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iShares iBonds Dec 2033 Term Corporate ETF

78 hedge funds and large institutions have $324M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
78
Holders Change
+30
Holders Change %
+62.5%
% of All Funds
1.13%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
38
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GA
1
Gateway Advisory
New Jersey
$39.3M 1,542,530 +75,067 +5%
CIA
2
Capital Investment Advisors
Georgia
$29.3M 1,150,085 +227,823 +25%
FIB
3
First Interstate Bank
Montana
$24.9M 975,698 +222,280 +30%
SL
4
Summitry LLC
California
$23M 901,814 +901,814 New
Bank of America
5
Bank of America
North Carolina
$15.3M 600,917 +60,829 +11%
EFP
6
Envision Financial Planning
Tennessee
$14.7M 575,163 +38,792 +7%
Morgan Stanley
7
Morgan Stanley
New York
$12.8M 501,470 -308,934 -38%
MCM
8
MV Capital Management
Maryland
$12.2M 476,980 +476,980 New
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$11.4M 447,743 +447,743 New
AF
10
Arrow Financial
New York
$11.4M 446,848 +208,404 +87%
MLA
11
MB, Levis & Associates
Pennsylvania
$10.9M 426,542 +18,887 +5%
Wells Fargo
12
Wells Fargo
California
$10.2M 398,494 +295,598 +287%
ACA
13
Aptus Capital Advisors
Alabama
$9.01M 353,522 +353,522 New
CIM
14
Confluence Investment Management
Missouri
$8.19M 321,458 +321,458 New
IW
15
Instrumental Wealth
Florida
$7.56M 303,021 -6,630 -2%
Jane Street
16
Jane Street
New York
$5.54M 217,583 +5,217 +2%
UBS Group
17
UBS Group
Switzerland
$5.4M 211,747 +168,338 +388%
GPA
18
Guidance Point Advisors
Massachusetts
$4.57M 179,325 +179,325 New
JIR
19
James Investment Research
Ohio
$4.49M 176,350 +155,775 +757%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.98M 156,116 +48,501 +45%
KF
21
Krilogy Financial
Missouri
$3.92M 153,938 +153,938 New
4FG
22
4Thought Financial Group
New York
$3.83M 150,251 +9,809 +7%
US Bancorp
23
US Bancorp
Minnesota
$3.5M 137,491 +137,491 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.27M 128,276 +125,378 +4,326%
EPW
25
Evergreen Private Wealth
Colorado
$2.91M 114,121 +114,121 New