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iShares iBonds Dec 2029 Term Corporate ETF

300 hedge funds and large institutions have $2.21B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 162 increasing their positions, 57 reducing their positions, and 9 closing their positions.

Holders
300
Holders Change
+21
Holders Change %
+7.53%
% of All Funds
4.03%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
38
Increased
162
Reduced
57
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RFG
226
RFP Financial Group
Georgia
$354K 15,152 +15,152 New
SG
227
StoneX Group
New York
$351K 15,057 +775 +5%
4WM
228
4J Wealth Management
Virginia
$350K 15,009
LF
229
Lee Financial
Texas
$339K 14,550
AFG
230
Atomi Financial Group
New York
$325K 13,912 +3,266 +31%
JBA
231
Johnson Bixby & Associates
Washington
$319K 13,653 -1,875 -12%
Susquehanna International Group
232
Susquehanna International Group
Pennsylvania
$318K 13,616 -11,984 -47%
PJSIMP
233
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K 13,558
RW
234
REDW Wealth
New Mexico
$313K 13,420
UCB
235
United Community Bank
South Carolina
$308K 13,200 +820 +7%
SCG
236
Sonata Capital Group
Washington
$294K 12,600 +12,600 New
ASN
237
Advisory Services Network
Georgia
$289K 12,423 +2,437 +24%
Koshinski Asset Management
238
Koshinski Asset Management
Illinois
$288K 12,337 +12,337 New
EW
239
Element Wealth
Mississippi
$284K 12,165
MC
240
Moors & Cabot
Massachusetts
$278K 11,922 +1,333 +13%
PS
241
Principal Securities
Iowa
$275K 11,797 +478 +4%
SPIA
242
Steward Partners Investment Advisory
New York
$261K 11,193 +8,337 +292%
AA
243
Addison Advisors
Vermont
$260K 11,145 -15 -0.1%
PGAM
244
Princeton Global Asset Management
New Jersey
$260K 11,131 +3,796 +52%
HFA
245
Highland Financial Advisors
New Jersey
$259K 11,110
NL
246
NWAM LLC
Washington
$258K 11,103 +11,103 New
MFWP
247
Mosaic Family Wealth Partners
Missouri
$246K 10,523 +10,523 New
SVWA
248
Sarver Vrooman Wealth Advisors
Missouri
$244K 10,470 +9,276 +777%
CSIA
249
Conrad Siegel Investment Advisors
Pennsylvania
$237K 10,147 +91 +0.9%
YWM
250
Yoder Wealth Management
California
$228K 9,765