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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 %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$233K -$686 -28 -0.3%
PAG
52
Private Advisor Group
New Jersey
$219K
JIR
53
James Investment Research
Ohio
$209K
S
54
SignatureFD
Georgia
$205K -$123K -5,025 -38%
APP
55
Avantax Planning Partners
Iowa
$201K +$201K +8,184 New
IA
56
IFP Advisors
Florida
$171K +$75.2K +3,070 +79%
PWA
57
Physician Wealth Advisors
Utah
$102K
APW
58
Atlantic Private Wealth
North Carolina
$99.7K -$436K -17,774 -81%
Osaic Holdings
59
Osaic Holdings
Arizona
$77.1K -$623K -26,385 -89%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$73K +$42.7K +1,749 +141%
PFBT
61
Parkside Financial Bank & Trust
Missouri
$46.9K +$931 +38 +2%
CAL
62
Capital Analysts LLC
Pennsylvania
$46K
ADL
63
Asset Dedication LLC
California
$31.2K +$9.09K +371 +41%
CTWM
64
Cherry Tree Wealth Management
Minnesota
$29.6K +$12.2K +499 +71%
CTC
65
Central Trust Company
Missouri
$28.7K +$20.3K +827 +240%
Comerica Bank
66
Comerica Bank
Texas
$26.2K -$466 -19 -2%
AF
67
Allworth Financial
California
$20.7K
LCM
68
Logan Capital Management
Pennsylvania
$6.54K
CWM
69
Centricity Wealth Management
Ohio
$5.15K
CA
70
CoreCap Advisors
Michigan
$1.45K +$1.15K +47 +392%
SC
71
SouthState Corp
Florida
$1.08K +$1.08K +44 New
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$833 +$833 +34 New
NA
73
NewEdge Advisors
Louisiana
$148 +$148 +6 New
BTI
74
Blue Trust Inc
Georgia
$98
EC
75
Estate Counselors
Wisconsin
-$3.87M -158,426 Closed