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iShares iBonds Dec 2033 Term Treasury ETF

57 hedge funds and large institutions have $200M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
24
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GI
1
GLOBALT Investments
Georgia
$58.4M 2,470,895 +2,470,895 New
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.2M 1,279,443 +87,460 +7%
KF
3
Krilogy Financial
Missouri
$18.7M 792,315 +43,503 +6%
AUB
4
Atlantic Union Bankshares
Virginia
$16.8M 711,093 -109,720 -13%
UBS Group
5
UBS Group
Switzerland
$14.1M 598,564 +22,622 +4%
Wells Fargo
6
Wells Fargo
California
$9.18M 388,518 -14,254 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.48M 359,066 +331,185 +1,188%
Morgan Stanley
8
Morgan Stanley
New York
$6.94M 293,620 +1,211 +0.4%
EC
9
Estate Counselors
Wisconsin
$3.65M 154,556 +54 +0%
Truist Financial
10
Truist Financial
North Carolina
$3.31M 140,091 +140,091 New
PA
11
Probity Advisors
Texas
$2.96M 125,460 +23,846 +23%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.72M 115,311 +28,614 +33%
Raymond James Financial
13
Raymond James Financial
Florida
$2.44M 103,139 +103,139 New
AWP
14
Accretive Wealth Partners
New Jersey
$2.34M 99,237 +1,353 +1%
FA
15
Fagan Associates
New York
$1.74M 73,670 +9,010 +14%
SCA
16
Snowden Capital Advisors
New York
$1.67M 70,819 +8,025 +13%
Stifel Financial
17
Stifel Financial
Missouri
$1.59M 67,227 +1,513 +2%
SF
18
Synovus Financial
Georgia
$1.58M 66,986 +66,986 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.51M 63,955 +16,981 +36%
ECM
20
Exchange Capital Management
Michigan
$1.16M 49,151 +49,151 New
NC
21
NovaPoint Capital
Georgia
$860K 34,274 +4,160 +14%
MBTD
22
Mechanics Bank - Trust Department
California
$780K 33,000 +2,500 +8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$650K 27,489 -435 -2%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$617K 26,107 +26,107 New
Citadel Advisors
25
Citadel Advisors
Florida
$612K 25,888 +9,783 +61%