ISHARES IBONDS DEC 2033 TRES (IBTO) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS DEC 2033 TRES (IBTO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Atlantic Union Bankshares Corp, Mcf Advisors Llc, Boston Family Office Llc, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-3,178-21.7%11,482$277.07KQ2 2026Sep 09, 2026
Mercer Global Advisors IncBuy+20,326+14.9%156,446$3.78MQ2 2026Aug 19, 2026
United Capital Financial Advisors, LlcBuy+14,424+14.4%114,527$2.76MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+357,210357,210$8.61MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+38,32338,323$924.79KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+18,912+13.9%155,157$3.74MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+9,5529,552$230.51KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+7,054+5.5%134,229$3.24MQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Buy+6,098+9.6%69,777$1.68MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+3,789+1.2%327,219$7.90MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+3,4643,464$83.61KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-2,021-2.2%90,891$2.19MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Buy+449+2.4%19,425$468.76KQ2 2026Aug 14, 2026
Jpl Wealth Management, LlcSell-329-1.9%17,074$412.03KQ2 2026Aug 14, 2026
Logan Capital Management IncBuy+280280$6.75KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-152-3.0%4,952$119.51KQ2 2026Aug 14, 2026
Morgan StanleyBuy+64,487+6.5%1,053,283$25.42MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-8,550-36.0%15,219$367.26KQ2 2026Aug 13, 2026
L2 Asset Management, LlcBuy+1,265+2.3%55,364$1.34MQ2 2026Aug 13, 2026
Ubs Group AgBuy+1,108+0.6%179,532$4.33MQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsSell-406-2.1%18,896$455.99KQ2 2026Aug 13, 2026
Snowden Capital Advisors LlcBuy+208+0.2%85,027$2.05MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+15+1.1%1,384$33.40KQ2 2026Aug 13, 2026
Mcf Advisors LlcBuy+77,99777,997$2.01MQ2 2026Aug 12, 2026
Boston Family Office LlcBuy+70,35970,359$1.70MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+10,997+2.7%414,307$10.00MQ2 2026Aug 12, 2026
Stifel Financial CorpSell-10,713-7.9%124,670$3.01MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+4,5434,543$109.63KQ2 2026Aug 12, 2026
Atlantic Union Bankshares CorpBuy+353,390+24.2%1,813,486$43.76MQ2 2026Aug 11, 2026
Stockman Wealth Management, Inc.Buy+57,55157,551$1.39MQ2 2026Aug 11, 2026
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Frequently asked questions about IBTO activity

  • Which institutional owners are buying IBTO?

    Institutional owners buying IBTO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IBTO activity?

    "Buy" means an investor increased their reported position in IBTO compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2033 TRES (IBTO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBTO increasing?

    Institutional interest in IBTO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.