iShares iBonds Dec 2033 Term Treasury ETF
IBTO
33 hedge funds and large institutions have $106M 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.
1,250% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 2
313% more funds holding
Funds holding: 8 → 33 (+25)
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
194% more capital invested
Capital invested by funds: $35.9M → $106M (+$69.8M)
33.74% less ownership
Funds ownership: 117.23% → 83.49% (-34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$16.8M |
| 2 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$12M |
| 3 |
Morgan Stanley
New York
|
+$6.15M |
| 4 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$5.71M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$4.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.92M |
| 2 |
BlackRock
New York
|
-$1.18M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$352K |
IBTO Hedge Fund Activity: Q4 2023 in Review
33 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q4 2023, worth a combined $106M — up 194% from $35.9M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IBTO positions and 2 closed out — a net gain of 25 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Atlantic Union Bankshares, opening a new position worth an estimated $16.8M. The largest seller was Jane Street, cutting an estimated $1.92M.
- 33 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q4 2023, up from 8 in Q3 2023.
- Funds reported $106M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q4 2023, up 194% quarter-over-quarter.
- 27 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q4 2023 and 2 closed out, a net change of +25 holders.
- The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q4 2023 was Atlantic Union Bankshares, an estimated $16.8M added.
- The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q4 2023 was Jane Street, an estimated $1.92M sold.
Based on aggregated 13F filings for Q4 2023.