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iShares iBonds Dec 2033 Term Treasury ETF

83 hedge funds and large institutions have $322M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
Raymond James Financial
26
Raymond James Financial
Florida
$2.27M
PA
27
PFG Advisors
Arizona
$2.14M
SCA
28
Snowden Capital Advisors
New York
$2.07M
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.59M
PFPG
30
Pinnacle Financial Partners (Georgia)
Georgia
$1.55M
LAM
31
L2 Asset Management
Massachusetts
$1.32M
Lido Advisors
32
Lido Advisors
California
$1.22M
LPL Financial
33
LPL Financial
California
$1.12M
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$850K
MBTD
35
Mechanics Bank - Trust Department
California
$805K
RWP
36
Reliant Wealth Planning
Kentucky
$747K
BEI
37
Benjamin Edwards Inc
Missouri
$715K
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$658K
TRCT
39
Tower Research Capital (TRC)
New York
$626K
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$580K
GMFG
41
Greater Midwest Financial Group
Minnesota
$574K
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$566K
VWA
43
Visionary Wealth Advisors
Illinois
$471K
Financial Engines Advisors
44
Financial Engines Advisors
California
$463K
KTM
45
Keeler Thomas Management
Utah
$454K
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$441K
AQR Capital Management
47
AQR Capital Management
Connecticut
$435K
JWM
48
JPL Wealth Management
Colorado
$424K
SW
49
Simplicity Wealth
New Jersey
$420K
KAS
50
Kestra Advisory Services
Texas
$409K