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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

50 hedge funds and large institutions have $157M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

175% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 8

16% more funds holding

Funds holding: 43 → 50 (+7)

4% less capital invested

Capital invested by funds: $164M → $157M (-$6.74M)

7.1% less ownership

Funds ownership: 79.87% → 72.77% (-7.1%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
22
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.61M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$904K
3
KF
Krilogy Financial
Missouri
+$799K
4
NC
NovaPoint Capital
Georgia
+$746K
5
FA
Fagan Associates
New York
+$420K

Top Sellers

1
AUB
Atlantic Union Bankshares
Virginia
-$7.23M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$6.63M
3
Goldman Sachs
Goldman Sachs
New York
-$3.57M
4
APP
Avantax Planning Partners
Iowa
-$1.95M
5
ECM
Exchange Capital Management
Michigan
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$423K -$90.5K -3,656 -17%
Citadel Advisors
27
Citadel Advisors
Florida
$404K +$399K +16,105 New
Financial Engines Advisors
28
Financial Engines Advisors
California
$363K +$17K +687 +5%
LPL Financial
29
LPL Financial
California
$319K -$135K -5,450 -30%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$308K +$304K +12,281 New
Bank of America
31
Bank of America
North Carolina
$274K +$83.6K +3,377 +45%
JCM
32
Jacobi Capital Management
Pennsylvania
$267K +$263K +10,641 New
Cerity Partners
33
Cerity Partners
New York
$253K +$249K +10,059 New
TFS
34
Thoroughbred Financial Services
Tennessee
$245K +$242K +9,765 New
APP
35
Avantax Planning Partners
Iowa
$244K -$1.95M -78,661 -89%
JIR
36
James Investment Research
Ohio
$230K – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$182K +$70.2K +2,837 +64%
IA
38
IFP Advisors
Florida
$77.2K – – –
PA
39
Parallel Advisors
California
$61.4K +$60.6K +2,446 New
CWM
40
CarsonAllaria Wealth Management
Illinois
$52.2K +$51.4K +2,078 New
SWC
41
Spectrum Wealth Counsel
Indiana
$51.2K – – –
PFBT
42
Parkside Financial Bank & Trust
Missouri
$47.1K +$3.17K +128 +7%
CAL
43
Capital Analysts LLC
Pennsylvania
$47K – – –
US Bancorp
44
US Bancorp
Minnesota
$27.6K -$129K -5,200 -83%
AF
45
Allworth Financial
California
$21.2K – – –
CTWM
46
Cherry Tree Wealth Management
Minnesota
$17.8K – – –
CTC
47
Central Trust Company
Missouri
$8.66K – – –
ADL
48
Asset Dedication LLC
California
$6.2K +$6.12K +247 New
POIA
49
Pin Oak Investment Advisors
Texas
$1K +$1.71K +69 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$25 +$25 +1 New
1
2
3

IBTO Hedge Fund Activity: Q3 2024 in Review

50 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q3 2024, worth a combined $157M — down 4.1% from $164M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBTO positions and 4 closed out — a net gain of 8 holders — while 22 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.61M. The largest seller was Atlantic Union Bankshares, cutting an estimated $7.23M.

  • 50 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q3 2024, up from 43 in Q2 2024.
  • Funds reported $157M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q3 2024, down 4.1% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q3 2024 and 4 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q3 2024 was Jane Street, an estimated $1.61M added.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q3 2024 was Atlantic Union Bankshares, an estimated $7.23M sold.

Based on aggregated 13F filings for Q3 2024.