IBTO

Ishares Ibonds Dec 2033 Tres

+$75.0M

Net Activity

Institutions Holding

84

Popularity Rank

#4838

Avg Weight

0.21%

Total Value

$322.5M

Ownership Trend

84 institutions currently hold IBTO, with 56 net buyers and 27 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

27

Net Buying Institutions

56

Key Holders

Key Holders

Top 5 by Value

GI
GLOBALT Investments LLC / GA
$58.8M
AU
Atlantic Union Bankshares Corp
$35.6M
KF
Krilogy Financial LLC
$27.4M
CI
Confluence Investment Management LLC
$26.4M
MS
Morgan Stanley
$24.1M

Top 5 by Conviction

PP
PFG Private Wealth Management, LLC
5.40%
CC
Chatham Capital Group, INC.
2.37%
HC
Headland Capital, LLC
2.15%
GI
GLOBALT Investments LLC / GA
2.10%
AW
Accretive Wealth Partners, LLC
0.95%
View all 84 holding institutions

Quarterly Activity

Recent Activity

+$289.9M

Total Buy Value

$75.5M

Total Sell Value

New buy16
Trim19
Add40
Sold out8

56

Net Buyers

27

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES IBONDS DEC 2033 TRES (IBTO)?
Major stakeholders currently include GLOBALT Investments LLC / GA ($58.8M), Atlantic Union Bankshares Corp ($35.6M), Krilogy Financial LLC ($27.4M). Based on the latest 13F filings, there are a total of 84 tracked investment funds and institutions maintaining positions in IBTO.
What is the overall institutional sentiment toward IBTO recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $75.0M, driven by 56 managers accumulating shares while 27 reduced their exposure.
Which institutions have been selling or reducing their IBTO positions?
In the latest period, 19 funds trimmed their holdings, and 8 managers completely exited their positions. The aggregate reported sell value was $75.5M.
Are there any notable investors adding IBTO to their portfolios?
Yes, buying activity remains notable. 16 institutions opened new positions in {ticker}, and 40 existing holders added to their shares. The total reported buy value for the quarter amounted to $289.9M.

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