iShares iBonds Dec 2033 Term Treasury ETF
IBTO
71 hedge funds and large institutions have $243M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 7 closing their positions.
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
77% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 13
25% more funds holding
Funds holding: 57 → 71 (+14)
21% more capital invested
Capital invested by funds: $200M → $243M (+$42.9M)
3.73% less ownership
Funds ownership: 76.95% → 73.22% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$16.8M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$8.25M |
| 3 |
HC
Headland Capital
Mt. Pleasant,
South Carolina
|
+$6.52M |
| 4 |
CCG
Chatham Capital Group
Savannah,
Georgia
|
+$3.55M |
| 5 |
EH
Equitable Holdings
New York
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$6.06M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.39M |
| 3 |
GI
GLOBALT Investments
Atlanta,
Georgia
|
-$1.6M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.05M |
| 5 |
NC
NovaPoint Capital
Atlanta,
Georgia
|
-$860K |
IBTO Hedge Fund Activity: Q1 2025 in Review
71 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q1 2025, worth a combined $243M — up 21% from $200M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IBTO positions and 7 closed out — a net gain of 14 holders — while 23 added to existing stakes and 13 trimmed.
The largest buyer was Confluence Investment Management, opening a new position worth an estimated $16.8M. The largest seller was UBS Group, cutting an estimated $6.06M.
- 71 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q1 2025, up from 57 in Q4 2024.
- Funds reported $243M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q1 2025, up 21% quarter-over-quarter.
- 21 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q1 2025 and 7 closed out, a net change of +14 holders.
- The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q1 2025 was Confluence Investment Management, an estimated $16.8M added.
- The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q1 2025 was UBS Group, an estimated $6.06M sold.
Based on aggregated 13F filings for Q1 2025.