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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

50 hedge funds and large institutions have $157M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

175% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 8

16% more funds holding

Funds holding: 43 → 50 (+7)

4% less capital invested

Capital invested by funds: $164M → $157M (-$6.74M)

7.1% less ownership

Funds ownership: 79.87% → 72.77% (-7.1%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
22
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.61M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$904K
3
KF
Krilogy Financial
Missouri
+$799K
4
NC
NovaPoint Capital
Georgia
+$746K
5
FA
Fagan Associates
New York
+$420K

Top Sellers

1
AUB
Atlantic Union Bankshares
Virginia
-$7.23M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$6.63M
3
Goldman Sachs
Goldman Sachs
New York
-$3.57M
4
APP
Avantax Planning Partners
Iowa
-$1.95M
5
ECM
Exchange Capital Management
Michigan
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.9M +$904K +36,497 +3%
SL
2
Summitry LLC
California
$25.4M +$355K +14,353 +1%
AUB
3
Atlantic Union Bankshares
Virginia
$20.6M -$7.23M -291,845 -26%
KF
4
Krilogy Financial
Missouri
$18.8M +$799K +32,282 +5%
UBS Group
5
UBS Group
Switzerland
$14.5M +$53.5K +2,160 +0.4%
Wells Fargo
6
Wells Fargo
California
$10.1M -$69.9K -2,824 -0.7%
Morgan Stanley
7
Morgan Stanley
New York
$7.34M +$224K +9,040 +3%
EC
8
Estate Counselors
Wisconsin
$3.88M -$7.63K -308 -0.2%
RJA
9
Raymond James & Associates
Florida
$2.81M +$88.2K +3,564 +3%
PA
10
Probity Advisors
Texas
$2.55M +$300K +12,112 +14%
AWP
11
Accretive Wealth Partners
New Jersey
$2.46M +$40.2K +1,625 +2%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.17M +$43.9K +1,774 +2%
Stifel Financial
13
Stifel Financial
Missouri
$1.65M +$90.3K +3,646 +6%
Jane Street
14
Jane Street
New York
$1.63M +$1.61M +64,972 New
FA
15
Fagan Associates
New York
$1.62M +$420K +16,960 +36%
SCA
16
Snowden Capital Advisors
New York
$1.58M +$49.4K +1,995 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.18M +$211K +8,511 +22%
NC
18
NovaPoint Capital
Georgia
$795K +$746K +30,114 New
MBTD
19
Mechanics Bank - Trust Department
California
$766K – – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$701K +$30.4K +1,226 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$700K +$6.73K +272 +1%
Osaic Holdings
22
Osaic Holdings
Arizona
$615K +$23K +928 +4%
KAS
23
Kestra Advisory Services
Texas
$489K +$6.71K +271 +1%
SFS
24
Sowell Financial Services
Arkansas
$465K -$53K -2,140 -10%
BEI
25
Benjamin Edwards Inc
Missouri
$444K +$392K +15,844 +865%
1
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IBTO Hedge Fund Activity: Q3 2024 in Review

50 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q3 2024, worth a combined $157M — down 4.1% from $164M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBTO positions and 4 closed out — a net gain of 8 holders — while 22 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.61M. The largest seller was Atlantic Union Bankshares, cutting an estimated $7.23M.

  • 50 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q3 2024, up from 43 in Q2 2024.
  • Funds reported $157M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q3 2024, down 4.1% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q3 2024 and 4 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q3 2024 was Jane Street, an estimated $1.61M added.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q3 2024 was Atlantic Union Bankshares, an estimated $7.23M sold.

Based on aggregated 13F filings for Q3 2024.