iShares iBonds Dec 2033 Term Treasury ETF
IBTO
74 hedge funds and large institutions have $261M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 5 closing their positions.
121% more capital inflows, than outflows
Capital inflows: $30.9M | Capital outflows: $14M
106% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 17
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
4% more funds holding
Funds holding: 71 → 74 (+3)
0.77% more ownership
Funds ownership: 73.22% → 73.99% (+0.77%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Chatham Capital Group
Savannah,
Georgia
|
+$7.89M |
| 2 |
Morgan Stanley
New York
|
+$6.58M |
| 3 |
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$4.8M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.18M |
| 5 |
Reliant Wealth Planning
Louisville,
Kentucky
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Estate Counselors
Thiensville,
Wisconsin
|
-$3.87M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.49M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.08M |
| 4 |
GLOBALT Investments
Atlanta,
Georgia
|
-$1.96M |
| 5 |
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$985K |
IBTO Hedge Fund Activity: Q2 2025 in Review
74 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q2 2025, worth a combined $261M — up 7.5% from $243M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBTO positions and 5 closed out — a net gain of 5 holders — while 35 added to existing stakes and 17 trimmed.
The largest buyer was Chatham Capital Group, adding an estimated $7.89M. The largest seller was Estate Counselors, exiting entirely with an estimated $3.87M sold.
- 74 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q2 2025, up from 71 in Q1 2025.
- Funds reported $261M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q2 2025, up 7.5% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q2 2025 and 5 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q2 2025 was Chatham Capital Group, an estimated $7.89M added.
- The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q2 2025 was Estate Counselors, an estimated $3.87M sold.
Based on aggregated 13F filings for Q2 2025.