iShares iBonds Dec 2033 Term Treasury ETF
IBTO
50 hedge funds and large institutions have $157M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
175% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 8
16% more funds holding
Funds holding: 43 → 50 (+7)
4% less capital invested
Capital invested by funds: $164M → $157M (-$6.74M)
7.1% less ownership
Funds ownership: 79.87% → 72.77% (-7.1%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
Top Sellers
| 1 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
-$7.23M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$6.63M |
| 3 |
Goldman Sachs
New York
|
-$3.57M |
| 4 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$1.95M |
| 5 |
ECM
Exchange Capital Management
Ann Arbor,
Michigan
|
-$1.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$6.63M | -276,237 | Closed |
|
|
52
Goldman Sachs
New York
| – | -$3.57M | -148,940 | Closed |
|
|
ECM
53
Exchange Capital Management
Ann Arbor,
Michigan
| – | -$1.18M | -49,151 | Closed |
|
|
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| – | -$449K | -18,700 | Closed |
|
IBTO Hedge Fund Activity: Q3 2024 in Review
50 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q3 2024, worth a combined $157M — down 4.1% from $164M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IBTO positions and 4 closed out — a net gain of 8 holders — while 22 added to existing stakes and 8 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.61M. The largest seller was Atlantic Union Bankshares, cutting an estimated $7.23M.
- 50 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q3 2024, up from 43 in Q2 2024.
- Funds reported $157M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q3 2024, down 4.1% quarter-over-quarter.
- 12 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q3 2024 and 4 closed out, a net change of +8 holders.
- The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q3 2024 was Jane Street, an estimated $1.61M added.
- The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q3 2024 was Atlantic Union Bankshares, an estimated $7.23M sold.
Based on aggregated 13F filings for Q3 2024.