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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

93 hedge funds and large institutions have $166M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

300% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 11

35% more capital invested

Capital invested by funds: $122M → $166M (+$43.2M)

27% more funds holding

Funds holding: 73 → 93 (+20)

0.59% more ownership

Funds ownership: 73.44% → 74.04% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
93
Holders Change
+20
Holders Change %
+27.4%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
44
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JAG
Journey Advisory Group
Kentucky
+$10.4M
2
FA
Fagan Associates
New York
+$4.84M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.85M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.4M
5
SCM
SCS Capital Management
Massachusetts
+$2.39M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$1.43M
2
Jane Street
Jane Street
New York
-$914K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$804K
4
CA
Cetera Advisors
Colorado
-$478K
5
LPL Financial
LPL Financial
California
-$406K
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1
Atwood & Palmer
Missouri
$19.9M +$2.26M +104,770 +13%
HCM
2
Hengehold Capital Management
Ohio
$12.5M -$124K -5,738 -1%
Wells Fargo
3
Wells Fargo
California
$12.4M +$1.62M +75,243 +15%
JAG
4
Journey Advisory Group
Kentucky
$10.4M +$10.4M +483,446 New
WIM
5
Waycross Investment Management
Washington
$9.39M +$642K +29,810 +7%
Bank of America
6
Bank of America
North Carolina
$8.31M +$456K +21,147 +6%
CIM
7
Confluence Investment Management
Missouri
$7.88M +$143K +6,656 +2%
UBS Group
8
UBS Group
Switzerland
$5.34M +$2.25M +104,341 +73%
FA
9
Fagan Associates
New York
$4.83M +$4.84M +224,505 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.79M +$2.85M +132,049 +145%
DADC
11
D.A. Davidson & Co
Montana
$4.15M +$1.4M +64,819 +50%
PA
12
Probity Advisors
Texas
$3.9M +$1.84M +85,574 +89%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.28M +$1.69M +78,559 +106%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.08M +$1.36M +63,223 +79%
SWM
15
Shelton Wealth Management
Texas
$2.85M +$918K +42,610 +47%
1WM
16
1858 Wealth Management
Ohio
$2.8M – – –
SWM
17
Stockman Wealth Management
Montana
$2.69M +$516K +23,929 +24%
Citadel Advisors
18
Citadel Advisors
Florida
$2.39M +$2.4M +111,222 New
SCM
19
SCS Capital Management
Massachusetts
$2.38M +$2.39M +110,929 New
AWG
20
Altus Wealth Group
Colorado
$2.37M -$173K -8,027 -7%
Stifel Financial
21
Stifel Financial
Missouri
$2.26M +$6.49K +301 +0.3%
AWP
22
Accretive Wealth Partners
New Jersey
$2.25M +$156K +7,220 +7%
Ameriprise
23
Ameriprise
Minnesota
$2.04M +$128K +5,939 +7%
CTC
24
Central Trust Company
Missouri
$1.95M +$1.07M +49,760 +122%
APW
25
Atlantic Private Wealth
North Carolina
$1.89M +$416K +19,306 +28%
1
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IBTJ Hedge Fund Activity: Q1 2024 in Review

93 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q1 2024, worth a combined $166M — up 35% from $122M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBTJ positions and 5 closed out — a net gain of 20 holders — while 44 added to existing stakes and 11 trimmed.

The largest buyer was Journey Advisory Group, opening a new position worth an estimated $10.4M. The largest seller was Equitable Holdings, exiting entirely with an estimated $1.43M sold.

  • 93 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q1 2024, up from 73 in Q4 2023.
  • Funds reported $166M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q1 2024, up 35% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q1 2024 and 5 closed out, a net change of +20 holders.
  • The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q1 2024 was Journey Advisory Group, an estimated $10.4M added.
  • The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q1 2024 was Equitable Holdings, an estimated $1.43M sold.

Based on aggregated 13F filings for Q1 2024.