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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

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.

New
Increased
Maintained
Reduced
Closed

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

212% more capital invested

Capital invested by funds: $35.9M → $112M (+$76.3M)

28.67% less ownership

Funds ownership: 117.23% → 88.56% (-29%)

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
Atlantic Union Bankshares
Virginia
+$16.8M
2
Morgan Stanley
Morgan Stanley
New York
+$12.3M
3
KF
Krilogy Financial
Missouri
+$12M
4
TWM
TMD Wealth Management
Arizona
+$5.71M
5
SWA
Stratos Wealth Advisors
Ohio
+$4.86M

Top Sellers

1
Jane Street
Jane Street
New York
-$1.92M
2
BlackRock
BlackRock
New York
-$1.18M
3
Citadel Advisors
Citadel Advisors
Florida
-$352K
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.8M +$1.51M +63,478 +6%
AUB
2
Atlantic Union Bankshares
Virginia
$17.6M +$16.8M +707,256 New
Morgan Stanley
3
Morgan Stanley
New York
$12.9M +$12.3M +517,382 New
KF
4
Krilogy Financial
Missouri
$12.5M +$12M +504,259 New
Wells Fargo
5
Wells Fargo
California
$7.65M +$1.03M +43,412 +16%
TWM
6
TMD Wealth Management
Arizona
$5.97M +$5.71M +240,191 New
SWA
7
Stratos Wealth Advisors
Ohio
$5.08M +$4.86M +204,539 New
CAN
8
Cetera Advisor Networks
California
$4.36M +$4.18M +175,705 New
Goldman Sachs
9
Goldman Sachs
New York
$2.79M +$2.67M +112,469 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.24M +$2.14M +90,187 New
AWP
11
Accretive Wealth Partners
New Jersey
$2.2M +$2.11M +88,749 New
SCA
12
Snowden Capital Advisors
New York
$1.55M +$577K +24,265 +64%
Stifel Financial
13
Stifel Financial
Missouri
$1.48M +$1.42M +59,600 New
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$1.42M +$1.36M +57,268 New
UBS Group
15
UBS Group
Switzerland
$1.31M +$1.18M +49,794 +1,585%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.27M +$1.21M +51,051 New
PA
17
Probity Advisors
Texas
$895K +$857K +36,031 New
MBTD
18
Mechanics Bank - Trust Department
California
$522K +$499K +21,000 New
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$478K +$458K +19,247 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$348K +$333K +13,995 New
Jane Street
21
Jane Street
New York
$342K -$1.92M -80,674 -85%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$334K +$319K +13,433 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$321K +$308K +12,936 New
SIM
24
Stratos Investment Management
Ohio
$314K +$301K +12,654 New
Financial Engines Advisors
25
Financial Engines Advisors
California
$217K +$207K +8,716 New
1
2

IBTO Hedge Fund Activity: Q4 2023 in Review

33 of the 6,859 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 $112M — up 212% 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 $112M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q4 2023, up 212% 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.