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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

84 hedge funds and large institutions have $323M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 19

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

8% more funds holding

Funds holding: 78 → 84 (+6)

6% more capital invested

Capital invested by funds: $303M → $323M (+$19.4M)

1.17% more ownership

Funds ownership: 70.73% → 71.9% (+1.2%)

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
40
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPWM
PFG Private Wealth Management
Florida
+$12.1M
2
CIM
Confluence Investment Management
Missouri
+$10.9M
3
Ameriprise
Ameriprise
Minnesota
+$5.04M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.66M
5
CCG
Chatham Capital Group
Georgia
+$3.77M

Top Sellers

Rank Fund Capital Flow
1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$32.6M
2
NC
NovaPoint Capital
Georgia
-$1.28M
3
Jane Street
Jane Street
New York
-$1.21M
4
KTM
Keeler Thomas Management
Utah
-$910K
5
Citadel Advisors
Citadel Advisors
Florida
-$708K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$2.27M +$40.9K +1,666 +2%
PA
27
PFG Advisors
Arizona
$2.14M -$411K -16,724 -16%
SCA
28
Snowden Capital Advisors
New York
$2.07M +$49.9K +2,030 +2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.59M +$1.61M +65,380 New
PFPG
30
Pinnacle Financial Partners (Georgia)
Georgia
$1.55M +$1.72K +70 +0.1%
LAM
31
L2 Asset Management
Massachusetts
$1.32M +$109K +4,456 +9%
Lido Advisors
32
Lido Advisors
California
$1.22M – – –
LPL Financial
33
LPL Financial
California
$1.12M +$43K +1,749 +4%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$850K -$319 -13 -0%
MBTD
35
Mechanics Bank - Trust Department
California
$805K – – –
RWP
36
Reliant Wealth Planning
Kentucky
$747K – – –
BEI
37
Benjamin Edwards Inc
Missouri
$715K +$8.45K +344 +1%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$658K +$31.4K +1,277 +5%
TRCT
39
Tower Research Capital (TRC)
New York
$626K +$630K +25,658 New
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$580K +$4.17K +170 +0.7%
GMFG
41
Greater Midwest Financial Group
Minnesota
$574K +$62.3K +2,535 +12%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$566K +$569K +23,188 New
VWA
43
Visionary Wealth Advisors
Illinois
$471K -$786 -32 -0.2%
Financial Engines Advisors
44
Financial Engines Advisors
California
$463K -$83.1K -3,382 -15%
KTM
45
Keeler Thomas Management
Utah
$454K -$910K -37,036 -67%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$441K -$54.6K -2,222 -11%
AQR Capital Management
47
AQR Capital Management
Connecticut
$435K -$26.3K -1,071 -6%
JWM
48
JPL Wealth Management
Colorado
$424K +$1.38K +56 +0.3%
SW
49
Simplicity Wealth
New Jersey
$420K -$4.54K -185 -1%
KAS
50
Kestra Advisory Services
Texas
$409K +$15.7K +640 +4%
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IBTO Hedge Fund Activity: Q1 2026 in Review

84 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q1 2026, worth a combined $323M — up 6.4% from $303M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBTO positions and 8 closed out — a net gain of 7 holders — while 40 added to existing stakes and 19 trimmed.

The largest buyer was PFG Private Wealth Management, opening a new position worth an estimated $12.1M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $32.6M.

  • 84 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q1 2026, up from 78 in Q4 2025.
  • Funds reported $323M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q1 2026, up 6.4% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q1 2026 and 8 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q1 2026 was PFG Private Wealth Management, an estimated $12.1M added.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q1 2026 was Federation des caisses Desjardins du Quebec, an estimated $32.6M sold.

Based on aggregated 13F filings for Q1 2026.