I
iShares iBonds Dec 2033 Term Treasury
IBTO • NASDAQ
iShares iBonds Dec 2033 Term Treasury is an exchange-traded fund on NASDAQ. As of Q3 2025, 74 institutional investors hold shares in this ETF, with total holdings valued at $286.4M. GLOBALT Investments LLC / GA is the largest holder with a position valued at $55.9M.
Overview
Overview of institutional ownership in IBTO as of Q3 2025
All Institutions
- Institutions
- 74
- Value Held
- $286.4M
- Shares Held
- 11.6M
- Avg Position
- $3.9M
- Median Position
- $633.0K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $3.6M
- Shares Held
- 144.4K
- Avg Position
- $1.2M
- Median Position
- $1.2M
Biggest Investors
Institutions with the largest positions in IBTO as of Q3 2025
| Institution | Position Value |
|---|---|
 GLOBALT Investments LLC / GA Long Only Manager | $55.9M 2.04% of portfolio |
 Federation des caisses Desjardins du Quebec Fund of Funds | $32.9M 0.13% of portfolio |
 Union Bankshares Corp Institution | $26.2M 0.49% of portfolio |
 Krilogy Financial LLC RIA/Wealth | $26.0M 0.98% of portfolio |
 MORGAN STANLEY RIA/Wealth | $21.3M 0.00% of portfolio |
 CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | $16.7M 0.24% of portfolio |
 CHATHAM CAPITAL GROUP, INC. RIA/Wealth | $12.2M 1.75% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $11.5M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $9.6M 0.01% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $7.6M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IBTO in Q3 2025
- Traded
- +$25.1M
- Buyers
- 48
- Sellers
- 26
- Total Bought
- +$34.4M
- Total Sold
- −$9.2M
- Avg Position
- $3.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$6.3M +255.1K shares |
Krilogy Financial LLC RIA/Wealth | +$4.4M +180.1K shares |
Union Bankshares Corp Institution | +$3.2M +131.4K shares |
WELLS FARGO & COMPANY/MN Institution | +$2.6M +107.1K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$2.6M +104.6K shares |
 AMERIPRISE FINANCIAL INC Institution | +$2.6M +104.3K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$1.4M +58.5K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$1.2M +49.1K shares |
 L2 Asset Management, LLC Hedge Fund•Long/Short | +$1.2M +47.0K shares |
Cetera Investment Advisers RIA/Wealth | +$979.5K +39.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Equitable Holdings, Inc. Institution | −$2.5M −101.4K shares |
GLOBALT Investments LLC / GA Long Only Manager | −$1.3M −54.3K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.2M −48.8K shares |
F FLOW TRADERS U.S. LLC Institution | −$655.0K −26.7K shares |
 GOLDMAN SACHS GROUP INC Institution | −$574.0K −23.4K shares |
−$500.9K −19.3K shares | |
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | −$438.9K −17.8K shares |
 Simplicity Wealth,LLC RIA/Wealth | −$433.9K −17.6K shares |
 Reliant Wealth Planning RIA/Wealth | −$387.4K −15.7K shares |
 Jacobi Capital Management LLC RIA/Wealth | −$361.7K −14.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IBTO in Q3 2025
- New Positions
- 12
- New Value
- $7.8M
- Exited Positions
- 11
- Exited Value
- $6.1M
New Positions
| Institution | Position Value |
|---|---|
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $2.6M 104.6K shares |
AMERIPRISE FINANCIAL INC Institution | $2.6M 104.3K shares |
L2 Asset Management, LLC Hedge Fund•Long/Short | $1.2M 47.0K shares |
T Tower Research Capital LLC Institution | $680.0K 27.6K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $439.4K 17.8K shares |
 Koesten, Hirschmann & Crabtree, INC. RIA/Wealth | $213.5K 8.1K shares |
C CNB Bank Institution | $146.6K 5.9K shares |
 Rockefeller Capital Management L.P. Long Only Manager | $33.1K 1.3K shares |
A Advisory Services Network, LLC RIA/Wealth | $27.2K 1.1K shares |
 BANK OF MONTREAL /CAN/ Institution | $11.4K 463.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Equitable Holdings, Inc. Institution | $2.5M 101.4K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.2M 48.8K shares |
F FLOW TRADERS U.S. LLC Institution | $655.0K 26.7K shares |
GOLDMAN SACHS GROUP INC Institution | $574.0K 23.4K shares |
$500.9K 19.3K shares | |
Jacobi Capital Management LLC RIA/Wealth | $361.7K 14.8K shares |
$200.6K 8.2K shares | |
P Parkside Financial Bank & Trust Institution | $46.9K 1.9K shares |
 Capital Analysts, Inc. RIA/Wealth | $45.9K 1.9K shares |
 FIRST FINANCIAL HOLDINGS, INC. Institution | $1.1K 44.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in IBTO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IBTO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Headland Capital, LLC RIA/Wealth | 2.04% $7.3M |
GLOBALT Investments LLC / GA Long Only Manager | 2.04% $55.9M |
CHATHAM CAPITAL GROUP, INC. RIA/Wealth | 1.75% $12.2M |
 Accretive Wealth Partners, LLC RIA/Wealth | 1.02% $3.3M |
Krilogy Financial LLC RIA/Wealth | 0.98% $26.0M |
 Probity Advisors, Inc. RIA/Wealth | 0.58% $3.6M |
 Keeler THomas Management LLC RIA/Wealth | 0.58% $1.3M |
Union Bankshares Corp Institution | 0.49% $26.2M |
 Greater Midwest Financial Group, LLC RIA/Wealth | 0.39% $551.9K |
 FAGAN ASSOCIATES, INC. RIA/Wealth | 0.28% $2.0M |
Hedge Fund Spotlight
Discover hedge funds investing in IBTO
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
I
Position in iShares iBonds Dec 2033 Term Treasury
- Market Value
- $439.4K
- Shares Held
- 17.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
