iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
73 hedge funds and large institutions have $122M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 2 closing their positions.
1,450% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 2
275% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 8
69% more capital invested
Capital invested by funds: $71.9M → $122M (+$49.6M)
66% more funds holding
Funds holding: 44 → 73 (+29)
42.81% less ownership
Funds ownership: 96.47% → 53.66% (-43%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Waycross Investment Management
Bellingham,
Washington
|
+$8.61M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.11M |
| 3 |
AWP
Accretive Wealth Partners
Parsippany,
New Jersey
|
+$2.1M |
| 4 |
PA
Probity Advisors
Dallas,
Texas
|
+$2.03M |
| 5 |
SWM
Shelton Wealth Management
Fort Worth,
Texas
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$491K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$57.1K |
| 3 |
Jane Street
New York
|
-$54.7K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$31.9K |
| 5 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
-$28.1K |
IBTJ Hedge Fund Activity: Q4 2023 in Review
73 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q4 2023, worth a combined $122M — up 69% from $71.9M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IBTJ positions and 2 closed out — a net gain of 29 holders — while 30 added to existing stakes and 8 trimmed.
The largest buyer was Waycross Investment Management, opening a new position worth an estimated $8.61M. The largest seller was Confluence Investment Management, cutting an estimated $491K.
- 73 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q4 2023, up from 44 in Q3 2023.
- Funds reported $122M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q4 2023, up 69% quarter-over-quarter.
- 31 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q4 2023 and 2 closed out, a net change of +29 holders.
- The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q4 2023 was Waycross Investment Management, an estimated $8.61M added.
- The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q4 2023 was Confluence Investment Management, an estimated $491K sold.
Based on aggregated 13F filings for Q4 2023.