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iShares iBonds Dec 2033 Term Corporate ETF
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Overview Fund Activity

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
–

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$65.6M
2
AUB
2
Atlantic Union Bankshares
Virginia
$5.26M
3
HW
3
Hancock Whitney
Mississippi
$4.74M
4
Ameriprise
4
Ameriprise
Minnesota
$4.56M
5
SIC
5
Sigma Investment Counselors
Michigan
$26.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
VVP
2
Venture Visionary Partners
Ohio
$369K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
EC
4
Estate Counselors
Wisconsin
$0
5
FIB
5
First Interstate Bank
Montana
$48.4M
Name Market Value Shares Shares
Change 		Shares
Change %
KF
26
Krilogy Financial
Missouri
$4.78M 184,691 -9,954 -5%
HW
27
Hancock Whitney
Mississippi
$4.74M 182,942 +182,942 New
BEI
28
Benjamin Edwards Inc
Missouri
$4.56M 176,136 +9,488 +6%
Ameriprise
29
Ameriprise
Minnesota
$4.56M 175,946 +165,821 +1,638%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$4.49M 173,201 +121,193 +233%
4FG
31
4Thought Financial Group
New York
$4.37M 168,539 +3,933 +2%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$4.04M 155,955 +8,614 +6%
JIR
33
James Investment Research
Ohio
$4.02M 155,251 -1,616 -1%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$3.8M 146,649 +145,847 +18,185%
PA
35
Probity Advisors
Texas
$3.63M 140,036 +12,473 +10%
EPW
36
Evergreen Private Wealth
Colorado
$3.29M 127,066 +8,251 +7%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$3.15M 121,389 +1,246 +1%
HighTower Advisors
38
HighTower Advisors
Illinois
$3.12M 120,584 +20,468 +20%
MSRI
39
Michael S. Ryan Inc
New York
$2.54M 98,105 +5,802 +6%
SHA
40
Seneca House Advisors
Virginia
$2.48M 95,684 +5,840 +7%
LWM
41
Lyell Wealth Management
California
$2.34M 90,245 +34,125 +61%
SWMG
42
Signature Wealth Management Group
Georgia
$2.29M 88,337 +1,865 +2%
SP
43
Stonebrook Private
Michigan
$2.22M 85,746 +1,874 +2%
MSWM
44
McGlone Suttner Wealth Management
Wisconsin
$2.17M 83,872 +780 +0.9%
Mariner
45
Mariner
Kansas
$2.07M 79,797 +2,475 +3%
MA
46
MCF Advisors
Kentucky
$1.94M 74,904 +2,753 +4%
ACS
47
Archford Capital Strategies
Illinois
$1.91M 73,675 -3,528 -5%
LPL Financial
48
LPL Financial
California
$1.84M 70,973 +4,520 +7%
QFA
49
Quantum Financial Advisors
California
$1.65M 63,626 +2,963 +5%
CCM
50
Coldstream Capital Management
Washington
$1.4M 53,942 +823 +2%
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