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iShares iBonds Dec 2033 Term Corporate ETF

120 hedge funds and large institutions have $538M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+7
Holders Change %
+6.19%
% of All Funds
1.61%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
20
Increased
60
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
1
Capital Investment Advisors
Georgia
$65.6M +$6.78M +261,693 +12%
FIB
2
First Interstate Bank
Montana
$48.4M -$1.09M -42,144 -2%
Bank of America
3
Bank of America
North Carolina
$36M -$1.02M -39,384 -3%
SIC
4
Sigma Investment Counselors
Michigan
$26.4M +$3.9M +150,421 +17%
SL
5
Summitry LLC
California
$25.6M +$849K +32,766 +3%
Morgan Stanley
6
Morgan Stanley
New York
$24.9M +$2.51M +96,809 +11%
MCM
7
MV Capital Management
Maryland
$20.6M -$213K -8,231 -1%
US Bancorp
8
US Bancorp
Minnesota
$20.2M +$2.53M +97,512 +14%
EFP
9
Envision Financial Planning
Tennessee
$17.6M +$697K +26,925 +4%
AF
10
Arrow Financial
New York
$14.7M -$117K -4,513 -0.8%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$12.8M -$318K -12,275 -2%
Wells Fargo
12
Wells Fargo
California
$12.6M -$407K -15,709 -3%
MLA
13
MB, Levis & Associates
Pennsylvania
$12.3M +$209K +8,057 +2%
PPWM
14
PFG Private Wealth Management
Florida
$10.7M +$304K +11,721 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.76M -$220K -8,493 -2%
UBS Group
16
UBS Group
Switzerland
$9.61M -$302K -11,648 -3%
IW
17
Instrumental Wealth
Florida
$9.37M +$285K +11,167 +3%
CIM
18
Confluence Investment Management
Missouri
$7.96M -$31K -1,198 -0.4%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$7.88M +$570K +21,988 +8%
KAS
20
Kestra Advisory Services
Texas
$6.45M +$609K +23,494 +10%
GPA
21
Guidance Point Advisors
Massachusetts
$6.31M +$259K +9,995 +4%
Raymond James Financial
22
Raymond James Financial
Florida
$6.3M -$60.3K -2,327 -0.9%
AUB
23
Atlantic Union Bankshares
Virginia
$5.26M +$5.26M +203,241 New
Lido Advisors
24
Lido Advisors
California
$4.94M +$339K +13,069 +7%
PA
25
Parallel Advisors
California
$4.88M +$424K +16,373 +10%