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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

83 hedge funds and large institutions have $327M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2026 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 15

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more capital invested

Capital invested by funds: $323M → $327M (+$4.51M)

1% less funds holding

Funds holding: 84 → 83 (-1)

2.43% less ownership

Funds ownership: 71.9% → 69.47% (-2.4%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
12
Increased
45
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AUB
Atlantic Union Bankshares
Virginia
+$8.54M
2
KF
Krilogy Financial
Missouri
+$2.04M
3
MA
MCF Advisors
Kentucky
+$1.89M
4
BFO
Boston Family Office
Massachusetts
+$1.7M
5
Morgan Stanley
Morgan Stanley
New York
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
PPWM
PFG Private Wealth Management
Florida
-$12.7M
2
CIM
Confluence Investment Management
Missouri
-$2.26M
3
PA
PFG Advisors
Arizona
-$1.62M
4
GI
GLOBALT Investments
Georgia
-$1.1M
5
TRCT
Tower Research Capital (TRC)
New York
-$626K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$385K +$1.96K +81 +0.5%
IWC
52
Integrated Wealth Concepts
Massachusetts
$380K +$25.9K +1,073 +7%
JSA
53
Jim Saulnier & Associates
Colorado
$375K +$38.9K +1,608 +12%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$367K -$207K -8,550 -36%
LIM
55
Leavell Investment Management
Alabama
$344K +$29.9K +1,235 +9%
SPP
56
Single Point Partners
Massachusetts
$331K +$332K +13,718 New
KTM
57
Keeler Thomas Management
Utah
$311K -$138K -5,714 -31%
OMIC
58
Old Mission Investment Co
Michigan
$297K +$298K +12,320 New
IA
59
IFP Advisors
Florida
$253K +$127K +5,234 +100%
S
60
SignatureFD
Georgia
$251K +$50.1K +2,071 +25%
VAS
61
Vestmark Advisory Solutions
Massachusetts
$231K +$231K +9,552 New
GPA
62
Guidance Point Advisors
Massachusetts
$216K +$10.8K +445 +5%
PAG
63
Private Advisor Group
New Jersey
$215K – – –
JIR
64
James Investment Research
Ohio
$206K – – –
CCM
65
Coldstream Capital Management
Washington
$203K – – –
PWA
66
Physician Wealth Advisors
Utah
$183K +$82.3K +3,404 +82%
ADL
67
Asset Dedication LLC
California
$123K +$57.9K +2,394 +88%
Osaic Holdings
68
Osaic Holdings
Arizona
$120K -$3.67K -152 -3%
HI
69
Harbour Investments
Wisconsin
$110K +$110K +4,543 New
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$88.4K +$314 +13 +0.4%
APFP
71
Action Point Financial Planning
Michigan
$83.6K +$83.7K +3,464 New
CB
72
CNB Bank
Pennsylvania
$81.4K +$3.96K +164 +5%
APW
73
Atlantic Private Wealth
North Carolina
$72.6K -$21.6K -893 -23%
CTC
74
Central Trust Company
Missouri
$34.4K – – –
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$33.4K +$363 +15 +1%
1 2
3
4

IBTO Hedge Fund Activity: Q2 2026 in Review

83 of the 8,273 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q2 2026, worth a combined $327M — up 1.4% from $323M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBTO positions and 10 closed out — a net gain of 2 holders — while 45 added to existing stakes and 15 trimmed.

The largest buyer was Atlantic Union Bankshares, adding an estimated $8.54M. The largest seller was PFG Private Wealth Management, exiting entirely with an estimated $12.7M sold.

  • 83 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q2 2026, down from 84 in Q1 2026.
  • Funds reported $327M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q2 2026, up 1.4% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q2 2026 and 10 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q2 2026 was Atlantic Union Bankshares, an estimated $8.54M added.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q2 2026 was PFG Private Wealth Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q2 2026.