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iShares iBonds Dec 2033 Term Treasury ETF

75 hedge funds and large institutions have $286M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 15

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $261M → $286M (+$25.3M)

1% more funds holding

Funds holding: 7475 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.88% less ownership

Funds ownership: 73.99%71.11% (-2.9%)

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
35
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GLOBALT Investments
Georgia
$55.9M -$1.33M -54,310 -2%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.9M +$635K +25,975 +2%
AUB
3
Atlantic Union Bankshares
Virginia
$26.2M +$3.21M +131,429 +14%
KF
4
Krilogy Financial
Missouri
$26M +$4.41M +180,116 +20%
Morgan Stanley
5
Morgan Stanley
New York
$21.3M +$6.24M +255,122 +42%
CIM
6
Confluence Investment Management
Missouri
$16.7M -$436K -17,807 -3%
CCG
7
Chatham Capital Group
Georgia
$12.2M +$455K +18,620 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$11.5M +$1.43M +58,506 +14%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$9.64M +$972K +39,738 +11%
Wells Fargo
10
Wells Fargo
California
$7.63M +$2.62M +107,071 +53%
HC
11
Headland Capital
South Carolina
$7.28M +$269K +10,985 +4%
UBS Group
12
UBS Group
Switzerland
$5.79M -$189K -7,713 -3%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.56M +$621K +25,398 +16%
PA
14
Probity Advisors
Texas
$3.59M +$1.3K +53 +0%
AWP
15
Accretive Wealth Partners
New Jersey
$3.33M +$76.3K +3,120 +2%
Truist Financial
16
Truist Financial
North Carolina
$3.23M +$106K +4,320 +3%
Stifel Financial
17
Stifel Financial
Missouri
$2.6M +$49K +2,003 +2%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$2.58M +$2.56M +104,586 New
Ameriprise
19
Ameriprise
Minnesota
$2.55M +$2.55M +104,347 New
SCA
20
Snowden Capital Advisors
New York
$2.04M
FA
21
Fagan Associates
New York
$2.03M +$51.8K +2,117 +3%
Citadel Advisors
22
Citadel Advisors
Florida
$1.96M +$1.2M +49,107 +161%
Raymond James Financial
23
Raymond James Financial
Florida
$1.83M +$372K +15,207 +26%
Bank of America
24
Bank of America
North Carolina
$1.64M +$790K +32,291 +94%
SF
25
Synovus Financial
Georgia
$1.6M -$151K -6,163 -9%

IBTO Hedge Fund Activity: Q3 2025 in Review

75 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q3 2025, worth a combined $286M — up 9.7% from $261M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBTO positions and 11 closed out — a net gain of 3 holders — while 35 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.24M. The largest seller was Equitable Holdings, exiting entirely with an estimated $2.48M sold.

  • 75 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q3 2025, up from 74 in Q2 2025.
  • Funds reported $286M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q3 2025, up 9.7% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q3 2025 and 11 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q3 2025 was Morgan Stanley, an estimated $6.24M added.
  • The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q3 2025 was Equitable Holdings, an estimated $2.48M sold.

Based on aggregated 13F filings for Q3 2025.