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iShares iBonds Dec 2033 Term Treasury ETF

74 hedge funds and large institutions have $261M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
35
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.2M +$1.2M +48,786 New
RWP
27
Reliant Wealth Planning
Kentucky
$1.16M +$1.16M +47,167 New
UCFA
28
United Capital Financial Advisors
Texas
$1.08M +$652K +26,603 +153%
PA
29
PFG Advisors
Arizona
$945K +$945K +38,536 New
SW
30
Simplicity Wealth
New Jersey
$841K +$453K +18,500 +117%
Bank of America
31
Bank of America
North Carolina
$839K +$549K +22,403 +190%
MBTD
32
Mechanics Bank - Trust Department
California
$809K
Citadel Advisors
33
Citadel Advisors
Florida
$748K +$748K +30,532 New
FTUS
34
Flow Traders U.S.
New York
$655K -$96.8K -3,949 -13%
LPL Financial
35
LPL Financial
California
$639K +$73.9K +3,014 +13%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$606K
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$600K +$14.2K +579 +2%
BEI
38
Benjamin Edwards Inc
Missouri
$594K +$92.4K +3,769 +18%
Goldman Sachs
39
Goldman Sachs
New York
$574K +$145K +5,900 +34%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$527K -$998K -40,723 -65%
IAIM
41
International Assets Investment Management
Florida
$501K +$501K +19,336 New
GMFG
42
Greater Midwest Financial Group
Minnesota
$467K +$25.3K +1,032 +6%
JWM
43
JPL Wealth Management
Colorado
$455K -$2.45K -100 -0.5%
Financial Engines Advisors
44
Financial Engines Advisors
California
$397K +$12.4K +507 +3%
VWA
45
Visionary Wealth Advisors
Illinois
$365K +$365K +14,883 New
JCM
46
Jacobi Capital Management
Pennsylvania
$362K +$11.2K +455 +3%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$331K +$104K +4,252 +46%
TFS
48
Thoroughbred Financial Services
Tennessee
$304K +$60.3K +2,464 +25%
JIP
49
Jaffetilchin Investment Partners
Florida
$271K +$2.82K +115 +1%
KAS
50
Kestra Advisory Services
Texas
$268K -$73.7K -3,006 -22%