iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
17 hedge funds and large institutions have $24.9M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.
674% more capital inflows, than outflows
Capital inflows: $13.3M | Capital outflows: $1.72M
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
6% more funds holding
Funds holding: 16 → 17 (+1)
91.59% less ownership
Funds ownership: 145.32% → 53.73% (-92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$3.77M |
| 2 |
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$3.36M |
| 3 |
Jane Street
New York
|
+$2.31M |
| 4 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.56M |
| 5 |
Confluence Investment Management
St. Louis,
Missouri
|
+$966K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$910K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$527K |
| 3 |
Flow Traders U.S.
New York
|
-$263K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$18.3K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.92K |
IBTJ Hedge Fund Activity: Q3 2022 in Review
17 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q3 2022, worth a combined $24.9M — up 7.5% from $23.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IBTJ positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was Stifel Financial, adding an estimated $3.77M. The largest seller was BlackRock, exiting entirely with an estimated $910K sold.
- 17 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q3 2022, up from 16 in Q2 2022.
- Funds reported $24.9M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q3 2022, up 7.5% quarter-over-quarter.
- 4 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q3 2022 and 2 closed out, a net change of +2 holders.
- The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q3 2022 was Stifel Financial, an estimated $3.77M added.
- The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q3 2022 was BlackRock, an estimated $910K sold.
Based on aggregated 13F filings for Q3 2022.