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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

84 hedge funds and large institutions have $323M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 19

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

8% more funds holding

Funds holding: 78 → 84 (+6)

6% more capital invested

Capital invested by funds: $303M → $323M (+$19.4M)

1.17% more ownership

Funds ownership: 70.73% → 71.9% (+1.2%)

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
40
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPWM
PFG Private Wealth Management
Florida
+$12.1M
2
CIM
Confluence Investment Management
Missouri
+$10.9M
3
Ameriprise
Ameriprise
Minnesota
+$5.04M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.66M
5
CCG
Chatham Capital Group
Georgia
+$3.77M

Top Sellers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$32.6M
2
NC
NovaPoint Capital
Georgia
-$1.28M
3
Jane Street
Jane Street
New York
-$1.21M
4
KTM
Keeler Thomas Management
Utah
-$910K
5
Citadel Advisors
Citadel Advisors
Florida
-$708K
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
51
Jacobi Capital Management
Pennsylvania
$399K +$8.08K +329 +2%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$387K +$44.8K +1,824 +13%
IWC
53
Integrated Wealth Concepts
Massachusetts
$358K +$360K +14,660 New
JSA
54
Jim Saulnier & Associates
Colorado
$340K +$342K +13,944 New
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$331K +$8.77K +357 +3%
LIM
56
Leavell Investment Management
Alabama
$318K +$320K +13,040 New
JIP
57
Jaffetilchin Investment Partners
Florida
$278K +$1.84K +75 +0.7%
PAG
58
Private Advisor Group
New Jersey
$218K – – –
JIR
59
James Investment Research
Ohio
$208K – – –
GPA
60
Guidance Point Advisors
Massachusetts
$208K +$209K +8,516 New
CCM
61
Coldstream Capital Management
Washington
$205K +$207K +8,420 New
S
62
SignatureFD
Georgia
$204K – – –
IA
63
IFP Advisors
Florida
$128K +$5.82K +237 +5%
Osaic Holdings
64
Osaic Holdings
Arizona
$125K -$29.5K -1,202 -19%
PWA
65
Physician Wealth Advisors
Utah
$102K – – –
APW
66
Atlantic Private Wealth
North Carolina
$95.1K -$2.75K -112 -3%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$89K +$89.6K +3,649 New
CB
68
CNB Bank
Pennsylvania
$78.3K -$368 -15 -0.5%
ADL
69
Asset Dedication LLC
California
$66.4K +$22.9K +932 +52%
CFG
70
Clayton Financial Group
Missouri
$66.1K -$344 -14 -0.5%
NWMP
71
Noble Wealth Management PBC
Colorado
$48.8K – – –
ASN
72
Advisory Services Network
Georgia
$48.5K +$48.8K +1,989 New
CTWM
73
Cherry Tree Wealth Management
Minnesota
$39.2K – – –
CTC
74
Central Trust Company
Missouri
$34.8K -$6.68K -272 -16%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$33.4K +$221 +9 +0.7%
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IBTO Hedge Fund Activity: Q1 2026 in Review

84 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q1 2026, worth a combined $323M — up 6.4% from $303M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBTO positions and 8 closed out — a net gain of 7 holders — while 40 added to existing stakes and 19 trimmed.

The largest buyer was PFG Private Wealth Management, opening a new position worth an estimated $12.1M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $32.6M.

  • 84 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q1 2026, up from 78 in Q4 2025.
  • Funds reported $323M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q1 2026, up 6.4% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q1 2026 and 8 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q1 2026 was PFG Private Wealth Management, an estimated $12.1M added.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q1 2026 was Federation des caisses Desjardins du Quebec, an estimated $32.6M sold.

Based on aggregated 13F filings for Q1 2026.