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iShares iBonds Dec 2033 Term Treasury ETF

71 hedge funds and large institutions have $243M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
+14
Holders Change %
+24.56%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
21
Increased
23
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GI
1
GLOBALT Investments
Georgia
$58.7M 2,404,102 -66,793 -3%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.5M 1,289,380 +9,937 +0.8%
KF
3
Krilogy Financial
Missouri
$20.9M 855,060 +62,745 +8%
AUB
4
Atlantic Union Bankshares
Virginia
$17.9M 733,299 +22,206 +3%
CIM
5
Confluence Investment Management
Missouri
$17.1M 700,979 +700,979 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$9.02M 369,741 +10,675 +3%
UBS Group
7
UBS Group
Switzerland
$8.43M 345,505 -253,059 -42%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$8.41M 344,827 +344,827 New
Morgan Stanley
9
Morgan Stanley
New York
$8.21M 336,582 +42,962 +15%
Wells Fargo
10
Wells Fargo
California
$7.04M 288,705 -99,813 -26%
HC
11
Headland Capital
South Carolina
$6.65M 272,453 +272,453 New
EC
12
Estate Counselors
Wisconsin
$3.87M 158,426 +3,870 +3%
CCG
13
Chatham Capital Group
Georgia
$3.62M 148,535 +148,535 New
HighTower Advisors
14
HighTower Advisors
Illinois
$3.61M 147,858 +32,547 +28%
PA
15
Probity Advisors
Texas
$3.34M 136,792 +11,332 +9%
Truist Financial
16
Truist Financial
North Carolina
$3.21M 131,673 -8,418 -6%
AWP
17
Accretive Wealth Partners
New Jersey
$3.05M 125,912 +26,675 +27%
Stifel Financial
18
Stifel Financial
Missouri
$2.35M 96,450 +29,223 +43%
SCA
19
Snowden Capital Advisors
New York
$2.02M 82,789 +11,970 +17%
EH
20
Equitable Holdings
New York
$1.87M 76,724 +76,724 New
SF
21
Synovus Financial
Georgia
$1.87M 76,645 +9,659 +14%
FA
22
Fagan Associates
New York
$1.76M 72,170 -1,500 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.63M 66,754 +2,799 +4%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.56M 62,223 +36,116 +138%
Raymond James Financial
25
Raymond James Financial
Florida
$1.45M 59,364 -43,775 -42%