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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

84 hedge funds and large institutions have $323M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 19

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

8% more funds holding

Funds holding: 78 → 84 (+6)

6% more capital invested

Capital invested by funds: $303M → $323M (+$19.4M)

1.17% more ownership

Funds ownership: 70.73% → 71.9% (+1.2%)

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
40
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPWM
PFG Private Wealth Management
Florida
+$12.1M
2
CIM
Confluence Investment Management
Missouri
+$10.9M
3
Ameriprise
Ameriprise
Minnesota
+$5.04M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.66M
5
CCG
Chatham Capital Group
Georgia
+$3.77M

Top Sellers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$32.6M
2
NC
NovaPoint Capital
Georgia
-$1.28M
3
Jane Street
Jane Street
New York
-$1.21M
4
KTM
Keeler Thomas Management
Utah
-$910K
5
Citadel Advisors
Citadel Advisors
Florida
-$708K
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
76
Hyposwiss Advisors
$27.3K – – –
AF
77
Allworth Financial
California
$20.6K +$20.8K +846 New
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.3K -$32.6M -1,328,335 -100%
CA
79
CoreCap Advisors
Michigan
$11.8K -$98 -4 -0.8%
ACA
80
Aptus Capital Advisors
Alabama
$10.1K +$10.2K +414 New
AWM
81
AE Wealth Management
Kansas
$7.24K -$9.16K -373 -56%
RFP
82
Root Financial Partners
California
$6.9K +$6.95K +283 New
HBW
83
Hazlett, Burt & Watson
West Virginia
$4K +$25 +1 +0.6%
BTI
84
Blue Trust Inc
Georgia
$3.54K -$34.6K -1,410 -91%
Jane Street
85
Jane Street
New York
– -$1.21M -49,473 Closed
NC
86
NovaPoint Capital
Georgia
– -$1.28M -48,824 Closed
Citadel Advisors
87
Citadel Advisors
Florida
– -$708K -28,851 Closed
WP
88
Walleye Partners
Wisconsin
– -$212K -8,645 Closed
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
– -$197K -8,025 Closed
FHA
90
Flagship Harbor Advisors
Massachusetts
– -$20.6K -837 Closed
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
– -$11.4K -463 Closed
NA
92
NewEdge Advisors
Louisiana
– -$152 -6 Closed
1 2 3
4

IBTO Hedge Fund Activity: Q1 2026 in Review

84 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q1 2026, worth a combined $323M — up 6.4% from $303M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBTO positions and 8 closed out — a net gain of 7 holders — while 40 added to existing stakes and 19 trimmed.

The largest buyer was PFG Private Wealth Management, opening a new position worth an estimated $12.1M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $32.6M.

  • 84 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q1 2026, up from 78 in Q4 2025.
  • Funds reported $323M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q1 2026, up 6.4% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q1 2026 and 8 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q1 2026 was PFG Private Wealth Management, an estimated $12.1M added.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q1 2026 was Federation des caisses Desjardins du Quebec, an estimated $32.6M sold.

Based on aggregated 13F filings for Q1 2026.