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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

71 hedge funds and large institutions have $243M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

25% more funds holding

Funds holding: 57 → 71 (+14)

21% more capital invested

Capital invested by funds: $200M → $243M (+$42.9M)

3.73% less ownership

Funds ownership: 76.95% → 73.22% (-3.7%)

Holders
71
Holders Change
+14
Holders Change %
+24.56%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
23
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIM
Confluence Investment Management
Missouri
+$16.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.25M
3
HC
Headland Capital
South Carolina
+$6.52M
4
CCG
Chatham Capital Group
Georgia
+$3.55M
5
EH
Equitable Holdings
New York
+$1.84M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$6.06M
2
Wells Fargo
Wells Fargo
California
-$2.39M
3
GI
GLOBALT Investments
Georgia
-$1.6M
4
Raymond James Financial
Raymond James Financial
Florida
-$1.05M
5
NC
NovaPoint Capital
Georgia
-$860K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
GLOBALT Investments
Georgia
$58.7M -$1.6M -66,793 -3%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.5M +$238K +9,937 +0.8%
KF
3
Krilogy Financial
Missouri
$20.9M +$1.5M +62,745 +8%
AUB
4
Atlantic Union Bankshares
Virginia
$17.9M +$531K +22,206 +3%
CIM
5
Confluence Investment Management
Missouri
$17.1M +$16.8M +700,979 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$9.02M +$255K +10,675 +3%
UBS Group
7
UBS Group
Switzerland
$8.43M -$6.06M -253,059 -42%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$8.41M +$8.25M +344,827 New
Morgan Stanley
9
Morgan Stanley
New York
$8.21M +$1.03M +42,962 +15%
Wells Fargo
10
Wells Fargo
California
$7.04M -$2.39M -99,813 -26%
HC
11
Headland Capital
South Carolina
$6.65M +$6.52M +272,453 New
EC
12
Estate Counselors
Wisconsin
$3.87M +$92.6K +3,870 +3%
CCG
13
Chatham Capital Group
Georgia
$3.62M +$3.55M +148,535 New
HighTower Advisors
14
HighTower Advisors
Illinois
$3.61M +$779K +32,547 +28%
PA
15
Probity Advisors
Texas
$3.34M +$271K +11,332 +9%
Truist Financial
16
Truist Financial
North Carolina
$3.21M -$201K -8,418 -6%
AWP
17
Accretive Wealth Partners
New Jersey
$3.05M +$638K +26,675 +27%
Stifel Financial
18
Stifel Financial
Missouri
$2.35M +$699K +29,223 +43%
SCA
19
Snowden Capital Advisors
New York
$2.02M +$286K +11,970 +17%
EH
20
Equitable Holdings
New York
$1.87M +$1.84M +76,724 New
SF
21
Synovus Financial
Georgia
$1.87M +$231K +9,659 +14%
FA
22
Fagan Associates
New York
$1.76M -$35.9K -1,500 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.63M +$67K +2,799 +4%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.56M +$864K +36,116 +138%
Raymond James Financial
25
Raymond James Financial
Florida
$1.45M -$1.05M -43,775 -42%
1
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IBTO Hedge Fund Activity: Q1 2025 in Review

71 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q1 2025, worth a combined $243M — up 21% from $200M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBTO positions and 7 closed out — a net gain of 14 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Confluence Investment Management, opening a new position worth an estimated $16.8M. The largest seller was UBS Group, cutting an estimated $6.06M.

  • 71 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q1 2025, up from 57 in Q4 2024.
  • Funds reported $243M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q1 2025, up 21% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q1 2025 and 7 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q1 2025 was Confluence Investment Management, an estimated $16.8M added.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q1 2025 was UBS Group, an estimated $6.06M sold.

Based on aggregated 13F filings for Q1 2025.