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iShares iBonds Dec 2033 Term Corporate ETF

96 hedge funds and large institutions have $504M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
Holders Change %
0%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
13
Increased
63
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JIR
26
James Investment Research
Ohio
$4.1M +$8.66K +345 +0.2%
4FG
27
4Thought Financial Group
New York
$4.05M +$6.43K +256 +0.2%
BEI
28
Benjamin Edwards Inc
Missouri
$3.97M +$122K +4,847 +3%
ST
29
Sabal Trust
Florida
$3.93M +$1.17M +46,689 +43%
Lido Advisors
30
Lido Advisors
California
$3.84M +$3.44M +136,951 +857%
EWM
31
Executive Wealth Management
Michigan
$3.44M +$976K +38,869 +40%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$3.12M +$567K +22,570 +22%
VVP
33
Venture Visionary Partners
Ohio
$3.03M +$131K +5,230 +5%
PA
34
Probity Advisors
Texas
$3.02M +$541K +21,573 +22%
EPW
35
Evergreen Private Wealth
Colorado
$2.94M +$63K +2,508 +2%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$2.88M +$224K +8,914 +8%
HighTower Advisors
37
HighTower Advisors
Illinois
$2.32M +$530K +21,102 +30%
SHA
38
Seneca House Advisors
Virginia
$2.23M +$235K +9,352 +12%
MSWM
39
McGlone Suttner Wealth Management
Wisconsin
$2.06M +$50.6K +2,016 +3%
SWMG
40
Signature Wealth Management Group
Georgia
$2.02M +$2.02M +80,344 New
SP
41
Stonebrook Private
Michigan
$1.97M +$177K +7,067 +10%
ACS
42
Archford Capital Strategies
Illinois
$1.9M +$56.5K +2,251 +3%
Mariner
43
Mariner
Kansas
$1.86M +$372K +14,836 +25%
MA
44
MCF Advisors
Kentucky
$1.7M +$25.4K +1,011 +2%
WMWM
45
Wilkins Miller Wealth Management
Alabama
$1.6M +$1.6M +63,683 New
EC
46
Estate Counselors
Wisconsin
$1.56M +$527 +21 +0%
CCM
47
Coldstream Capital Management
Washington
$1.33M +$299K +11,921 +29%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$1.22M +$517K +20,596 +74%
JWCA
49
J.W. Cole Advisors
Florida
$1.16M -$90.8K -3,616 -7%
LHC
50
Little House Capital
Massachusetts
$1.13M -$17.6K -702 -2%