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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 %
RWP
26
Reliant Wealth Planning
Kentucky
$1.16M 47,167 +47,167 New
UCFA
27
United Capital Financial Advisors
Texas
$1.08M 44,024 +26,603 +153%
PA
28
PFG Advisors
Arizona
$945K 38,536 +38,536 New
SW
29
Simplicity Wealth
New Jersey
$841K 34,320 +18,500 +117%
Bank of America
30
Bank of America
North Carolina
$839K 34,213 +22,403 +190%
MBTD
31
Mechanics Bank - Trust Department
California
$809K 33,000
Citadel Advisors
32
Citadel Advisors
Florida
$748K 30,532 +30,532 New
FTUS
33
Flow Traders U.S.
New York
$655K 26,725 -3,949 -13%
LPL Financial
34
LPL Financial
California
$639K 26,053 +3,014 +13%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$606K 24,708
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$600K 24,473 +579 +2%
BEI
37
Benjamin Edwards Inc
Missouri
$594K 24,246 +3,769 +18%
Goldman Sachs
38
Goldman Sachs
New York
$574K 23,419 +5,900 +34%
CCWA
39
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$527K 21,500 -40,723 -65%
IAIM
40
International Assets Investment Management
Florida
$501K 19,336 +19,336 New
GMFG
41
Greater Midwest Financial Group
Minnesota
$467K 19,060 +1,032 +6%
JWM
42
JPL Wealth Management
Colorado
$455K 18,554 -100 -0.5%
Financial Engines Advisors
43
Financial Engines Advisors
California
$397K 16,188 +507 +3%
VWA
44
Visionary Wealth Advisors
Illinois
$365K 14,883 +14,883 New
JCM
45
Jacobi Capital Management
Pennsylvania
$362K 14,756 +455 +3%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$331K 13,496 +4,252 +46%
TFS
47
Thoroughbred Financial Services
Tennessee
$304K 12,430 +2,464 +25%
JIP
48
Jaffetilchin Investment Partners
Florida
$271K 11,076 +115 +1%
KAS
49
Kestra Advisory Services
Texas
$268K 10,947 -3,006 -22%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$233K 9,489 -28 -0.3%