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iShares iBonds Dec 2033 Term Treasury ETF

75 hedge funds and large institutions have $286M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 15

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $261M → $286M (+$25.3M)

1% more funds holding

Funds holding: 7475 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.88% less ownership

Funds ownership: 73.99%71.11% (-2.9%)

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
35
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$239K +$5.31K +217 +2%
PAG
52
Private Advisor Group
New Jersey
$220K
KHC
53
Koesten Hirschmann & Crabtree
Kansas
$214K +$199K +8,140 New
JIR
54
James Investment Research
Ohio
$210K
S
55
SignatureFD
Georgia
$206K
Osaic Holdings
56
Osaic Holdings
Arizona
$193K -$35.7K -1,458 -16%
CB
57
CNB Bank
Pennsylvania
$147K +$146K +5,949 New
PWA
58
Physician Wealth Advisors
Utah
$103K
APW
59
Atlantic Private Wealth
North Carolina
$97.8K -$2.37K -97 -2%
IA
60
IFP Advisors
Florida
$95.8K -$75.2K -3,075 -44%
Comerica Bank
61
Comerica Bank
Texas
$81.2K +$54.4K +2,225 +208%
NWMP
62
Noble Wealth Management PBC
Colorado
$49.3K +$48.9K +2,000 New
ADL
63
Asset Dedication LLC
California
$43.7K +$12.3K +501 +39%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$33.1K +$32.8K +1,342 New
CTWM
65
Cherry Tree Wealth Management
Minnesota
$29.7K
ASN
66
Advisory Services Network
Georgia
$27.2K +$27K +1,105 New
CTC
67
Central Trust Company
Missouri
$27.1K -$1.79K -73 -6%
AF
68
Allworth Financial
California
$20.9K
CA
69
CoreCap Advisors
Michigan
$12K +$10.5K +429 +727%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$11.4K +$11.3K +463 New
LCM
71
Logan Capital Management
Pennsylvania
$6.9K +$318 +13 +5%
HBW
72
Hazlett, Burt & Watson
West Virginia
$4K +$3.89K +159 New
CA
73
Clearstead Advisors
Ohio
$3.05K +$3.03K +124 New
NA
74
NewEdge Advisors
Louisiana
$150
BTI
75
Blue Trust Inc
Georgia
$99

IBTO Hedge Fund Activity: Q3 2025 in Review

75 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q3 2025, worth a combined $286M — up 9.7% from $261M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBTO positions and 11 closed out — a net gain of 3 holders — while 35 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.24M. The largest seller was Equitable Holdings, exiting entirely with an estimated $2.48M sold.

  • 75 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q3 2025, up from 74 in Q2 2025.
  • Funds reported $286M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q3 2025, up 9.7% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q3 2025 and 11 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q3 2025 was Morgan Stanley, an estimated $6.24M added.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q3 2025 was Equitable Holdings, an estimated $2.48M sold.

Based on aggregated 13F filings for Q3 2025.