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iShares iBonds Dec 2029 Term Corporate ETF

279 hedge funds and large institutions have $1.98B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 160 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 39

200% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 14

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

14% more capital invested

Capital invested by funds: $1.73B → $1.98B (+$248M)

9% more funds holding

Funds holding: 256279 (+23)

0.04% less ownership

Funds ownership: 78.83%78.8% (-0.04%)

Holders
279
Holders Change
+23
Holders Change %
+8.98%
% of All Funds
3.74%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
42
Increased
160
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
226
Principal Securities
Iowa
$258K
HFA
227
Highland Financial Advisors
New Jersey
$257K
WJA
228
Willis Johnson & Associates
Texas
$251K +$249K +10,860 New
CF
229
Cyr Financial
Illinois
$247K +$245K +10,698 New
AFG
230
Atomi Financial Group
New York
$246K +$244K +10,646 New
SC
231
Scotia Capital
Ontario, Canada
$245K
MC
232
Moors & Cabot
Massachusetts
$245K +$243K +10,589 New
HBT
233
Heartland Bank & Trust
Illinois
$245K +$242K +10,575 New
CSIA
234
Conrad Siegel Investment Advisors
Pennsylvania
$233K +$231K +10,056 New
ASN
235
Advisory Services Network
Georgia
$231K +$229K +9,986 New
YWM
236
Yoder Wealth Management
California
$226K
BCV
237
Banque Cantonale Vaudoise
Switzerland
$221K +$220K +9,574 New
PFM
238
Phillips Financial Management
Indiana
$214K
BFS
239
BridgePort Financial Solutions
Iowa
$213K
MWM
240
MinichMacGregor Wealth Management
New York
$210K +$208K +9,080 New
FW
241
FullCircle Wealth
Texas
$207K +$205K +8,920 New
KHC
242
Koesten Hirschmann & Crabtree
Kansas
$194K +$19.8K +865 +11%
PGAM
243
Princeton Global Asset Management
New Jersey
$170K +$105K +4,575 +166%
WSFS
244
Wilmington Savings Fund Society
Delaware
$153K
BWL
245
Bogart Wealth LLC
Virginia
$131K -$19.7K -857 -13%
HI
246
Harbour Investments
Wisconsin
$129K +$1.01K +44 +0.8%
CFO
247
CVA Family Office
Colorado
$99.5K
LFG
248
Larson Financial Group
Missouri
$98.5K +$97.6K +4,258 New
TRCT
249
Tower Research Capital (TRC)
New York
$98K +$97.2K +4,238 New
FHA
250
First Horizon Advisors
Tennessee
$77.1K