iShares iBonds Dec 2033 Term Treasury ETF
IBTO
83 hedge funds and large institutions have $327M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2026 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 10 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 15
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
1% more capital invested
Capital invested by funds: $323M → $327M (+$4.51M)
1% less funds holding
Funds holding: 84 → 83 (-1)
2.43% less ownership
Funds ownership: 71.9% → 69.47% (-2.4%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$8.54M |
| 2 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$2.04M |
| 3 |
MA
MCF Advisors
Covington,
Kentucky
|
+$1.89M |
| 4 |
BFO
Boston Family Office
Boston,
Massachusetts
|
+$1.7M |
| 5 |
Morgan Stanley
New York
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$12.7M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$2.26M |
| 3 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$1.62M |
| 4 |
GI
GLOBALT Investments
Atlanta,
Georgia
|
-$1.1M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$626K |
IBTO Hedge Fund Activity: Q2 2026 in Review
83 of the 8,271 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) for Q2 2026, worth a combined $327M — up 1.4% from $323M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IBTO positions and 10 closed out — a net gain of 2 holders — while 45 added to existing stakes and 15 trimmed.
The largest buyer was Atlantic Union Bankshares, adding an estimated $8.54M. The largest seller was PFG Private Wealth Management, exiting entirely with an estimated $12.7M sold.
- 83 institutional investors held iShares iBonds Dec 2033 Term Treasury ETF (IBTO) as of Q2 2026, down from 84 in Q1 2026.
- Funds reported $327M of iShares iBonds Dec 2033 Term Treasury ETF stock for Q2 2026, up 1.4% quarter-over-quarter.
- 12 funds opened new iShares iBonds Dec 2033 Term Treasury ETF positions in Q2 2026 and 10 closed out, a net change of +2 holders.
- The largest iShares iBonds Dec 2033 Term Treasury ETF buyer in Q2 2026 was Atlantic Union Bankshares, an estimated $8.54M added.
- The largest iShares iBonds Dec 2033 Term Treasury ETF seller in Q2 2026 was PFG Private Wealth Management, an estimated $12.7M sold.
Based on aggregated 13F filings for Q2 2026.