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iShares iBonds Dec 2033 Term Corporate ETF

48 hedge funds and large institutions have $201M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 13 increasing their positions, reducing their positions, and 1 closing their positions.

Holders
48
Holders Change
+33
Holders Change %
+220%
% of All Funds
0.7%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
34
Increased
13
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GA
1
Gateway Advisory
New Jersey
$37.9M 1,467,463 +1,467,463 New
CIA
2
Capital Investment Advisors
Georgia
$23.8M 922,262 +166,955 +22%
Morgan Stanley
3
Morgan Stanley
New York
$20.9M 810,404 +578,115 +249%
FIB
4
First Interstate Bank
Montana
$19.5M 753,418 +753,418 New
Bank of America
5
Bank of America
North Carolina
$14M 540,088 +540,088 New
EFP
6
Envision Financial Planning
Tennessee
$13.9M 536,371 +285,699 +114%
MLA
7
MB, Levis & Associates
Pennsylvania
$10.5M 407,655 +158,506 +64%
IW
8
Instrumental Wealth
Florida
$7.87M 309,651 +309,651 New
AF
9
Arrow Financial
New York
$6.16M 238,444 +230,950 +3,082%
Jane Street
10
Jane Street
New York
$5.49M 212,366 +47,969 +29%
4FG
11
4Thought Financial Group
New York
$3.63M 140,442 +140,442 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.78M 107,615 +107,615 New
BFEC
13
Benjamin F. Edwards & Company
Missouri
$2.72M 105,113 +105,113 New
Wells Fargo
14
Wells Fargo
California
$2.66M 102,896 +97,541 +1,821%
VVP
15
Venture Visionary Partners
Ohio
$2.53M 97,946 +97,946 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.53M 97,837 +97,837 New
ACS
17
Archford Capital Strategies
Illinois
$1.81M 70,139 +70,139 New
MSWM
18
McGlone Suttner Wealth Management
Wisconsin
$1.79M 69,079 +69,079 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.76M 68,221 +68,221 New
SSB
20
Sandy Spring Bank
Maryland
$1.74M 67,367 +36,667 +119%
MA
21
MCF Advisors
Kentucky
$1.51M 58,460 +858 +1%
Citadel Advisors
22
Citadel Advisors
Florida
$1.44M 55,556 +27,839 +100%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.38M 53,195 +43,343 +440%
RJA
24
Raymond James & Associates
Florida
$1.33M 51,632 +36,165 +234%
PA
25
Parallel Advisors
California
$1.31M 50,849 +50,849 New