iShares iBonds Dec 2033 Term Treasury ETF
IBTO
78 hedge funds and large institutions have $303M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 6 closing their positions.
156% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 16
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
6% more capital invested
Capital invested by funds: $286M → $303M (+$16.6M)
4% more funds holding
Funds holding: 75 → 78 (+3)
0.38% less ownership
Funds ownership: 71.11% → 70.73% (-0.38%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$6.42M |
| 2 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$2.11M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$1.59M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.57M |
| 5 |
Morgan Stanley
New York
|
+$1.47M |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.59M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.31M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.26M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$979K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$680K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of Montreal
Toronto,
Ontario, Canada
| $11.4K | – | – | – |
|
|
HBW
77
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $4K | +$49 | +2 | +1% |
|
|
NA
78
NewEdge Advisors
New Orleans,
Louisiana
| $152 | – | – | – |
|
|
TRCT
79
Tower Research Capital (TRC)
New York
| – | -$680K | -27,587 | Closed |
|
|
KHC
80
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| – | -$214K | -8,140 | Closed |
|
|
ASN
81
Advisory Services Network
Atlanta,
Georgia
| – | -$27.2K | -1,105 | Closed |
|
|
AF
82
Allworth Financial
Folsom,
California
| – | -$20.9K | -846 | Closed |
|
|
LCM
83
Logan Capital Management
Newtown Square,
Pennsylvania
| – | -$6.9K | -280 | Closed |
|
|
CA
84
Clearstead Advisors
Cleveland,
Ohio
| – | -$3.05K | -124 | Closed |
|
IBTO Hedge Fund Activity: Q4 2025 in Review
78 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q4 2025, worth a combined $303M — up 5.8% from $286M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBTO positions and 6 closed out — a net gain of 4 holders — while 41 added to existing stakes and 16 trimmed.
The largest buyer was Atlantic Union Bankshares, adding an estimated $6.42M. The largest seller was UBS Group, cutting an estimated $1.59M.
- 78 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q4 2025, up from 75 in Q3 2025.
- Funds reported $303M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q4 2025, up 5.8% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q4 2025 and 6 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q4 2025 was Atlantic Union Bankshares, an estimated $6.42M added.
- The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q4 2025 was UBS Group, an estimated $1.59M sold.
Based on aggregated 13F filings for Q4 2025.