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iShares iBonds Dec 2033 Term Treasury ETF

42 hedge funds and large institutions have $137M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 6 closing their positions.

Holders
42
Holders Change
+9
Holders Change %
+27.27%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
18
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.9M 1,147,103 +26,663 +2%
AUB
2
Atlantic Union Bankshares
Virginia
$21.1M 867,072 +159,816 +23%
KF
3
Krilogy Financial
Missouri
$16.6M 685,093 +180,834 +36%
UBS Group
4
UBS Group
Switzerland
$15.1M 622,513 +569,578 +1,076%
Wells Fargo
5
Wells Fargo
California
$9.64M 396,829 +88,884 +29%
Morgan Stanley
6
Morgan Stanley
New York
$6.87M 282,639 -234,743 -45%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$6.58M 270,857 +257,921 +1,994%
CAN
8
Cetera Advisor Networks
California
$6.11M 251,578 +75,873 +43%
APP
9
Avantax Planning Partners
Iowa
$3.45M 142,054 +142,054 New
Goldman Sachs
10
Goldman Sachs
New York
$2.73M 112,469
RJA
11
Raymond James & Associates
Florida
$2.47M 101,611 +101,611 New
Jane Street
12
Jane Street
New York
$2.3M 94,540 +80,783 +587%
AWP
13
Accretive Wealth Partners
New Jersey
$2.25M 95,056 +6,307 +7%
PA
14
Probity Advisors
Texas
$1.72M 70,902 +34,871 +97%
SCA
15
Snowden Capital Advisors
New York
$1.56M 64,234 +1,845 +3%
Stifel Financial
16
Stifel Financial
Missouri
$1.4M 57,657 -1,943 -3%
ECM
17
Exchange Capital Management
Michigan
$1.19M 49,151 +49,151 New
ANBTV
18
American National Bank & Trust (Virginia)
Virginia
$1.18M 48,723 +48,723 New
OMC
19
Old Mission Capital
Illinois
$1.03M 42,301 +42,301 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$723K 29,789 +29,789 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$592K 24,379 +24,379 New
FA
22
Fagan Associates
New York
$555K 22,865 +22,865 New
MBTD
23
Mechanics Bank - Trust Department
California
$510K 21,000
LNC
24
Lincoln National Corp
Pennsylvania
$469K 19,289 +19,289 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$420K 17,270 +3,275 +23%