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iShares iBonds Dec 2033 Term Corporate ETF

113 hedge funds and large institutions have $505M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
113
Holders Change
+17
Holders Change %
+17.71%
% of All Funds
1.54%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
26
Increased
66
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIA
1
Capital Investment Advisors
Georgia
$58M 2,269,615 +194,733 +9%
FIB
2
First Interstate Bank
Montana
$48.8M 1,909,062 -149,220 -7%
Bank of America
3
Bank of America
North Carolina
$36.5M 1,427,392 +184,854 +15%
SL
4
Summitry LLC
California
$24.4M 955,689 +39,918 +4%
SIC
5
Sigma Investment Counselors
Michigan
$22.2M 866,769 +536,105 +162%
Morgan Stanley
6
Morgan Stanley
New York
$22.1M 862,944 +104,515 +14%
MCM
7
MV Capital Management
Maryland
$20.5M 801,952 +49,557 +7%
US Bancorp
8
US Bancorp
Minnesota
$17.5M 683,823 +96,351 +16%
EFP
9
Envision Financial Planning
Tennessee
$16.6M 650,671 +16,389 +3%
AF
10
Arrow Financial
New York
$14.6M 570,865 -1,788 -0.3%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$12.9M 505,194 +20,557 +4%
Wells Fargo
12
Wells Fargo
California
$12.8M 501,874 +2,960 +0.6%
MLA
13
MB, Levis & Associates
Pennsylvania
$11.9M 466,650 +3,711 +0.8%
PPWM
14
PFG Private Wealth Management
Florida
$10.2M 400,847 +400,847 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.84M 385,094 +201,053 +109%
UBS Group
16
UBS Group
Switzerland
$9.78M 382,726 +38,228 +11%
IW
17
Instrumental Wealth
Florida
$9.06M 355,992 +2,296 +0.6%
CIM
18
Confluence Investment Management
Missouri
$7.89M 308,505 -2,665 -0.9%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$7.21M 282,148 +41,112 +17%
Raymond James Financial
20
Raymond James Financial
Florida
$6.28M 245,714 +52,547 +27%
GPA
21
Guidance Point Advisors
Massachusetts
$5.97M 233,456 +3,078 +1%
KAS
22
Kestra Advisory Services
Texas
$5.77M 225,569 +1,872 +0.8%
SSB
23
Sandy Spring Bank
Maryland
$5.04M 197,294 +19,173 +11%
KF
24
Krilogy Financial
Missouri
$4.98M 194,645 +18,077 +10%
Lido Advisors
25
Lido Advisors
California
$4.54M 177,540 +24,617 +16%