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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

57 hedge funds and large institutions have $200M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

27% more capital invested

Capital invested by funds: $157M → $200M (+$42.9M)

14% more funds holding

Funds holding: 50 → 57 (+7)

4.18% more ownership

Funds ownership: 72.77% → 76.95% (+4.2%)

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
24
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
GLOBALT Investments
Georgia
+$59.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.01M
3
Truist Financial
Truist Financial
North Carolina
+$3.39M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$2.11M
5
SF
Synovus Financial
Georgia
+$1.62M

Top Sellers

1
SL
Summitry LLC
California
-$25.4M
2
AUB
Atlantic Union Bankshares
Virginia
-$2.65M
3
Jane Street
Jane Street
New York
-$1.22M
4
SFS
Sowell Financial Services
Arkansas
-$465K
5
Wells Fargo
Wells Fargo
California
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
GLOBALT Investments
Georgia
$58.4M +$59.7M +2,470,895 New
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.2M +$2.11M +87,460 +7%
KF
3
Krilogy Financial
Missouri
$18.7M +$1.05M +43,503 +6%
AUB
4
Atlantic Union Bankshares
Virginia
$16.8M -$2.65M -109,720 -13%
UBS Group
5
UBS Group
Switzerland
$14.1M +$547K +22,622 +4%
Wells Fargo
6
Wells Fargo
California
$9.18M -$345K -14,254 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.48M +$8.01M +331,185 +1,188%
Morgan Stanley
8
Morgan Stanley
New York
$6.94M +$29.3K +1,211 +0.4%
EC
9
Estate Counselors
Wisconsin
$3.65M +$1.3K +54 +0%
Truist Financial
10
Truist Financial
North Carolina
$3.31M +$3.39M +140,091 New
PA
11
Probity Advisors
Texas
$2.96M +$576K +23,846 +23%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.72M +$692K +28,614 +33%
Raymond James Financial
13
Raymond James Financial
Florida
$2.44M +$2.49M +103,139 New
AWP
14
Accretive Wealth Partners
New Jersey
$2.34M +$32.7K +1,353 +1%
FA
15
Fagan Associates
New York
$1.74M +$218K +9,010 +14%
SCA
16
Snowden Capital Advisors
New York
$1.67M +$194K +8,025 +13%
Stifel Financial
17
Stifel Financial
Missouri
$1.59M +$36.6K +1,513 +2%
SF
18
Synovus Financial
Georgia
$1.58M +$1.62M +66,986 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.51M +$410K +16,981 +36%
ECM
20
Exchange Capital Management
Michigan
$1.16M +$1.19M +49,151 New
NC
21
NovaPoint Capital
Georgia
$860K +$101K +4,160 +14%
MBTD
22
Mechanics Bank - Trust Department
California
$780K +$60.4K +2,500 +8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$650K -$10.5K -435 -2%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$617K +$631K +26,107 New
Citadel Advisors
25
Citadel Advisors
Florida
$612K +$236K +9,783 +61%
1
2 3

IBTO Hedge Fund Activity: Q4 2024 in Review

57 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q4 2024, worth a combined $200M — up 27% from $157M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBTO positions and 8 closed out — a net gain of 8 holders — while 24 added to existing stakes and 9 trimmed.

The largest buyer was GLOBALT Investments, opening a new position worth an estimated $59.7M. The largest seller was Summitry LLC, exiting entirely with an estimated $25.4M sold.

  • 57 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q4 2024, up from 50 in Q3 2024.
  • Funds reported $200M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q4 2024, up 27% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q4 2024 and 8 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q4 2024 was GLOBALT Investments, an estimated $59.7M added.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q4 2024 was Summitry LLC, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2024.