iShares iBonds Dec 2033 Term Treasury ETF
IBTO
42 hedge funds and large institutions have $137M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 6 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 3
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
27% more funds holding
Funds holding: 33 → 42 (+9)
22% more capital invested
Capital invested by funds: $112M → $137M (+$24.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.21% less ownership
Funds ownership: 88.56% → 83.35% (-5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$13.9M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.28M |
| 3 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$4.4M |
| 4 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$3.89M |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$3.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
-$5.97M |
| 2 |
Morgan Stanley
New York
|
-$5.72M |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$5.08M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.24M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.42M |
IBTO Hedge Fund Activity: Q1 2024 in Review
42 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q1 2024, worth a combined $137M — up 22% from $112M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBTO positions and 6 closed out — a net gain of 9 holders — while 18 added to existing stakes and 3 trimmed.
The largest buyer was UBS Group, adding an estimated $13.9M. The largest seller was TMD Wealth Management, exiting entirely with an estimated $5.97M sold.
- 42 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q1 2024, up from 33 in Q4 2023.
- Funds reported $137M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q1 2024, up 22% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q1 2024 and 6 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q1 2024 was UBS Group, an estimated $13.9M added.
- The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q1 2024 was TMD Wealth Management, an estimated $5.97M sold.
Based on aggregated 13F filings for Q1 2024.