iShares iBonds Dec 2033 Term Treasury ETF
IBTO
33 hedge funds and large institutions have $112M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
1,250% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 2
313% more funds holding
Funds holding: 8 → 33 (+25)
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
212% more capital invested
Capital invested by funds: $35.9M → $112M (+$76.3M)
28.67% less ownership
Funds ownership: 117.23% → 88.56% (-29%)
Top Buyers
| 1 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$16.8M |
| 2 |
Morgan Stanley
New York
|
+$12.3M |
| 3 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$12M |
| 4 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$5.71M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$4.86M |
Top Sellers
| 1 |
Jane Street
New York
|
-$1.92M |
| 2 |
BlackRock
New York
|
-$1.18M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$352K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $76.4K | +$73.1K | +3,075 | New |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $58.2K | +$55.8K | +2,345 | New |
|
|
CAL
28
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $47K | – | – | – |
|
|
PFBT
29
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $36.4K | +$34.9K | +1,467 | New |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $27.8K | +$26.6K | +1,120 | New |
|
|
BEI
31
Benjamin Edwards Inc
Clayton,
Missouri
| $26K | +$25.2K | +1,059 | New |
|
|
AF
32
Allworth Financial
Folsom,
California
| $21K | +$20.1K | +846 | New |
|
33
Bank of America
Charlotte,
North Carolina
| $16.1K | +$15.4K | +649 | New |
|
|
34
BlackRock
New York
| – | -$1.18M | -50,000 | Closed |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$352K | -14,914 | Closed |
|
IBTO Hedge Fund Activity: Q4 2023 in Review
33 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q4 2023, worth a combined $112M — up 212% from $35.9M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IBTO positions and 2 closed out — a net gain of 25 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Atlantic Union Bankshares, opening a new position worth an estimated $16.8M. The largest seller was Jane Street, cutting an estimated $1.92M.
- 33 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q4 2023, up from 8 in Q3 2023.
- Funds reported $112M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q4 2023, up 212% quarter-over-quarter.
- 27 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q4 2023 and 2 closed out, a net change of +25 holders.
- The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q4 2023 was Atlantic Union Bankshares, an estimated $16.8M added.
- The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q4 2023 was Jane Street, an estimated $1.92M sold.
Based on aggregated 13F filings for Q4 2023.