Who Owns IBTO?
iShares iBonds Dec 2033 Term Treasury ETF — Institutional Ownership & 13F Holdings
$24.36
-0.04 (-0.14%)
Market Cap
$443.4M
Shares Outstanding
18,376,607
Institutional Holders
69
Total Inst. Value
$387.8M
% of Float Held
—
QoQ Holder Change
+34
Institutional data as of Q1 2025
New Positions
23
Closed Positions
7
Increased
21
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $232.2M | 9,517 |
| 2 | Federation des caisses Desjardins du Quebec | $31.5M | 1,289,380 |
| 3 | Krilogy Financial LLC | $20.9M | 855,060 |
| 4 | Atlantic Union Bankshares Corp | $17.9M | 733,299 |
| 5 | UBS Group AG | $8.4M | 345,505 |
| 6 | Cetera Investment AdvisersNew | $8.4M | 344,827 |
| 7 | MORGAN STANLEY | $8.2M | 336,582 |
| 8 | WELLS FARGO & COMPANY/MN | $7.0M | 288,705 |
| 9 | Headland Capital, LLCNew | $6.6M | 272,453 |
| 10 | Estate Counselors, LLC | $3.9M | 158,426 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +143 | $232.2M |
| Federation des caisses Desjardins du Quebec | +10K | $31.5M |
| Krilogy Financial LLC | +63K | $20.9M |
| Atlantic Union Bankshares Corp | +22K | $17.9M |
| Cetera Investment AdvisersNew | +345K | $8.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| UBS Group AG | -253K | $8.4M |
| WELLS FARGO & COMPANY/MN | -100K | $7.0M |
| RAYMOND JAMES FINANCIAL INC | -44K | $1.4M |
| TRUIST FINANCIAL CORP | -8K | $3.2M |
| Kestra Advisory Services, LLC | -4K | $340 |
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Frequently Asked Questions
How many institutional investors hold IBTO?
As of Q1 2025, 69 institutional investors report holding IBTO (iShares iBonds Dec 2033 Term Treasury ETF) in their 13F filings.
Which hedge fund owns the most IBTO?
The largest institutional holder of IBTO is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $232.2M in shares.
Are institutions buying or selling IBTO?
This quarter, 23 institutions opened new positions in IBTO and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.