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iShares iBonds Dec 2033 Term Treasury ETF

42 hedge funds and large institutions have $137M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 6 closing their positions.

Holders
42
Holders Change
+9
Holders Change %
+27.27%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
18
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$384K 15,807 +2,374 +18%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$383K 15,774 -3,473 -18%
KAS
28
Kestra Advisory Services
Texas
$368K 15,143 +15,143 New
Financial Engines Advisors
29
Financial Engines Advisors
California
$329K 13,560 +4,844 +56%
JIR
30
James Investment Research
Ohio
$222K 9,150 +9,150 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$107K 4,420 +3,300 +295%
IA
32
IFP Advisors
Florida
$74.7K 3,075
Osaic Holdings
33
Osaic Holdings
Arizona
$57K 2,345
Bank of America
34
Bank of America
North Carolina
$53.9K 2,220 +1,571 +242%
CAL
35
Capital Analysts LLC
Pennsylvania
$45K 1,873
BEI
36
Benjamin Edwards Inc
Missouri
$44K 1,814 +755 +71%
PFBT
37
Parkside Financial Bank & Trust
Missouri
$42.4K 1,746 +279 +19%
AF
38
Allworth Financial
California
$20.6K 846
CTWM
39
Cherry Tree Wealth Management
Minnesota
$17.2K 707 +707 New
CTC
40
Central Trust Company
Missouri
$8.38K 345 +345 New
NA
41
NewEdge Advisors
Louisiana
$1.9K 78 +78 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$607 25 +25 New
TWM
43
TMD Wealth Management
Arizona
-240,191 Closed
SWA
44
Stratos Wealth Advisors
Ohio
-204,539 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-90,187 Closed
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
-57,268 Closed
HighTower Advisors
47
HighTower Advisors
Illinois
-51,051 Closed
SIM
48
Stratos Investment Management
Ohio
-12,654 Closed
CFGS
49
Concourse Financial Group Securities
Alabama