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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

Overview Fund Activity

33 hedge funds and large institutions have $112M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
33
Holders Change
+25
Holders Change %
+312.5%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
27
Increased
4
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AUB
1
Atlantic Union Bankshares
Virginia
$17.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.9M
3
KF
3
Krilogy Financial
Missouri
$12.5M
4
TWM
4
TMD Wealth Management
Arizona
$5.97M
5
SWA
5
Stratos Wealth Advisors
Ohio
$5.08M

Top Sellers

1
Jane Street
1
Jane Street
New York
$342K
2
BlackRock
2
BlackRock
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.8M 1,120,440 +63,478 +6%
AUB
2
Atlantic Union Bankshares
Virginia
$17.6M 707,256 +707,256 New
Morgan Stanley
3
Morgan Stanley
New York
$12.9M 517,382 +517,382 New
KF
4
Krilogy Financial
Missouri
$12.5M 504,259 +504,259 New
Wells Fargo
5
Wells Fargo
California
$7.65M 307,945 +43,412 +16%
TWM
6
TMD Wealth Management
Arizona
$5.97M 240,191 +240,191 New
SWA
7
Stratos Wealth Advisors
Ohio
$5.08M 204,539 +204,539 New
CAN
8
Cetera Advisor Networks
California
$4.36M 175,705 +175,705 New
Goldman Sachs
9
Goldman Sachs
New York
$2.79M 112,469 +112,469 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.24M 90,187 +90,187 New
AWP
11
Accretive Wealth Partners
New Jersey
$2.2M 88,749 +88,749 New
SCA
12
Snowden Capital Advisors
New York
$1.55M 62,389 +24,265 +64%
Stifel Financial
13
Stifel Financial
Missouri
$1.48M 59,600 +59,600 New
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$1.42M 57,268 +57,268 New
UBS Group
15
UBS Group
Switzerland
$1.31M 52,935 +49,794 +1,585%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.27M 51,051 +51,051 New
PA
17
Probity Advisors
Texas
$895K 36,031 +36,031 New
MBTD
18
Mechanics Bank - Trust Department
California
$522K 21,000 +21,000 New
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$478K 19,247 +19,247 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$348K 13,995 +13,995 New
Jane Street
21
Jane Street
New York
$342K 13,757 -80,674 -85%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$334K 13,433 +13,433 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$321K 12,936 +12,936 New
SIM
24
Stratos Investment Management
Ohio
$314K 12,654 +12,654 New
Financial Engines Advisors
25
Financial Engines Advisors
California
$217K 8,716 +8,716 New
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