iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
44 hedge funds and large institutions have $71.9M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
300% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 6
34% more capital invested
Capital invested by funds: $53.6M → $71.9M (+$18.3M)
19% more funds holding
Funds holding: 37 → 44 (+7)
0.66% less ownership
Funds ownership: 69.84% → 69.19% (-0.66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$16.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.51M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.33M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$798K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$700K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.9M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$421K |
| 3 |
Morgan Stanley
New York
|
-$320K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$231K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$128K |
IBTJ Hedge Fund Activity: Q3 2023 in Review
44 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q3 2023, worth a combined $71.9M — up 34% from $53.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBTJ positions and 2 closed out — a net gain of 7 holders — while 24 added to existing stakes and 6 trimmed.
The largest buyer was Atwood & Palmer, opening a new position worth an estimated $16.9M. The largest seller was Jane Street, cutting an estimated $3.9M.
- 44 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q3 2023, up from 37 in Q2 2023.
- Funds reported $71.9M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q3 2023, up 34% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q3 2023 and 2 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q3 2023 was Atwood & Palmer, an estimated $16.9M added.
- The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q3 2023 was Jane Street, an estimated $3.9M sold.
Based on aggregated 13F filings for Q3 2023.