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iShares iBonds Dec 2033 Term Treasury ETF
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Overview Fund Activity

43 hedge funds and large institutions have $164M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
23
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Summitry LLC
California
$24M
2
AUB
2
Atlantic Union Bankshares
Virginia
$26.7M
3
EC
3
Estate Counselors
Wisconsin
$3.72M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.04M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.57M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
APP
2
Avantax Planning Partners
Iowa
$2.12M
3
UBS Group
3
UBS Group
Switzerland
$13.8M
4
OMC
4
Old Mission Capital
Illinois
$0
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
26
Sowell Financial Services
Arkansas
$495K 20,642 +20,642 New
KAS
27
Kestra Advisory Services
Texas
$461K 19,190 +4,047 +27%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$449K 18,700 +2,926 +19%
LPL Financial
29
LPL Financial
California
$436K 18,167 +18,167 New
BFEC
30
Benjamin F. Edwards & Company
Missouri
$394K 16,434 +627 +4%
Financial Engines Advisors
31
Financial Engines Advisors
California
$331K 13,775 +215 +2%
JIR
32
James Investment Research
Ohio
$220K 9,150 – –
Bank of America
33
Bank of America
North Carolina
$181K 7,555 +5,335 +240%
US Bancorp
34
US Bancorp
Minnesota
$151K 6,300 +6,300 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$106K 4,420 – –
IA
36
IFP Advisors
Florida
$73.8K 3,075 – –
SWC
37
Spectrum Wealth Counsel
Indiana
$49K 2,041 +2,041 New
CAL
38
Capital Analysts LLC
Pennsylvania
$45K 1,873 – –
BEI
39
Benjamin Edwards Inc
Missouri
$44K 1,832 +18 +1%
PFBT
40
Parkside Financial Bank & Trust
Missouri
$41.9K 1,746 – –
AF
41
Allworth Financial
California
$20.5K 846 – –
CTWM
42
Cherry Tree Wealth Management
Minnesota
$17K 707 – –
CTC
43
Central Trust Company
Missouri
$8.28K 345 – –
Jane Street
44
Jane Street
New York
– – -94,540 Closed
OMC
45
Old Mission Capital
Illinois
– – -42,301 Closed
LNC
46
Lincoln National Corp
Pennsylvania
– – -19,289 Closed
NA
47
NewEdge Advisors
Louisiana
– – -78 Closed
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
– – -25 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
1
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