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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.

New
Increased
Maintained
Reduced
Closed
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
Capital Investment Advisors
Georgia
+$6.78M
2
AUB
Atlantic Union Bankshares
Virginia
+$5.26M
3
HW
Hancock Whitney
Mississippi
+$4.74M
4
Ameriprise
Ameriprise
Minnesota
+$4.3M
5
SIC
Sigma Investment Counselors
Michigan
+$3.9M

Top Sellers

1
Jane Street
Jane Street
New York
-$3.48M
2
VVP
Venture Visionary Partners
Ohio
-$2.81M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.79M
4
EC
Estate Counselors
Wisconsin
-$1.64M
5
FIB
First Interstate Bank
Montana
-$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
26
Krilogy Financial
Missouri
$4.78M -$258K -9,954 -5%
HW
27
Hancock Whitney
Mississippi
$4.74M +$4.74M +182,942 New
BEI
28
Benjamin Edwards Inc
Missouri
$4.56M +$246K +9,488 +6%
Ameriprise
29
Ameriprise
Minnesota
$4.56M +$4.3M +165,821 +1,638%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$4.49M +$3.14M +121,193 +233%
4FG
31
4Thought Financial Group
New York
$4.37M +$102K +3,933 +2%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$4.04M +$223K +8,614 +6%
JIR
33
James Investment Research
Ohio
$4.02M -$41.9K -1,616 -1%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$3.8M +$3.78M +145,847 +18,185%
PA
35
Probity Advisors
Texas
$3.63M +$323K +12,473 +10%
EPW
36
Evergreen Private Wealth
Colorado
$3.29M +$214K +8,251 +7%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$3.15M +$32.3K +1,246 +1%
HighTower Advisors
38
HighTower Advisors
Illinois
$3.12M +$530K +20,468 +20%
MSRI
39
Michael S. Ryan Inc
New York
$2.54M +$150K +5,802 +6%
SHA
40
Seneca House Advisors
Virginia
$2.48M +$151K +5,840 +7%
LWM
41
Lyell Wealth Management
California
$2.34M +$884K +34,125 +61%
SWMG
42
Signature Wealth Management Group
Georgia
$2.29M +$48.3K +1,865 +2%
SP
43
Stonebrook Private
Michigan
$2.22M +$48.5K +1,874 +2%
MSWM
44
McGlone Suttner Wealth Management
Wisconsin
$2.17M +$20.2K +780 +0.9%
Mariner
45
Mariner
Kansas
$2.07M +$64.1K +2,475 +3%
MA
46
MCF Advisors
Kentucky
$1.94M +$71.3K +2,753 +4%
ACS
47
Archford Capital Strategies
Illinois
$1.91M -$91.4K -3,528 -5%
LPL Financial
48
LPL Financial
California
$1.84M +$117K +4,520 +7%
QFA
49
Quantum Financial Advisors
California
$1.65M +$76.8K +2,963 +5%
CCM
50
Coldstream Capital Management
Washington
$1.4M +$21.3K +823 +2%
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