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iShares iBonds Dec 2033 Term Corporate ETF

78 hedge funds and large institutions have $324M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
78
Holders Change
+30
Holders Change %
+62.5%
% of All Funds
1.13%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
38
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$495K +$91.9K +3,603 +23%
FMWA
52
Forvis Mazars Wealth Advisors
Missouri
$494K +$98.9K +3,880 +25%
LNC
53
Lincoln National Corp
Pennsylvania
$457K +$457K +17,920 New
Stifel Financial
54
Stifel Financial
Missouri
$451K +$451K +17,718 New
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$420K +$420K +16,477 New
Lido Advisors
56
Lido Advisors
California
$407K +$407K +15,972 New
ABC
57
Associated Banc-Corp
Wisconsin
$404K +$404K +15,875 New
MA
58
Mutual Advisors
Nebraska
$307K +$307K +12,030 New
JWCA
59
J.W. Cole Advisors
Florida
$300K -$492K -19,323 -62%
MBT
60
Montecito Bank & Trust
California
$299K +$299K +11,742 New
BPA
61
Beacon Pointe Advisors
California
$294K +$294K +11,522 New
AAS
62
Avantax Advisory Services
Texas
$291K +$86.8K +3,407 +42%
RW
63
REDW Wealth
New Mexico
$278K +$278K +10,916 New
MOS
64
MGO One Seven
Ohio
$269K +$269K +10,539 New
EWM
65
Executive Wealth Management
Michigan
$258K +$258K +10,255 New
SWM
66
Segment Wealth Management
Texas
$242K +$242K +9,480 New
EIP
67
Ellis Investment Partners
Pennsylvania
$215K +$6.32K +248 +3%
AA
68
Addison Advisors
Vermont
$210K +$210K +8,260 New
Comerica Bank
69
Comerica Bank
Texas
$181K +$82.6K +3,242 +84%
KHC
70
Koesten Hirschmann & Crabtree
Kansas
$127K
ATC
71
Adirondack Trust Company
New York
$83.6K +$82.1K +3,223 +5,463%
CFO
72
CVA Family Office
Colorado
$70.2K +$70.2K +2,755 New
IA
73
IFP Advisors
Florida
$58.5K -$35.7K -1,401 -38%
CTC
74
Central Trust Company
Missouri
$30.2K +$10.6K +417 +54%
BlackRock
75
BlackRock
New York
$29.6K +$29.6K +1,160 New