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iShares iBonds Dec 2029 Term Treasury ETF

36 hedge funds and large institutions have $49.2M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

350% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 4

35% more capital invested

Capital invested by funds: $36.5M → $49.2M (+$12.7M)

29% more funds holding

Funds holding: 2836 (+8)

3.01% less ownership

Funds ownership: 81.35%78.35% (-3%)

Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Hengehold Capital Management
Ohio
$12.2M +$453K +20,672 +4%
CIM
2
Confluence Investment Management
Missouri
$8.64M +$326K +14,885 +4%
Wells Fargo
3
Wells Fargo
California
$6.95M +$1.82M +83,294 +36%
AWG
4
Altus Wealth Group
Colorado
$2.48M +$2.45M +111,713 New
UBS Group
5
UBS Group
Switzerland
$2.12M +$2.08M +95,087 +29,168%
FTUS
6
Flow Traders U.S.
New York
$2.01M +$1.98M +90,507 New
DADC
7
D.A. Davidson & Co
Montana
$1.88M +$11.5K +524 +0.6%
Stifel Financial
8
Stifel Financial
Missouri
$1.8M +$68.5K +3,128 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.52M +$4.47K +204 +0.3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.44M +$1.42M +65,034 New
NA
11
NewEdge Advisors
Louisiana
$1.21M -$55.6K -2,537 -4%
EH
12
Equitable Holdings
New York
$1.07M +$141K +6,458 +16%
Citadel Advisors
13
Citadel Advisors
Florida
$1.03M +$278K +12,684 +37%
Jane Street
14
Jane Street
New York
$910K -$25.3K -1,155 -3%
RCA
15
Resonant Capital Advisors
Wisconsin
$521K +$23.8K +1,085 +5%
LPL Financial
16
LPL Financial
California
$492K +$62.6K +2,856 +15%
SWM
17
Stockman Wealth Management
Montana
$430K +$425K +19,418 New
PPW
18
Parcion Private Wealth
Washington
$284K -$1.47M -67,130 -84%
CA
19
Cetera Advisors
Colorado
$274K +$271K +12,350 New
KF
20
Krilogy Financial
Missouri
$260K -$37.8K -1,727 -13%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$239K +$170K +7,766 +256%
CAN
22
Cetera Advisor Networks
California
$237K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$212K +$209K +9,554 New
Osaic Holdings
24
Osaic Holdings
Arizona
$207K +$11.4K +520 +6%
Cerity Partners
25
Cerity Partners
New York
$202K +$200K +9,127 New

IBTJ Hedge Fund Activity: Q1 2023 in Review

36 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q1 2023, worth a combined $49.2M — up 35% from $36.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBTJ positions and 1 closed out — a net gain of 9 holders — while 18 added to existing stakes and 4 trimmed.

The largest buyer was Altus Wealth Group, opening a new position worth an estimated $2.45M. The largest seller was Parcion Private Wealth, cutting an estimated $1.47M.

  • 36 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q1 2023, up from 28 in Q4 2022.
  • Funds reported $49.2M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q1 2023, up 35% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q1 2023 and 1 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q1 2023 was Altus Wealth Group, an estimated $2.45M added.
  • The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q1 2023 was Parcion Private Wealth, an estimated $1.47M sold.

Based on aggregated 13F filings for Q1 2023.