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iShares iBonds Dec 2033 Term Treasury ETF

78 hedge funds and large institutions have $303M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$1.97M
TFS
27
Thoroughbred Financial Services
Tennessee
$1.73M
PFPG
28
Pinnacle Financial Partners (Georgia)
Georgia
$1.56M
KTM
29
Keeler Thomas Management
Utah
$1.37M
NC
30
NovaPoint Capital
Georgia
$1.28M
Lido Advisors
31
Lido Advisors
California
$1.23M
LAM
32
L2 Asset Management
Massachusetts
$1.22M
Jane Street
33
Jane Street
New York
$1.21M
LPL Financial
34
LPL Financial
California
$1.09M
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$856K
MBTD
36
Mechanics Bank - Trust Department
California
$810K
RWP
37
Reliant Wealth Planning
Kentucky
$752K
BEI
38
Benjamin Edwards Inc
Missouri
$711K
Citadel Advisors
39
Citadel Advisors
Florida
$708K
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$631K
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$579K
Financial Engines Advisors
42
Financial Engines Advisors
California
$549K
GMFG
43
Greater Midwest Financial Group
Minnesota
$516K
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$498K
VWA
45
Visionary Wealth Advisors
Illinois
$475K
AQR Capital Management
46
AQR Capital Management
Connecticut
$464K
SW
47
Simplicity Wealth
New Jersey
$428K
JWM
48
JPL Wealth Management
Colorado
$426K
KAS
49
Kestra Advisory Services
Texas
$396K
JCM
50
Jacobi Capital Management
Pennsylvania
$393K