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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

71 hedge funds and large institutions have $243M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

25% more funds holding

Funds holding: 57 → 71 (+14)

21% more capital invested

Capital invested by funds: $200M → $243M (+$42.9M)

3.73% less ownership

Funds ownership: 76.95% → 73.22% (-3.7%)

Holders
71
Holders Change
+14
Holders Change %
+24.56%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
23
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
+$16.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.25M
3
HC
Headland Capital
South Carolina
+$6.52M
4
CCG
Chatham Capital Group
Georgia
+$3.55M
5
EH
Equitable Holdings
New York
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$6.06M
2
Wells Fargo
Wells Fargo
California
-$2.39M
3
GI
GLOBALT Investments
Georgia
-$1.6M
4
Raymond James Financial
Raymond James Financial
Florida
-$1.05M
5
NC
NovaPoint Capital
Georgia
-$860K
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
26
Exchange Capital Management
Michigan
$1.2M – – –
KTM
27
Keeler Thomas Management
Utah
$1.06M +$1.04M +43,270 New
MBTD
28
Mechanics Bank - Trust Department
California
$805K – – –
FTUS
29
Flow Traders U.S.
New York
$748K +$734K +30,674 New
Osaic Holdings
30
Osaic Holdings
Arizona
$724K +$226K +9,434 +47%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$603K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$583K -$86K -3,595 -13%
LPL Financial
33
LPL Financial
California
$562K +$123K +5,154 +29%
APW
34
Atlantic Private Wealth
North Carolina
$533K -$7.06K -295 -1%
BEI
35
Benjamin Edwards Inc
Missouri
$500K +$47.4K +1,979 +11%
GS
36
GTS Securities
New York
$469K +$459K +19,202 New
JWM
37
JPL Wealth Management
Colorado
$455K +$201K +8,415 +82%
GMFG
38
Greater Midwest Financial Group
Minnesota
$440K +$431K +18,028 New
Goldman Sachs
39
Goldman Sachs
New York
$427K +$419K +17,519 New
UCFA
40
United Capital Financial Advisors
Texas
$425K +$417K +17,421 New
SW
41
Simplicity Wealth
New Jersey
$386K +$379K +15,820 New
Financial Engines Advisors
42
Financial Engines Advisors
California
$383K -$144 -6 -0%
JCM
43
Jacobi Capital Management
Pennsylvania
$349K +$167 +7 +0%
KAS
44
Kestra Advisory Services
Texas
$340K -$95K -3,970 -22%
S
45
SignatureFD
Georgia
$326K +$320K +13,372 New
Jane Street
46
Jane Street
New York
$295K -$54.7K -2,285 -16%
Bank of America
47
Bank of America
North Carolina
$288K -$52.2K -2,181 -16%
JIP
48
Jaffetilchin Investment Partners
Florida
$267K +$262K +10,961 New
TFS
49
Thoroughbred Financial Services
Tennessee
$243K +$1.53K +64 +0.6%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$232K +$3.42K +143 +2%
1
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IBTO Hedge Fund Activity: Q1 2025 in Review

71 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q1 2025, worth a combined $243M — up 21% from $200M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBTO positions and 7 closed out — a net gain of 14 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Confluence Investment Management, opening a new position worth an estimated $16.8M. The largest seller was UBS Group, cutting an estimated $6.06M.

  • 71 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q1 2025, up from 57 in Q4 2024.
  • Funds reported $243M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q1 2025, up 21% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q1 2025 and 7 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q1 2025 was Confluence Investment Management, an estimated $16.8M added.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q1 2025 was UBS Group, an estimated $6.06M sold.

Based on aggregated 13F filings for Q1 2025.