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iShares iBonds Dec 2033 Term Treasury ETF

50 hedge funds and large institutions have $157M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
22
Reduced
8
Closed
4
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
$29.9M 1,191,983 +36,497 +3%
SL
2
Summitry LLC
California
$25.4M 1,013,526 +14,353 +1%
AUB
3
Atlantic Union Bankshares
Virginia
$20.6M 820,813 -291,845 -26%
KF
4
Krilogy Financial
Missouri
$18.8M 748,812 +32,282 +5%
UBS Group
5
UBS Group
Switzerland
$14.5M 575,942 +2,160 +0.4%
Wells Fargo
6
Wells Fargo
California
$10.1M 402,772 -2,824 -0.7%
Morgan Stanley
7
Morgan Stanley
New York
$7.34M 292,409 +9,040 +3%
EC
8
Estate Counselors
Wisconsin
$3.88M 154,502 -308 -0.2%
RJA
9
Raymond James & Associates
Florida
$2.81M 112,085 +3,564 +3%
PA
10
Probity Advisors
Texas
$2.55M 101,614 +12,112 +14%
AWP
11
Accretive Wealth Partners
New Jersey
$2.46M 97,884 +1,625 +2%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.17M 86,697 +1,774 +2%
Stifel Financial
13
Stifel Financial
Missouri
$1.65M 65,714 +3,646 +6%
Jane Street
14
Jane Street
New York
$1.63M 64,972 +64,972 New
FA
15
Fagan Associates
New York
$1.62M 64,660 +16,960 +36%
SCA
16
Snowden Capital Advisors
New York
$1.58M 62,794 +1,995 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.18M 46,974 +8,511 +22%
NC
18
NovaPoint Capital
Georgia
$795K 30,114 +30,114 New
MBTD
19
Mechanics Bank - Trust Department
California
$766K 30,500
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$701K 27,924 +1,226 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$700K 27,881 +272 +1%
Osaic Holdings
22
Osaic Holdings
Arizona
$615K 24,500 +928 +4%
KAS
23
Kestra Advisory Services
Texas
$489K 19,461 +271 +1%
SFS
24
Sowell Financial Services
Arkansas
$465K 18,502 -2,140 -10%
BEI
25
Benjamin Edwards Inc
Missouri
$444K 17,676 +15,844 +865%