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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 %
HWM
101
Hemington Wealth Management
Virginia
$72K +$4.86K +191 +7%
CTWM
102
Cherry Tree Wealth Management
Minnesota
$62.4K +$37.7K +1,473 +152%
TC
103
Trust Company
Kansas
$49.3K
SWC
104
Spectrum Wealth Counsel
Indiana
$33.1K
CTC
105
Central Trust Company
Missouri
$31.5K -$3.94K -154 -11%
KOCAA
106
Knights of Columbus Asset Advisors
Connecticut
$21.4K
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$20.5K -$689K -26,960 -97%
UCB
108
United Community Bank
South Carolina
$20.1K +$20.1K +785 New
AssetMark Inc
109
AssetMark Inc
California
$9.92K +$9.92K +388 New
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$8.95K +$8.95K +350 New
HPC
111
HM Payson & Co
Maine
$8.1K +$8.1K +317 New
BlackRock
112
BlackRock
New York
$1.25K
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$77 +$77 +3 New
ACA
114
Aptus Capital Advisors
Alabama
-$70.3M -2,800,202 Closed
JWCA
115
J.W. Cole Advisors
Florida
-$1.16M -46,197 Closed
CCWA
116
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$907K -36,116 Closed
MFG
117
Mendota Financial Group
Wisconsin
-$612K -24,402 Closed
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
-$283K -11,279 Closed
EIP
119
Ellis Investment Partners
Pennsylvania
-$219K -8,727 Closed
RW
120
REDW Wealth
New Mexico
-$218K -8,686 Closed
FUBT
121
First United Bank & Trust
Maryland
-$46.6K -1,855 Closed