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iShares iBonds Dec 2033 Term Treasury ETF

73 hedge funds and large institutions have $260M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
35
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GI
1
GLOBALT Investments
Georgia
$56.9M 2,322,883 -81,219 -3%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.1M 1,310,104 +20,724 +2%
AUB
3
Atlantic Union Bankshares
Virginia
$22.8M 931,860 +198,561 +27%
KF
4
Krilogy Financial
Missouri
$21.5M 878,976 +23,916 +3%
CIM
5
Confluence Investment Management
Missouri
$17M 694,671 -6,308 -0.9%
Morgan Stanley
6
Morgan Stanley
New York
$14.9M 608,556 +271,974 +81%
CCG
7
Chatham Capital Group
Georgia
$11.6M 474,700 +326,165 +220%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10M 408,174 +38,433 +10%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$8.61M 351,146 +6,319 +2%
HC
10
Headland Capital
South Carolina
$6.97M 284,351 +11,898 +4%
UBS Group
11
UBS Group
Switzerland
$5.95M 242,690 -102,815 -30%
Wells Fargo
12
Wells Fargo
California
$4.96M 202,569 -86,136 -30%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.91M 159,409 +11,551 +8%
PA
14
Probity Advisors
Texas
$3.57M 145,627 +8,835 +6%
AWP
15
Accretive Wealth Partners
New Jersey
$3.23M 131,795 +5,883 +5%
Truist Financial
16
Truist Financial
North Carolina
$3.11M 126,742 -4,931 -4%
Stifel Financial
17
Stifel Financial
Missouri
$2.53M 103,368 +6,918 +7%
EH
18
Equitable Holdings
New York
$2.48M 101,378 +24,654 +32%
SCA
19
Snowden Capital Advisors
New York
$2.03M 82,789
FA
20
Fagan Associates
New York
$1.97M 80,355 +8,185 +11%
SF
21
Synovus Financial
Georgia
$1.75M 71,224 -5,421 -7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.59M 64,962 -1,792 -3%
Raymond James Financial
23
Raymond James Financial
Florida
$1.44M 58,950 -414 -0.7%
KTM
24
Keeler Thomas Management
Utah
$1.33M 54,066 +10,796 +25%
ECM
25
Exchange Capital Management
Michigan
$1.2M 49,151