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iShares iBonds Dec 2033 Term Corporate ETF

120 hedge funds and large institutions have $538M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
120
Holders Change
+7
Holders Change %
+6.19%
% of All Funds
1.61%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
20
Increased
60
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIA
1
Capital Investment Advisors
Georgia
$65.6M 2,531,308 +261,693 +12%
FIB
2
First Interstate Bank
Montana
$48.4M 1,866,918 -42,144 -2%
Bank of America
3
Bank of America
North Carolina
$36M 1,388,008 -39,384 -3%
SIC
4
Sigma Investment Counselors
Michigan
$26.4M 1,017,190 +150,421 +17%
SL
5
Summitry LLC
California
$25.6M 988,455 +32,766 +3%
Morgan Stanley
6
Morgan Stanley
New York
$24.9M 959,753 +96,809 +11%
MCM
7
MV Capital Management
Maryland
$20.6M 793,721 -8,231 -1%
US Bancorp
8
US Bancorp
Minnesota
$20.2M 781,335 +97,512 +14%
EFP
9
Envision Financial Planning
Tennessee
$17.6M 677,596 +26,925 +4%
AF
10
Arrow Financial
New York
$14.7M 566,352 -4,513 -0.8%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$12.8M 492,919 -12,275 -2%
Wells Fargo
12
Wells Fargo
California
$12.6M 486,165 -15,709 -3%
MLA
13
MB, Levis & Associates
Pennsylvania
$12.3M 474,707 +8,057 +2%
PPWM
14
PFG Private Wealth Management
Florida
$10.7M 412,568 +11,721 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.76M 376,601 -8,493 -2%
UBS Group
16
UBS Group
Switzerland
$9.61M 371,078 -11,648 -3%
IW
17
Instrumental Wealth
Florida
$9.37M 367,159 +11,167 +3%
CIM
18
Confluence Investment Management
Missouri
$7.96M 307,307 -1,198 -0.4%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$7.88M 304,136 +21,988 +8%
KAS
20
Kestra Advisory Services
Texas
$6.45M 249,063 +23,494 +10%
GPA
21
Guidance Point Advisors
Massachusetts
$6.31M 243,451 +9,995 +4%
Raymond James Financial
22
Raymond James Financial
Florida
$6.3M 243,387 -2,327 -0.9%
AUB
23
Atlantic Union Bankshares
Virginia
$5.26M 203,241 +203,241 New
Lido Advisors
24
Lido Advisors
California
$4.94M 190,609 +13,069 +7%
PA
25
Parallel Advisors
California
$4.88M 188,406 +16,373 +10%