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iShares iBonds Dec 2033 Term Corporate ETF

120 hedge funds and large institutions have $538M 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 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+7
Holders Change %
+6.19%
% of All Funds
1.61%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
20
Increased
60
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$561K -$602K -23,236 -52%
CFO
77
CVA Family Office
Colorado
$509K
Stifel Financial
78
Stifel Financial
Missouri
$507K +$136K +5,247 +37%
JCM
79
Jacobi Capital Management
Pennsylvania
$460K +$29.3K +1,132 +7%
GFP
80
Gryphon Financial Partners
Ohio
$456K +$456K +17,595 New
FF
81
Farnam Financial
Arizona
$410K
LIA
82
LBMC Investment Advisors
Tennessee
$397K +$397K +15,310 New
ASN
83
Advisory Services Network
Georgia
$395K -$3.51K -136 -0.9%
MOS
84
MGO One Seven
Ohio
$390K +$34.8K +1,342 +10%
UCFA
85
United Capital Financial Advisors
Texas
$385K +$141K +5,437 +58%
VVP
86
Venture Visionary Partners
Ohio
$369K -$2.81M -108,582 -88%
GCA
87
Gradient Capital Advisors
California
$354K +$76.7K +2,959 +28%
MA
88
Mutual Advisors
Nebraska
$335K +$1.47K +57 +0.4%
GT
89
Glenview Trust
Kentucky
$333K +$25.9K +1,000 +8%
SG
90
StoneX Group
New York
$327K +$5.34K +206 +2%
FNT
91
First National Trust
Pennsylvania
$326K +$113K +4,380 +53%
PAG
92
Private Advisor Group
New Jersey
$325K
FTUS
93
Flow Traders U.S.
New York
$324K -$775K -29,914 -71%
KPWS
94
Kestra Private Wealth Services
Texas
$321K +$321K +12,384 New
PWP
95
Precedent Wealth Partners
Texas
$319K +$319K +12,301 New
RPC
96
Rossmore Private Capital
Connecticut
$296K +$296K +11,428 New
AWP
97
Accretive Wealth Partners
New Jersey
$295K +$295K +11,387 New
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$260K +$14K +540 +6%
VA
99
Valmark Advisers
Ohio
$222K
CWMK
100
Caliber Wealth Management (Kansas)
Kansas
$209K +$2.59K +100 +1%