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iShares iBonds Dec 2033 Term Corporate ETF

120 hedge funds and large institutions have $539M 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 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$1.33M
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$1.31M
MIH
53
Meitav Investment House
Israel
$1.24M
SWM
54
Segment Wealth Management
Texas
$1.21M
JWCA
55
J.W. Cole Advisors
Florida
$1.19M
RWP
56
Reliant Wealth Planning
Kentucky
$1.15M
LHC
57
Little House Capital
Massachusetts
$1.12M
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$1.12M
FBB
59
Fulton Breakefield Broenniman
Maryland
$1.11M
ATC
60
Adirondack Trust Company
New York
$1.09M
WMWM
61
Wilkins Miller Wealth Management
Alabama
$1.08M
PSIWM
62
Paradigm Strategies in Wealth Management
Minnesota
$1.03M
KTM
63
Keeler Thomas Management
Utah
$971K
NC
64
NovaPoint Capital
Georgia
$958K
CCWA
65
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$911K
ABC
66
Associated Banc-Corp
Wisconsin
$901K
FFG
67
Frisch Financial Group
New York
$878K
AA
68
Addison Advisors
Vermont
$798K
SFO
69
Stokes Family Office
Louisiana
$706K
GHA
70
Granite Harbor Advisors
Texas
$655K
IA
71
IFP Advisors
Florida
$600K
FMWA
72
Forvis Mazars Wealth Advisors
Missouri
$588K
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$578K
AAS
74
Avantax Advisory Services
Texas
$576K
BPA
75
Beacon Pointe Advisors
California
$568K