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iShares iBonds Dec 2029 Term Corporate ETF

320 hedge funds and large institutions have $2.26B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 194 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.9M
2 +$23.7M
3 +$19.4M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$17.3M
5
Morgan Stanley
Morgan Stanley
New York
+$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EWS
226
Evergreen Wealth Solutions
Pennsylvania
$405K
SG
227
StoneX Group
New York
$393K
FFA
228
Farther Finance Advisors
California
$384K
PGAM
229
Princeton Global Asset Management
New Jersey
$377K
LNB
230
Ledyard National Bank
$371K
SQA
231
Simon Quick Advisors
New Jersey
$366K
AA
232
Ancora Advisors
Ohio
$364K
SPWM
233
Straight Path Wealth Management
Michigan
$362K
SWP
234
Summit Wealth Partners
Florida
$362K
AFG
235
Atomi Financial Group
New York
$360K
EH
236
Equitable Holdings
New York
$357K
BCV
237
Banque Cantonale Vaudoise
Switzerland
$356K
MC
238
Moors & Cabot
Massachusetts
$350K
LF
239
Lee Financial
Texas
$341K
ASN
240
Advisory Services Network
Georgia
$340K
4WM
241
4J Wealth Management
Virginia
$333K
JBA
242
Johnson Bixby & Associates
Washington
$324K
PJSIMP
243
P.J. Schmidt Investment Management (PJS)
Wisconsin
$318K
RW
244
REDW Wealth
New Mexico
$315K
EW
245
Element Wealth
Mississippi
$312K
UCB
246
United Community Bank
South Carolina
$310K
Koshinski Asset Management
247
Koshinski Asset Management
Illinois
$297K
Bank of New York Mellon
248
Bank of New York Mellon
New York
$295K
DWM
249
Dakota Wealth Management
Florida
$288K
PS
250
Principal Securities
Iowa
$285K