iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
37 hedge funds and large institutions have $53.6M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 4 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 5
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
9% more capital invested
Capital invested by funds: $49.2M → $53.6M (+$4.39M)
3% more funds holding
Funds holding: 36 → 37 (+1)
8.5% less ownership
Funds ownership: 78.35% → 69.84% (-8.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.11M |
| 2 |
SWM
Stockman Wealth Management
Billings,
Montana
|
+$870K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$588K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$375K |
| 5 |
LPL Financial
San Diego,
California
|
+$302K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.56M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.03M |
| 3 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$284K |
| 4 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
-$130K |
| 5 |
FNBOSM
First National Bank of South Miami
South Miami,
Florida
|
-$24.9K |
IBTJ Hedge Fund Activity: Q2 2023 in Review
37 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q2 2023, worth a combined $53.6M — up 8.9% from $49.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBTJ positions and 4 closed out — a net gain of 1 holder — while 25 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, adding an estimated $4.11M. The largest seller was Flow Traders U.S., cutting an estimated $1.56M.
- 37 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q2 2023, up from 36 in Q1 2023.
- Funds reported $53.6M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q2 2023, up 8.9% quarter-over-quarter.
- 5 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q2 2023 and 4 closed out, a net change of +1 holder.
- The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q2 2023 was Jane Street, an estimated $4.11M added.
- The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q2 2023 was Flow Traders U.S., an estimated $1.56M sold.
Based on aggregated 13F filings for Q2 2023.