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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 %
LPL Financial
51
LPL Financial
California
$1.08M +$228K +9,083 +27%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.06M +$131K +5,215 +14%
SWM
53
Segment Wealth Management
Texas
$1.05M +$812K +32,360 +341%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.05M +$84.5K +3,363 +9%
PSIWM
55
Paradigm Strategies in Wealth Management
Minnesota
$1.03M +$24.8K +989 +2%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$943K +$943K +37,576 New
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$907K +$907K +36,116 New
ABC
58
Associated Banc-Corp
Wisconsin
$808K +$200K +7,950 +33%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$743K +$25.5K +1,016 +4%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$697K -$1.14M -45,362 -62%
Osaic Holdings
61
Osaic Holdings
Arizona
$689K -$28.6K -1,138 -4%
MBT
62
Montecito Bank & Trust
California
$682K
MFG
63
Mendota Financial Group
Wisconsin
$612K +$266K +10,596 +77%
FMWA
64
Forvis Mazars Wealth Advisors
Missouri
$569K
SFO
65
Stokes Family Office
Louisiana
$558K +$62.8K +2,500 +13%
ATC
66
Adirondack Trust Company
New York
$504K +$326K +13,000 +184%
CFO
67
CVA Family Office
Colorado
$494K
MIH
68
Meitav Investment House
Israel
$486K +$486K +19,404 New
AAS
69
Avantax Advisory Services
Texas
$478K +$76.5K +3,046 +19%
AA
70
Addison Advisors
Vermont
$445K +$30.7K +1,225 +7%
FF
71
Farnam Financial
Arizona
$397K +$397K +15,810 New
JCM
72
Jacobi Capital Management
Pennsylvania
$380K +$122K +4,862 +47%
IA
73
IFP Advisors
Florida
$363K +$83.2K +3,316 +30%
Stifel Financial
74
Stifel Financial
Missouri
$359K -$12.5K -497 -3%
BPA
75
Beacon Pointe Advisors
California
$349K +$46.3K +1,843 +15%