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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

78 hedge funds and large institutions have $303M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 16

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

6% more capital invested

Capital invested by funds: $286M → $303M (+$16.6M)

4% more funds holding

Funds holding: 75 → 78 (+3)

0.38% less ownership

Funds ownership: 71.11% → 70.73% (-0.38%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
41
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AUB
Atlantic Union Bankshares
Virginia
+$6.42M
2
KF
Krilogy Financial
Missouri
+$2.11M
3
HighTower Advisors
HighTower Advisors
Illinois
+$1.59M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.57M
5
Morgan Stanley
Morgan Stanley
New York
+$1.47M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.59M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.31M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.26M
4
CIM
Confluence Investment Management
Missouri
-$979K
5
TRCT
Tower Research Capital (TRC)
New York
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$1.97M +$418K +16,904 +27%
TFS
27
Thoroughbred Financial Services
Tennessee
$1.73M +$940K +38,042 +118%
PFPG
28
Pinnacle Financial Partners (Georgia)
Georgia
$1.56M +$1.57M +63,609 New
KTM
29
Keeler Thomas Management
Utah
$1.37M +$41K +1,661 +3%
NC
30
NovaPoint Capital
Georgia
$1.28M +$1.21M +48,824 New
Lido Advisors
31
Lido Advisors
California
$1.23M +$1.24M +50,214 New
LAM
32
L2 Asset Management
Massachusetts
$1.22M +$66.3K +2,681 +6%
Jane Street
33
Jane Street
New York
$1.21M +$559K +22,624 +84%
LPL Financial
34
LPL Financial
California
$1.09M +$218K +8,826 +25%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$856K +$377K +15,273 +78%
MBTD
36
Mechanics Bank - Trust Department
California
$810K – – –
RWP
37
Reliant Wealth Planning
Kentucky
$752K -$20K -809 -3%
BEI
38
Benjamin Edwards Inc
Missouri
$711K +$26.5K +1,072 +4%
Citadel Advisors
39
Citadel Advisors
Florida
$708K -$1.26M -50,788 -64%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$631K +$29.2K +1,182 +5%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$579K – – –
Financial Engines Advisors
42
Financial Engines Advisors
California
$549K +$152K +6,156 +38%
GMFG
43
Greater Midwest Financial Group
Minnesota
$516K -$34K -1,376 -6%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$498K -$29.8K -1,204 -6%
VWA
45
Visionary Wealth Advisors
Illinois
$475K -$4.28K -173 -0.9%
AQR Capital Management
46
AQR Capital Management
Connecticut
$464K +$26.5K +1,071 +6%
SW
47
Simplicity Wealth
New Jersey
$428K +$17.1K +693 +4%
JWM
48
JPL Wealth Management
Colorado
$426K -$2.17K -88 -0.5%
KAS
49
Kestra Advisory Services
Texas
$396K +$128K +5,179 +47%
JCM
50
Jacobi Capital Management
Pennsylvania
$393K +$396K +16,011 New
1
2
3 4

IBTO Hedge Fund Activity: Q4 2025 in Review

78 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q4 2025, worth a combined $303M — up 5.8% from $286M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBTO positions and 6 closed out — a net gain of 4 holders — while 41 added to existing stakes and 16 trimmed.

The largest buyer was Atlantic Union Bankshares, adding an estimated $6.42M. The largest seller was UBS Group, cutting an estimated $1.59M.

  • 78 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q4 2025, up from 75 in Q3 2025.
  • Funds reported $303M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q4 2025, up 5.8% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q4 2025 and 6 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q4 2025 was Atlantic Union Bankshares, an estimated $6.42M added.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q4 2025 was UBS Group, an estimated $1.59M sold.

Based on aggregated 13F filings for Q4 2025.