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iShares iBonds Dec 2033 Term Corporate ETF

113 hedge funds and large institutions have $505M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+17
Holders Change %
+17.71%
% of All Funds
1.54%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
26
Increased
66
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
51
Lyell Wealth Management
California
$1.43M +$1.43M +56,120 New
CCM
52
Coldstream Capital Management
Washington
$1.36M
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$1.33M +$266K +10,401 +25%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$1.24M +$383 +15 +0%
SWM
55
Segment Wealth Management
Texas
$1.2M +$134K +5,260 +13%
MIH
56
Meitav Investment House
Israel
$1.2M +$708K +27,712 +143%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$1.18M +$427K +16,708 +56%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$1.17M +$211K +8,271 +22%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.15M +$72.9K +2,851 +7%
LHC
60
Little House Capital
Massachusetts
$1.11M -$39K -1,524 -3%
PSIWM
61
Paradigm Strategies in Wealth Management
Minnesota
$1.09M +$42.3K +1,656 +4%
FTUS
62
Flow Traders U.S.
New York
$1.08M +$1.08M +42,415 New
NC
63
NovaPoint Capital
Georgia
$926K +$926K +36,218 New
ABC
64
Associated Banc-Corp
Wisconsin
$866K +$43.5K +1,700 +5%
ATC
65
Adirondack Trust Company
New York
$837K +$324K +12,672 +63%
MBT
66
Montecito Bank & Trust
California
$701K +$7K +274 +1%
SFO
67
Stokes Family Office
Louisiana
$697K +$128K +5,000 +22%
KTM
68
Keeler Thomas Management
Utah
$665K +$665K +26,031 New
FMWA
69
Forvis Mazars Wealth Advisors
Missouri
$580K
BPA
70
Beacon Pointe Advisors
California
$574K +$219K +8,554 +62%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$571K +$571K +22,328 New
AAS
72
Avantax Advisory Services
Texas
$562K +$75.9K +2,970 +16%
AA
73
Addison Advisors
Vermont
$535K +$81.9K +3,205 +18%
IA
74
IFP Advisors
Florida
$516K +$147K +5,744 +40%
CFO
75
CVA Family Office
Colorado
$503K