iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
12 hedge funds and large institutions have $13.9M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.
8% less funds holding
Funds holding: 13 → 12 (-1)
10% less capital invested
Capital invested by funds: $15.4M → $13.9M (-$1.52M)
10.46% less ownership
Funds ownership: 94.26% → 83.8% (-10%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$1.11M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$282K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$53.5K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$39K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
+$1.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.17M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$745K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$169K |
| 4 |
CFCI
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
-$49K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$42.8K |
IBTJ Hedge Fund Activity: Q1 2022 in Review
12 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q1 2022, worth a combined $13.9M — down 9.9% from $15.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of IBTJ and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 3 added.
The largest buyer was Krilogy Financial, opening a new position worth an estimated $1.11M. The largest seller was Jane Street, exiting entirely with an estimated $1.17M sold.
- 12 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q1 2022, down from 13 in Q4 2021.
- Funds reported $13.9M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q1 2022, down 9.9% quarter-over-quarter.
- 2 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q1 2022 and 3 closed out, a net change of -1 holder.
- The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q1 2022 was Krilogy Financial, an estimated $1.11M added.
- The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q1 2022 was Jane Street, an estimated $1.17M sold.
Based on aggregated 13F filings for Q1 2022.