iShares iBonds Dec 2033 Term Treasury ETF
IBTO
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.
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: 74 → 75 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.88% less ownership
Funds ownership: 73.99% → 71.11% (-2.9%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$6.24M |
| 2 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$4.41M |
| 3 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$3.21M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.62M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.56M |
Top Sellers
| 1 |
EH
Equitable Holdings
New York
|
-$2.48M |
| 2 |
GI
GLOBALT Investments
Atlanta,
Georgia
|
-$1.33M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.2M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$655K |
| 5 |
Goldman Sachs
New York
|
-$574K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EH
76
Equitable Holdings
New York
| – | -$2.48M | -101,378 | Closed |
|
|
77
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.2M | -48,786 | Closed |
|
|
FTUS
78
Flow Traders U.S.
New York
| – | -$655K | -26,725 | Closed |
|
|
79
Goldman Sachs
New York
| – | -$574K | -23,419 | Closed |
|
|
IAIM
80
International Assets Investment Management
Orlando,
Florida
| – | -$501K | -19,336 | Closed |
|
|
JCM
81
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$362K | -14,756 | Closed |
|
|
APP
82
Avantax Planning Partners
Dubuque,
Iowa
| – | -$201K | -8,184 | Closed |
|
|
PFBT
83
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$46.9K | -1,912 | Closed |
|
|
CAL
84
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$46K | -1,873 | Closed |
|
|
SC
85
SouthState Corp
Winter Haven,
Florida
| – | -$1.08K | -44 | Closed |
|
86
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$833 | -34 | Closed |
|
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.