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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

83 hedge funds and large institutions have $327M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2026 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 15

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more capital invested

Capital invested by funds: $323M → $327M (+$4.51M)

1% less funds holding

Funds holding: 84 → 83 (-1)

2.43% less ownership

Funds ownership: 71.9% → 69.47% (-2.4%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
12
Increased
45
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AUB
Atlantic Union Bankshares
Virginia
+$8.54M
2
KF
Krilogy Financial
Missouri
+$2.04M
3
MA
MCF Advisors
Kentucky
+$1.89M
4
BFO
Boston Family Office
Massachusetts
+$1.7M
5
Morgan Stanley
Morgan Stanley
New York
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
PPWM
PFG Private Wealth Management
Florida
-$12.7M
2
CIM
Confluence Investment Management
Missouri
-$2.26M
3
PA
PFG Advisors
Arizona
-$1.62M
4
GI
GLOBALT Investments
Georgia
-$1.1M
5
TRCT
Tower Research Capital (TRC)
New York
-$626K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
26
Snowden Capital Advisors
New York
$2.05M +$5.03K +208 +0.2%
MA
27
MCF Advisors
Kentucky
$2.01M +$1.89M +77,997 New
BFO
28
Boston Family Office
Massachusetts
$1.7M +$1.7M +70,359 New
PFPG
29
Pinnacle Financial Partners (Georgia)
Georgia
$1.68M +$147K +6,098 +10%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.65M +$76.5K +3,166 +5%
SWM
31
Stockman Wealth Management
Montana
$1.39M +$1.39M +57,551 New
LAM
32
L2 Asset Management
Massachusetts
$1.34M +$30.6K +1,265 +2%
LPL Financial
33
LPL Financial
California
$1.23M +$118K +4,885 +11%
Lido Advisors
34
Lido Advisors
California
$1.21M – – –
Jane Street
35
Jane Street
New York
$925K +$926K +38,323 New
MBTD
36
Mechanics Bank - Trust Department
California
$839K +$42.8K +1,770 +5%
BEI
37
Benjamin Edwards Inc
Missouri
$729K +$21.9K +906 +3%
RWP
38
Reliant Wealth Planning
Kentucky
$690K -$49.6K -2,054 -7%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$661K +$10.2K +420 +2%
GMFG
40
Greater Midwest Financial Group
Minnesota
$576K +$7.47K +309 +1%
SW
41
Simplicity Wealth
New Jersey
$506K +$90.6K +3,750 +22%
PA
42
PFG Advisors
Arizona
$505K -$1.62M -66,844 -76%
Financial Engines Advisors
43
Financial Engines Advisors
California
$469K +$10.9K +449 +2%
KAS
44
Kestra Advisory Services
Texas
$460K +$55K +2,276 +14%
VWA
45
Visionary Wealth Advisors
Illinois
$456K -$9.81K -406 -2%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$436K – – –
AQR Capital Management
47
AQR Capital Management
Connecticut
$430K – – –
JWM
48
JPL Wealth Management
Colorado
$412K -$7.95K -329 -2%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$407K +$79.3K +3,281 +24%
JCM
50
Jacobi Capital Management
Pennsylvania
$397K +$2.75K +114 +0.7%
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IBTO Hedge Fund Activity: Q2 2026 in Review

83 of the 8,273 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q2 2026, worth a combined $327M — up 1.4% from $323M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBTO positions and 10 closed out — a net gain of 2 holders — while 45 added to existing stakes and 15 trimmed.

The largest buyer was Atlantic Union Bankshares, adding an estimated $8.54M. The largest seller was PFG Private Wealth Management, exiting entirely with an estimated $12.7M sold.

  • 83 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q2 2026, down from 84 in Q1 2026.
  • Funds reported $327M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q2 2026, up 1.4% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q2 2026 and 10 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q2 2026 was Atlantic Union Bankshares, an estimated $8.54M added.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q2 2026 was PFG Private Wealth Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q2 2026.