iShares iBonds Dec 2033 Term Treasury ETF
IBTO
85 hedge funds and large institutions have $327M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2026 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 16 reducing their positions, and 10 closing their positions.
181% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 16
44% more capital inflows, than outflows
Capital inflows: $28.6M | Capital outflows: $19.9M
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
1% more funds holding
Funds holding: 84 → 85 (+1)
2.39% less ownership
Funds ownership: 71.9% → 69.52% (-2.4%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$8.54M |
| 2 |
Krilogy Financial
St. Louis,
Missouri
|
+$2.04M |
| 3 |
MCF Advisors
Covington,
Kentucky
|
+$1.89M |
| 4 |
BFO
Boston Family Office
Boston,
Massachusetts
|
+$1.7M |
| 5 |
Morgan Stanley
New York
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG Private Wealth Management
Lutz,
Florida
|
-$12.7M |
| 2 |
Confluence Investment Management
St. Louis,
Missouri
|
-$2.26M |
| 3 |
PFG Advisors
Phoenix,
Arizona
|
-$1.62M |
| 4 |
GLOBALT Investments
Atlanta,
Georgia
|
-$1.1M |
| 5 |
Tower Research Capital (TRC)
New York
|
-$626K |
IBTO Hedge Fund Activity: Q2 2026 in Review
85 of the 8,364 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q2 2026, worth a combined $327M — up 1.5% from $323M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IBTO positions and 10 closed out — a net gain of 2 holders — while 45 added to existing stakes and 16 trimmed.
The largest buyer was Atlantic Union Bankshares, adding an estimated $8.54M. The largest seller was PFG Private Wealth Management, exiting entirely with an estimated $12.7M sold.
- 85 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q2 2026, up from 84 in Q1 2026.
- Funds reported $327M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q2 2026, up 1.5% quarter-over-quarter.
- 12 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q2 2026 and 10 closed out, a net change of +2 holders.
- The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q2 2026 was Atlantic Union Bankshares, an estimated $8.54M added.
- The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q2 2026 was PFG Private Wealth Management, an estimated $12.7M sold.
Based on aggregated 13F filings for Q2 2026.