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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

75 hedge funds and large institutions have $286M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 15

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $261M → $286M (+$25.3M)

1% more funds holding

Funds holding: 74 → 75 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.88% less ownership

Funds ownership: 73.99% → 71.11% (-2.9%)

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
35
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.24M
2
KF
Krilogy Financial
Missouri
+$4.41M
3
AUB
Atlantic Union Bankshares
Virginia
+$3.21M
4
Wells Fargo
Wells Fargo
California
+$2.62M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.56M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$2.48M
2
GI
GLOBALT Investments
Georgia
-$1.33M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.2M
4
FTUS
Flow Traders U.S.
New York
-$655K
5
Goldman Sachs
Goldman Sachs
New York
-$574K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.57M -$32.2K -1,317 -2%
UCFA
27
United Capital Financial Advisors
Texas
$1.56M +$469K +19,157 +44%
KTM
28
Keeler Thomas Management
Utah
$1.33M -$2.01K -82 -0.2%
LAM
29
L2 Asset Management
Massachusetts
$1.16M +$1.15M +46,962 New
PA
30
PFG Advisors
Arizona
$1.14M +$187K +7,651 +20%
LPL Financial
31
LPL Financial
California
$873K +$229K +9,370 +36%
MBTD
32
Mechanics Bank - Trust Department
California
$813K – – –
TFS
33
Thoroughbred Financial Services
Tennessee
$796K +$486K +19,876 +160%
RWP
34
Reliant Wealth Planning
Kentucky
$775K -$384K -15,715 -33%
BEI
35
Benjamin Edwards Inc
Missouri
$688K +$89.3K +3,649 +15%
TRCT
36
Tower Research Capital (TRC)
New York
$680K +$675K +27,587 New
Jane Street
37
Jane Street
New York
$662K +$657K +26,849 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$604K +$954 +39 +0.2%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$582K -$27.1K -1,109 -4%
GMFG
40
Greater Midwest Financial Group
Minnesota
$552K +$81.4K +3,328 +17%
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$530K – – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$482K +$406K +16,580 +554%
VWA
43
Visionary Wealth Advisors
Illinois
$481K +$113K +4,624 +31%
AQR Capital Management
44
AQR Capital Management
Connecticut
$439K +$436K +17,826 New
JWM
45
JPL Wealth Management
Colorado
$430K -$27.4K -1,119 -6%
SW
46
Simplicity Wealth
New Jersey
$412K -$431K -17,601 -51%
Financial Engines Advisors
47
Financial Engines Advisors
California
$399K +$342 +14 +0.1%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$322K -$10.7K -439 -3%
JIP
49
Jaffetilchin Investment Partners
Florida
$276K +$2.79K +114 +1%
KAS
50
Kestra Advisory Services
Texas
$270K +$391 +16 +0.1%
1
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IBTO Hedge Fund Activity: Q3 2025 in Review

75 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q3 2025, worth a combined $286M — up 9.7% from $261M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBTO positions and 11 closed out — a net gain of 3 holders — while 35 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.24M. The largest seller was Equitable Holdings, exiting entirely with an estimated $2.48M sold.

  • 75 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q3 2025, up from 74 in Q2 2025.
  • Funds reported $286M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q3 2025, up 9.7% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q3 2025 and 11 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q3 2025 was Morgan Stanley, an estimated $6.24M added.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q3 2025 was Equitable Holdings, an estimated $2.48M sold.

Based on aggregated 13F filings for Q3 2025.