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iShares iBonds Dec 2033 Term Corporate ETF

96 hedge funds and large institutions have $504M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
Holders Change %
0%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
13
Increased
63
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$70.3M 2,800,202 +1,298,422 +86%
CIA
2
Capital Investment Advisors
Georgia
$52.1M 2,074,882 +323,456 +18%
FIB
3
First Interstate Bank
Montana
$51.7M 2,058,282 +34,588 +2%
Bank of America
4
Bank of America
North Carolina
$31.2M 1,242,538 +195,619 +19%
SL
5
Summitry LLC
California
$23M 915,771 -535,364 -37%
Morgan Stanley
6
Morgan Stanley
New York
$19M 758,429 +128,764 +20%
MCM
7
MV Capital Management
Maryland
$18.9M 752,395 +163,419 +28%
EFP
8
Envision Financial Planning
Tennessee
$15.9M 634,282 +18,121 +3%
US Bancorp
9
US Bancorp
Minnesota
$14.7M 587,472 -11,093 -2%
AF
10
Arrow Financial
New York
$14.4M 572,653 +25,923 +5%
Wells Fargo
11
Wells Fargo
California
$12.5M 498,914 +30,425 +6%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$12.2M 484,637 -7,815 -2%
MLA
13
MB, Levis & Associates
Pennsylvania
$11.6M 462,939 +7,122 +2%
IW
14
Instrumental Wealth
Florida
$8.98M 353,696 +28,534 +9%
UBS Group
15
UBS Group
Switzerland
$8.65M 344,498 +54,436 +19%
SIC
16
Sigma Investment Counselors
Michigan
$8.3M 330,664 +330,664 New
CIM
17
Confluence Investment Management
Missouri
$7.81M 311,170 +2,547 +0.8%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$6.05M 241,036 +226,753 +1,588%
GPA
19
Guidance Point Advisors
Massachusetts
$5.78M 230,378 +9,788 +4%
KAS
20
Kestra Advisory Services
Texas
$5.61M 223,697 +46,527 +26%
Raymond James Financial
21
Raymond James Financial
Florida
$4.85M 193,167 +193,167 New
PA
22
Parallel Advisors
California
$4.84M 192,922 +37,455 +24%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.62M 184,041 -12,378 -6%
SSB
24
Sandy Spring Bank
Maryland
$4.47M 178,121 +6,890 +4%
KF
25
Krilogy Financial
Missouri
$4.43M 176,568 +14,880 +9%