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iShares iBonds Dec 2033 Term Corporate ETF

80 hedge funds and large institutions have $409M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 58 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
9
Increased
58
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FIB
1
First Interstate Bank
Montana
$50.1M 1,989,718 +1,014,020 +104%
GA
2
Gateway Advisory
New Jersey
$41.6M 1,651,105 +108,575 +7%
SL
3
Summitry LLC
California
$36M 1,427,182 +525,368 +58%
CIA
4
Capital Investment Advisors
Georgia
$35.6M 1,413,220 +263,135 +23%
ACA
5
Aptus Capital Advisors
Alabama
$27.4M 1,088,122 +734,600 +208%
Bank of America
6
Bank of America
North Carolina
$17.3M 685,095 +84,178 +14%
EFP
7
Envision Financial Planning
Tennessee
$15.1M 597,502 +22,339 +4%
MCM
8
MV Capital Management
Maryland
$13.2M 525,673 +48,693 +10%
Morgan Stanley
9
Morgan Stanley
New York
$13M 516,566 +15,096 +3%
AF
10
Arrow Financial
New York
$12.9M 513,854 +67,006 +15%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$11.6M 459,969 +12,226 +3%
MLA
12
MB, Levis & Associates
Pennsylvania
$11.3M 448,643 +22,101 +5%
Wells Fargo
13
Wells Fargo
California
$11.1M 442,009 +43,515 +11%
CIM
14
Confluence Investment Management
Missouri
$8.04M 318,866 -2,592 -0.8%
IW
15
Instrumental Wealth
Florida
$7.99M 314,545 +11,524 +4%
US Bancorp
16
US Bancorp
Minnesota
$6.32M 250,972 +113,481 +83%
GPA
17
Guidance Point Advisors
Massachusetts
$5.92M 235,014 +55,689 +31%
UBS Group
18
UBS Group
Switzerland
$5.83M 231,393 +19,646 +9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.15M 204,215 +48,099 +31%
JIR
20
James Investment Research
Ohio
$4.39M 174,008 -2,342 -1%
4FG
21
4Thought Financial Group
New York
$4.01M 159,233 +8,982 +6%
KF
22
Krilogy Financial
Missouri
$3.85M 152,686 -1,252 -0.8%
SSB
23
Sandy Spring Bank
Maryland
$3.67M 145,531 +51,629 +55%
KAS
24
Kestra Advisory Services
Texas
$3.46M 137,409 +31,614 +30%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$3.11M 123,192 +13,428 +12%