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iShares iBonds Dec 2033 Term Treasury ETF

57 hedge funds and large institutions have $200M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
24
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$584K 24,708 +24,708 New
APW
27
Atlantic Private Wealth
North Carolina
$523K 22,135 +22,135 New
Osaic Holdings
28
Osaic Holdings
Arizona
$478K 20,215 -4,285 -17%
BEI
29
Benjamin Edwards Inc
Missouri
$437K 18,498 +822 +5%
KAS
30
Kestra Advisory Services
Texas
$424K 17,923 -1,538 -8%
LPL Financial
31
LPL Financial
California
$423K 17,885 +5,168 +41%
MA
32
Mutual Advisors
Nebraska
$404K 17,108 -276 -2%
Financial Engines Advisors
33
Financial Engines Advisors
California
$371K 15,687 +1,225 +8%
Jane Street
34
Jane Street
New York
$340K 14,390 -50,582 -78%
JCM
35
Jacobi Capital Management
Pennsylvania
$338K 14,294 +3,653 +34%
Bank of America
36
Bank of America
North Carolina
$331K 13,991 +3,059 +28%
HF
37
HRT Financial
New York
$266K 11,287 +11,287 New
MFG
38
Mendota Financial Group
Wisconsin
$255K 10,781 +10,781 New
JWM
39
JPL Wealth Management
Colorado
$242K 10,239 +10,239 New
TFS
40
Thoroughbred Financial Services
Tennessee
$233K 9,902 +137 +1%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$222K 9,374 +2,117 +29%
JIR
42
James Investment Research
Ohio
$216K 9,150
PAG
43
Private Advisor Group
New Jersey
$211K 8,920 +8,920 New
APP
44
Avantax Planning Partners
Iowa
$204K 8,622 -1,089 -11%
PWA
45
Physician Wealth Advisors
Utah
$98.6K 4,173 +4,173 New
IA
46
IFP Advisors
Florida
$72.7K 3,075
SWC
47
Spectrum Wealth Counsel
Indiana
$48.2K 2,041
NWMP
48
Noble Wealth Management PBC
Colorado
$47.3K 2,000 +2,000 New
PFBT
49
Parkside Financial Bank & Trust
Missouri
$44.3K 1,874
CAL
50
Capital Analysts LLC
Pennsylvania
$44K 1,873