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iShares iBonds Dec 2033 Term Treasury ETF

74 hedge funds and large institutions have $261M invested in iShares iBonds Dec 2033 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
35
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
1
GLOBALT Investments
Georgia
$56.9M -$1.99M -81,219 -3%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.1M +$508K +20,724 +2%
AUB
3
Atlantic Union Bankshares
Virginia
$22.8M +$4.87M +198,561 +27%
KF
4
Krilogy Financial
Missouri
$21.5M +$586K +23,916 +3%
CIM
5
Confluence Investment Management
Missouri
$17M -$155K -6,308 -0.9%
Morgan Stanley
6
Morgan Stanley
New York
$14.9M +$6.67M +271,974 +81%
CCG
7
Chatham Capital Group
Georgia
$11.6M +$7.99M +326,165 +220%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10M +$942K +38,433 +10%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$8.61M +$155K +6,319 +2%
HC
10
Headland Capital
South Carolina
$6.97M +$292K +11,898 +4%
UBS Group
11
UBS Group
Switzerland
$5.95M -$2.52M -102,815 -30%
Wells Fargo
12
Wells Fargo
California
$4.96M -$2.11M -86,136 -30%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.91M +$283K +11,551 +8%
PA
14
Probity Advisors
Texas
$3.57M +$217K +8,835 +6%
AWP
15
Accretive Wealth Partners
New Jersey
$3.23M +$144K +5,883 +5%
Truist Financial
16
Truist Financial
North Carolina
$3.11M -$121K -4,931 -4%
Stifel Financial
17
Stifel Financial
Missouri
$2.53M +$170K +6,918 +7%
EH
18
Equitable Holdings
New York
$2.48M +$604K +24,654 +32%
SCA
19
Snowden Capital Advisors
New York
$2.03M
FA
20
Fagan Associates
New York
$1.97M +$201K +8,185 +11%
SF
21
Synovus Financial
Georgia
$1.75M -$133K -5,421 -7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.59M -$43.9K -1,792 -3%
Raymond James Financial
23
Raymond James Financial
Florida
$1.44M -$10.1K -414 -0.7%
KTM
24
Keeler Thomas Management
Utah
$1.33M +$265K +10,796 +25%
ECM
25
Exchange Capital Management
Michigan
$1.2M