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iShares iBonds Dec 2033 Term Corporate ETF
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Overview Fund Activity

96 hedge funds and large institutions have $501M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
96
Holders Change
+16
Holders Change %
+20%
% of All Funds
1.39%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
54
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$39.6M
2
Bank of America
2
Bank of America
North Carolina
$27.6M
3
US Bancorp
3
US Bancorp
Minnesota
$15.8M
4
CIA
4
Capital Investment Advisors
Georgia
$46.2M
5
BEI
5
Benjamin Edwards Inc
Missouri
$4.05M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.01M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
GPA
4
Guidance Point Advisors
Massachusetts
$5.82M
5
JIR
5
James Investment Research
Ohio
$4.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
26
Benjamin Edwards Inc
Missouri
$4.05M +$3.37M +127,803 +501%
VVP
27
Venture Visionary Partners
Ohio
$3.05M +$139K +5,283 +5%
EPW
28
Evergreen Private Wealth
Colorado
$3.02M +$32K +1,213 +1%
ST
29
Sabal Trust
Florida
$2.9M +$1.23M +46,734 +74%
Citadel Advisors
30
Citadel Advisors
Florida
$2.8M +$1.69M +64,103 +152%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$2.8M +$267K +10,098 +11%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.68M +$466K +17,646 +21%
PA
33
Probity Advisors
Texas
$2.61M +$307K +11,647 +13%
EWM
34
Executive Wealth Management
Michigan
$2.59M +$2.59M +98,241 New
RJA
35
Raymond James & Associates
Florida
$2.56M +$635K +24,045 +33%
Jane Street
36
Jane Street
New York
$2.22M +$963K +36,494 +77%
MSWM
37
McGlone Suttner Wealth Management
Wisconsin
$2.12M +$292K +11,072 +16%
SHA
38
Seneca House Advisors
Virginia
$2.1M +$156K +5,920 +8%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$1.93M +$1.93M +73,124 New
ACS
40
Archford Capital Strategies
Illinois
$1.9M -$39.6K -1,525 -2%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.89M +$340K +12,866 +22%
SP
42
Stonebrook Private
Michigan
$1.88M +$567K +21,473 +43%
MA
43
MCF Advisors
Kentucky
$1.76M +$19.5K +737 +1%
EC
44
Estate Counselors
Wisconsin
$1.64M -$3.04K -115 -0.2%
QFA
45
Quantum Financial Advisors
California
$1.56M +$1.56M +59,158 New
Mariner
46
Mariner
Kansas
$1.56M +$12.5K +474 +0.8%
FTUS
47
Flow Traders U.S.
New York
$1.49M +$1.49M +56,310 New
JWCA
48
J.W. Cole Advisors
Florida
$1.32M +$927K +35,130 +239%
ECM
49
Exchange Capital Management
Michigan
$1.23M +$1.23M +49,151 New
LHC
50
Little House Capital
Massachusetts
$1.2M +$45.5K +1,722 +4%
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