iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
126 hedge funds and large institutions have $280M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 16 reducing their positions, and 2 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 2
319% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 16
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
34% more capital invested
Capital invested by funds: $209M → $280M (+$71.5M)
18% more funds holding
Funds holding: 107 → 126 (+19)
0.12% more ownership
Funds ownership: 76.04% → 76.16% (+0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$10.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$9.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.63M |
| 4 |
SCM
Spreng Capital Management
Bucyrus,
Ohio
|
+$5.21M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.69M |
| 2 |
Jane Street
New York
|
-$784K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$605K |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$380K |
| 5 |
AWG
Altus Wealth Group
Colorado Springs,
Colorado
|
-$306K |
IBTJ Hedge Fund Activity: Q3 2024 in Review
126 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q3 2024, worth a combined $280M — up 34% from $209M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IBTJ positions and 2 closed out — a net gain of 20 holders — while 67 added to existing stakes and 16 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $10.8M. The largest seller was Ameriprise, cutting an estimated $4.69M.
- 126 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q3 2024, up from 107 in Q2 2024.
- Funds reported $280M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q3 2024, up 34% quarter-over-quarter.
- 22 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q3 2024 and 2 closed out, a net change of +20 holders.
- The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $10.8M added.
- The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q3 2024 was Ameriprise, an estimated $4.69M sold.
Based on aggregated 13F filings for Q3 2024.