iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
143 hedge funds and large institutions have $342M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 16 reducing their positions, and 10 closing their positions.
406% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 16
210% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 10
22% more capital invested
Capital invested by funds: $280M → $342M (+$61.3M)
13% more funds holding
Funds holding: 126 → 143 (+17)
1.54% more ownership
Funds ownership: 76.16% → 77.7% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DP
Denver PWM
Denver,
Colorado
|
+$11.9M |
| 2 |
MA
MKT Advisors
Escondido,
California
|
+$9.2M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$7.34M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LF
LifePlan Financial
Mankato,
Minnesota
|
-$2.53M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.65M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$947K |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$943K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$435K |
IBTJ Hedge Fund Activity: Q4 2024 in Review
143 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) for Q4 2024, worth a combined $342M — up 22% from $280M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IBTJ positions and 10 closed out — a net gain of 21 holders — while 81 added to existing stakes and 16 trimmed.
The largest buyer was Denver PWM, opening a new position worth an estimated $11.9M. The largest seller was LifePlan Financial, exiting entirely with an estimated $2.53M sold.
- 143 institutional investors held iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) as of Q4 2024, up from 126 in Q3 2024.
- Funds reported $342M of iShares iBonds Dec 2029 Term Treasury ETF stock for Q4 2024, up 22% quarter-over-quarter.
- 31 funds opened new iShares iBonds Dec 2029 Term Treasury ETF positions in Q4 2024 and 10 closed out, a net change of +21 holders.
- The largest iShares iBonds Dec 2029 Term Treasury ETF buyer in Q4 2024 was Denver PWM, an estimated $11.9M added.
- The largest iShares iBonds Dec 2029 Term Treasury ETF seller in Q4 2024 was LifePlan Financial, an estimated $2.53M sold.
Based on aggregated 13F filings for Q4 2024.