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iShares iBonds Dec 2033 Term Corporate ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
51
Coldstream Capital Management
Washington
$1.09M -$56.7K -2,146 -5%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$1.08M +$120K +4,563 +13%
PSIWM
53
Paradigm Strategies in Wealth Management
Minnesota
$1.06M +$1.06M +40,027 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.01M -$991K -37,530 -50%
MML Investors Services
55
MML Investors Services
Massachusetts
$972K +$162K +6,141 +20%
LPL Financial
56
LPL Financial
California
$896K +$133K +5,020 +17%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$755K +$167K +6,323 +28%
Osaic Holdings
58
Osaic Holdings
Arizona
$755K +$178K +6,728 +31%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$736K +$48.6K +1,840 +7%
MBT
60
Montecito Bank & Trust
California
$717K +$248K +9,412 +53%
ABC
61
Associated Banc-Corp
Wisconsin
$640K +$39.6K +1,500 +7%
FMWA
62
Forvis Mazars Wealth Advisors
Missouri
$599K
SFO
63
Stokes Family Office
Louisiana
$521K
CFO
64
CVA Family Office
Colorado
$519K +$7.39K +280 +1%
PIA
65
Panoramic Investment Advisors
Colorado
$501K +$501K +18,978 New
AA
66
Addison Advisors
Vermont
$436K +$59.7K +2,260 +16%
AAS
67
Avantax Advisory Services
Texas
$422K +$4.51K +171 +1%
Lido Advisors
68
Lido Advisors
California
$422K -$226K -8,556 -35%
Stifel Financial
69
Stifel Financial
Missouri
$390K -$21.3K -805 -5%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$377K +$377K +14,283 New
RW
71
REDW Wealth
New Mexico
$371K
MFG
72
Mendota Financial Group
Wisconsin
$364K +$364K +13,806 New
PAG
73
Private Advisor Group
New Jersey
$332K +$332K +12,558 New
BPA
74
Beacon Pointe Advisors
California
$318K -$27.4K -1,037 -8%
MA
75
Mutual Advisors
Nebraska
$311K