IBDY icon

iShares iBonds Dec 2033 Term Corporate ETF

96 hedge funds and large institutions have $501M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
96
Holders Change
+16
Holders Change %
+20%
% of All Funds
1.39%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
54
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FIB
1
First Interstate Bank
Montana
$53.4M 2,023,694 +33,976 +2%
CIA
2
Capital Investment Advisors
Georgia
$46.2M 1,751,426 +338,206 +24%
GA
3
Gateway Advisory
New Jersey
$45M 1,703,565 +52,460 +3%
ACA
4
Aptus Capital Advisors
Alabama
$39.6M 1,501,780 +413,658 +38%
SL
5
Summitry LLC
California
$38.3M 1,451,135 +23,953 +2%
Bank of America
6
Bank of America
North Carolina
$27.6M 1,046,919 +361,824 +53%
Morgan Stanley
7
Morgan Stanley
New York
$16.6M 629,665 +113,099 +22%
EFP
8
Envision Financial Planning
Tennessee
$16.3M 616,161 +18,659 +3%
US Bancorp
9
US Bancorp
Minnesota
$15.8M 598,565 +347,593 +138%
MCM
10
MV Capital Management
Maryland
$15.5M 588,976 +63,303 +12%
AF
11
Arrow Financial
New York
$14.4M 546,730 +32,876 +6%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$13M 492,452 +32,483 +7%
Wells Fargo
13
Wells Fargo
California
$12.4M 468,489 +26,480 +6%
MLA
14
MB, Levis & Associates
Pennsylvania
$12M 455,817 +7,174 +2%
IW
15
Instrumental Wealth
Florida
$8.44M 325,162 +10,617 +3%
CIM
16
Confluence Investment Management
Missouri
$8.15M 308,623 -10,243 -3%
UBS Group
17
UBS Group
Switzerland
$7.66M 290,062 +58,669 +25%
GPA
18
Guidance Point Advisors
Massachusetts
$5.82M 220,590 -14,424 -6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.19M 196,419 -7,796 -4%
KAS
20
Kestra Advisory Services
Texas
$4.68M 177,170 +39,761 +29%
SSB
21
Sandy Spring Bank
Maryland
$4.52M 171,231 +25,700 +18%
JIR
22
James Investment Research
Ohio
$4.31M 163,101 -10,907 -6%
KF
23
Krilogy Financial
Missouri
$4.27M 161,688 +9,002 +6%
4FG
24
4Thought Financial Group
New York
$4.26M 161,199 +1,966 +1%
PA
25
Parallel Advisors
California
$4.1M 155,467 +59,754 +62%