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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

57 hedge funds and large institutions have $200M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

27% more capital invested

Capital invested by funds: $157M → $200M (+$42.9M)

14% more funds holding

Funds holding: 50 → 57 (+7)

4.18% more ownership

Funds ownership: 72.77% → 76.95% (+4.2%)

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
24
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
GLOBALT Investments
Georgia
+$59.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.01M
3
Truist Financial
Truist Financial
North Carolina
+$3.39M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$2.11M
5
SF
Synovus Financial
Georgia
+$1.62M

Top Sellers

1
SL
Summitry LLC
California
-$25.4M
2
AUB
Atlantic Union Bankshares
Virginia
-$2.65M
3
Jane Street
Jane Street
New York
-$1.22M
4
SFS
Sowell Financial Services
Arkansas
-$465K
5
Wells Fargo
Wells Fargo
California
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
51
Parallel Advisors
California
$34.8K -$23.5K -972 -40%
AF
52
Allworth Financial
California
$20K – – –
CTWM
53
Cherry Tree Wealth Management
Minnesota
$16.7K – – –
ADL
54
Asset Dedication LLC
California
$15.4K +$9.79K +405 +164%
CTC
55
Central Trust Company
Missouri
$8.15K – – –
LCM
56
Logan Capital Management
Pennsylvania
$6.31K +$6.45K +267 New
BTI
57
Blue Trust Inc
Georgia
$95 +$97 +4 New
SL
58
Summitry LLC
California
– -$25.4M -1,013,526 Closed
SFS
59
Sowell Financial Services
Arkansas
– -$465K -18,502 Closed
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
– -$308K -12,281 Closed
Cerity Partners
61
Cerity Partners
New York
– -$253K -10,059 Closed
CWM
62
CarsonAllaria Wealth Management
Illinois
– -$52.2K -2,078 Closed
US Bancorp
63
US Bancorp
Minnesota
– -$27.6K -1,100 Closed
POIA
64
Pin Oak Investment Advisors
Texas
– -$1K -69 Closed
Fidelity Investments
65
Fidelity Investments
Massachusetts
– -$25 -1 Closed
1 2
3

IBTO Hedge Fund Activity: Q4 2024 in Review

57 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q4 2024, worth a combined $200M — up 27% from $157M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBTO positions and 8 closed out — a net gain of 8 holders — while 24 added to existing stakes and 9 trimmed.

The largest buyer was GLOBALT Investments, opening a new position worth an estimated $59.7M. The largest seller was Summitry LLC, exiting entirely with an estimated $25.4M sold.

  • 57 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q4 2024, up from 50 in Q3 2024.
  • Funds reported $200M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q4 2024, up 27% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q4 2024 and 8 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q4 2024 was GLOBALT Investments, an estimated $59.7M added.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q4 2024 was Summitry LLC, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2024.