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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 %
IAIM
76
International Assets Investment Management
Florida
$464K +$464K +18,136 New
JCM
77
Jacobi Capital Management
Pennsylvania
$425K +$37.7K +1,475 +10%
FF
78
Farnam Financial
Arizona
$404K
ASN
79
Advisory Services Network
Georgia
$394K +$394K +15,419 New
Stifel Financial
80
Stifel Financial
Missouri
$366K +$1.15K +45 +0.3%
MOS
81
MGO One Seven
Ohio
$350K +$77.1K +3,016 +28%
Osaic Holdings
82
Osaic Holdings
Arizona
$345K -$357K -13,948 -51%
MA
83
Mutual Advisors
Nebraska
$330K +$45.4K +1,786 +16%
PAG
84
Private Advisor Group
New Jersey
$321K
SG
85
StoneX Group
New York
$317K +$317K +12,402 New
GT
86
Glenview Trust
Kentucky
$303K +$303K +11,862 New
GCA
87
Gradient Capital Advisors
California
$273K
Ameriprise
88
Ameriprise
Minnesota
$259K +$259K +10,125 New
FBB
89
Fulton Breakefield Broenniman
Maryland
$252K +$38.1K +1,490 +18%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$243K +$19.8K +775 +9%
UCFA
91
United Capital Financial Advisors
Texas
$241K +$26.4K +1,032 +12%
EWS
92
Evergreen Wealth Solutions
Pennsylvania
$237K +$237K +9,275 New
VA
93
Valmark Advisers
Ohio
$219K +$219K +8,580 New
SIS
94
Sound Income Strategies
Florida
$212K +$212K +8,280 New
FNT
95
First National Trust
Pennsylvania
$210K +$210K +8,219 New
Comerica Bank
96
Comerica Bank
Texas
$205K +$17.5K +686 +9%
CWMK
97
Caliber Wealth Management (Kansas)
Kansas
$204K +$204K +7,974 New
HI
98
Hendershot Investments
Virginia
$203K
BCV
99
Banque Cantonale Vaudoise
Switzerland
$192K +$192K +7,512 New
KHC
100
Koesten Hirschmann & Crabtree
Kansas
$150K