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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

57 hedge funds and large institutions have $200M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

27% more capital invested

Capital invested by funds: $157M → $200M (+$42.9M)

14% more funds holding

Funds holding: 50 → 57 (+7)

4.18% more ownership

Funds ownership: 72.77% → 76.95% (+4.2%)

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
24
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
GLOBALT Investments
Georgia
+$59.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.01M
3
Truist Financial
Truist Financial
North Carolina
+$3.39M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$2.11M
5
SF
Synovus Financial
Georgia
+$1.62M

Top Sellers

1
SL
Summitry LLC
California
-$25.4M
2
AUB
Atlantic Union Bankshares
Virginia
-$2.65M
3
Jane Street
Jane Street
New York
-$1.22M
4
SFS
Sowell Financial Services
Arkansas
-$465K
5
Wells Fargo
Wells Fargo
California
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$584K +$597K +24,708 New
APW
27
Atlantic Private Wealth
North Carolina
$523K +$535K +22,135 New
Osaic Holdings
28
Osaic Holdings
Arizona
$478K -$104K -4,285 -17%
BEI
29
Benjamin Edwards Inc
Missouri
$437K +$19.9K +822 +5%
KAS
30
Kestra Advisory Services
Texas
$424K -$37.2K -1,538 -8%
LPL Financial
31
LPL Financial
California
$423K +$125K +5,168 +41%
MA
32
Mutual Advisors
Nebraska
$404K -$6.67K -276 -2%
Financial Engines Advisors
33
Financial Engines Advisors
California
$371K +$29.6K +1,225 +8%
Jane Street
34
Jane Street
New York
$340K -$1.22M -50,582 -78%
JCM
35
Jacobi Capital Management
Pennsylvania
$338K +$88.3K +3,653 +34%
Bank of America
36
Bank of America
North Carolina
$331K +$73.9K +3,059 +28%
HF
37
HRT Financial
New York
$266K +$273K +11,287 New
MFG
38
Mendota Financial Group
Wisconsin
$255K +$261K +10,781 New
JWM
39
JPL Wealth Management
Colorado
$242K +$248K +10,239 New
TFS
40
Thoroughbred Financial Services
Tennessee
$233K +$3.31K +137 +1%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$222K +$51.2K +2,117 +29%
JIR
42
James Investment Research
Ohio
$216K – – –
PAG
43
Private Advisor Group
New Jersey
$211K +$216K +8,920 New
APP
44
Avantax Planning Partners
Iowa
$204K -$26.3K -1,089 -11%
PWA
45
Physician Wealth Advisors
Utah
$98.6K +$101K +4,173 New
IA
46
IFP Advisors
Florida
$72.7K – – –
SWC
47
Spectrum Wealth Counsel
Indiana
$48.2K – – –
NWMP
48
Noble Wealth Management PBC
Colorado
$47.3K +$48.3K +2,000 New
PFBT
49
Parkside Financial Bank & Trust
Missouri
$44.3K – – –
CAL
50
Capital Analysts LLC
Pennsylvania
$44K – – –
1
2
3

IBTO Hedge Fund Activity: Q4 2024 in Review

57 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q4 2024, worth a combined $200M — up 27% from $157M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBTO positions and 8 closed out — a net gain of 8 holders — while 24 added to existing stakes and 9 trimmed.

The largest buyer was GLOBALT Investments, opening a new position worth an estimated $59.7M. The largest seller was Summitry LLC, exiting entirely with an estimated $25.4M sold.

  • 57 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q4 2024, up from 50 in Q3 2024.
  • Funds reported $200M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q4 2024, up 27% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q4 2024 and 8 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q4 2024 was GLOBALT Investments, an estimated $59.7M added.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q4 2024 was Summitry LLC, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2024.