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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -3,178 | -21.7% | 11,482 | $277.07K | Q2 2026 | Sep 09, 2026 |
| Mercer Global Advisors Inc | Buy | +20,326 | +14.9% | 156,446 | $3.78M | Q2 2026 | Aug 19, 2026 |
| United Capital Financial Advisors, Llc | Buy | +14,424 | +14.4% | 114,527 | $2.76M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +357,210 | — | 357,210 | $8.61M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +38,323 | — | 38,323 | $924.79K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +18,912 | +13.9% | 155,157 | $3.74M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +9,552 | — | 9,552 | $230.51K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +7,054 | +5.5% | 134,229 | $3.24M | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +6,098 | +9.6% | 69,777 | $1.68M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +3,789 | +1.2% | 327,219 | $7.90M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +3,464 | — | 3,464 | $83.61K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -2,021 | -2.2% | 90,891 | $2.19M | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Buy | +449 | +2.4% | 19,425 | $468.76K | Q2 2026 | Aug 14, 2026 |
| Jpl Wealth Management, Llc | Sell | -329 | -1.9% | 17,074 | $412.03K | Q2 2026 | Aug 14, 2026 |
| Logan Capital Management Inc | Buy | +280 | — | 280 | $6.75K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -152 | -3.0% | 4,952 | $119.51K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +64,487 | +6.5% | 1,053,283 | $25.42M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -8,550 | -36.0% | 15,219 | $367.26K | Q2 2026 | Aug 13, 2026 |
| L2 Asset Management, Llc | Buy | +1,265 | +2.3% | 55,364 | $1.34M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +1,108 | +0.6% | 179,532 | $4.33M | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | Sell | -406 | -2.1% | 18,896 | $455.99K | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors Llc | Buy | +208 | +0.2% | 85,027 | $2.05M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +15 | +1.1% | 1,384 | $33.40K | Q2 2026 | Aug 13, 2026 |
| Mcf Advisors Llc | Buy | +77,997 | — | 77,997 | $2.01M | Q2 2026 | Aug 12, 2026 |
| Boston Family Office Llc | Buy | +70,359 | — | 70,359 | $1.70M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +10,997 | +2.7% | 414,307 | $10.00M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -10,713 | -7.9% | 124,670 | $3.01M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +4,543 | — | 4,543 | $109.63K | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | Buy | +353,390 | +24.2% | 1,813,486 | $43.76M | Q2 2026 | Aug 11, 2026 |
| Stockman Wealth Management, Inc. | Buy | +57,551 | — | 57,551 | $1.39M | Q2 2026 | Aug 11, 2026 |
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.