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iShares iBonds Dec 2033 Term Treasury ETF

43 hedge funds and large institutions have $164M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
23
Reduced
3
Closed
5
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
$27.7M 1,155,486 +8,383 +0.7%
AUB
2
Atlantic Union Bankshares
Virginia
$26.7M 1,112,658 +245,586 +28%
SL
3
Summitry LLC
California
$24M 999,173 +999,173 New
KF
4
Krilogy Financial
Missouri
$17.2M 716,530 +31,437 +5%
UBS Group
5
UBS Group
Switzerland
$13.8M 573,782 -48,731 -8%
Wells Fargo
6
Wells Fargo
California
$9.73M 405,596 +8,767 +2%
Morgan Stanley
7
Morgan Stanley
New York
$6.8M 283,369 +730 +0.3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$6.63M 276,237 +5,380 +2%
EC
9
Estate Counselors
Wisconsin
$3.72M 154,810 +154,810 New
Goldman Sachs
10
Goldman Sachs
New York
$3.57M 148,940 +36,471 +32%
RJA
11
Raymond James & Associates
Florida
$2.6M 108,521 +6,910 +7%
AWP
12
Accretive Wealth Partners
New Jersey
$2.31M 96,259 +1,203 +1%
PA
13
Probity Advisors
Texas
$2.15M 89,502 +18,600 +26%
APP
14
Avantax Planning Partners
Iowa
$2.12M 88,372 -53,682 -38%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.04M 84,923 +84,923 New
Stifel Financial
16
Stifel Financial
Missouri
$1.49M 62,068 +4,411 +8%
SCA
17
Snowden Capital Advisors
New York
$1.46M 60,799 -3,435 -5%
ECM
18
Exchange Capital Management
Michigan
$1.18M 49,151
FA
19
Fagan Associates
New York
$1.14M 47,700 +24,835 +109%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$924K 38,463 +8,674 +29%
MBTD
21
Mechanics Bank - Trust Department
California
$732K 30,500 +9,500 +45%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$663K 27,609 +3,230 +13%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$641K 26,698 +9,428 +55%
Osaic Holdings
24
Osaic Holdings
Arizona
$566K 23,572 +21,227 +905%
MA
25
Mutual Advisors
Nebraska
$513K 21,040 +21,040 New