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iShares iBonds Dec 2029 Term Corporate ETF

383 hedge funds and large institutions have $2.91B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 233 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

316% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 56

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $2.65B → $2.91B (+$261M)

8% more funds holding

Funds holding: 356383 (+27)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

0.77% less ownership

Funds ownership: 78.6%77.83% (-0.77%)

Holders
383
Holders Change
+27
Holders Change %
+7.58%
% of All Funds
4.72%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.21%
New
57
Increased
233
Reduced
56
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
226
Kestra Private Wealth Services
Texas
$717K +$138K +5,883 +24%
AWM
227
Aprio Wealth Management
Georgia
$712K +$717K +30,632 New
DWM
228
DecisionMap Wealth Management
Virginia
$710K +$22.9K +980 +3%
FWMM
229
Foundation Wealth Management (Missouri)
Missouri
$698K +$49.6K +2,121 +8%
OE
230
OFS Enterprise
Nebraska
$692K +$696K +29,750 New
PGAM
231
Princeton Global Asset Management
New Jersey
$685K +$67.9K +2,901 +11%
CA
232
CGN Advisors
Kansas
$680K -$279K -11,909 -29%
SMC
233
Smith, Moore & Co
Missouri
$675K -$81.4K -3,479 -11%
AGP
234
Autumn Glory Partners
Texas
$670K +$99.5K +4,254 +17%
CFMC
235
Curbstone Financial Management Corp
New Hampshire
$669K +$28.1K +1,200 +4%
RFN
236
Redwood Financial Network
Ohio
$650K +$27.5K +1,174 +4%
CFO
237
CVA Family Office
Colorado
$645K +$299K +12,765 +85%
RSEWM
238
River's Edge Wealth Management
Pennsylvania
$632K +$1.94K +83 +0.3%
RSWA
239
Robinson Smith Wealth Advisors
Maine
$627K +$749 +32 +0.1%
TFS
240
Thoroughbred Financial Services
Tennessee
$613K -$26.1K -1,115 -4%
DP
241
Dearborn Partners
Illinois
$611K +$9.08K +388 +2%
CCM
242
CFO Capital Management
Connecticut
$609K +$57.3K +2,451 +10%
DWT
243
Dorsey & Whitney Trust
South Dakota
$605K
T
244
Tableaux
Massachusetts
$601K +$265K +11,335 +78%
VHAM
245
Van Hulzen Asset Management
California
$592K +$327K +13,979 +122%
AWMG
246
ADG Wealth Management Group
Louisiana
$591K +$595K +25,425 New
FAL
247
Focused Alpha LLC
Colorado
$590K +$39.3K +1,680 +7%
GVAG
248
Great Valley Advisor Group
Delaware
$588K +$94.2K +4,025 +19%
CA
249
Clearstead Advisors
Ohio
$586K +$29.8K +1,275 +5%
ASN
250
Advisory Services Network
Georgia
$586K -$53.7K -2,297 -8%