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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
Cerity Partners
251
Cerity Partners
New York
$571K +$575K +24,563 New
SFO
252
Stokes Family Office
Louisiana
$566K
EIP
253
Ellis Investment Partners
Pennsylvania
$555K +$41.4K +1,768 +8%
NGA
254
Naples Global Advisors
Florida
$553K +$6.2K +265 +1%
AT
255
American Trust
Kentucky
$545K
HW
256
HORAN Wealth
Ohio
$526K +$526K +22,465 New
MFWP
257
Mosaic Family Wealth Partners
Missouri
$525K +$264K +11,264 +100%
BC
258
Barrett & Company
Rhode Island
$523K +$117K +5,015 +29%
JIR
259
James Investment Research
Ohio
$512K -$101K -4,330 -16%
First Manhattan
260
First Manhattan
New York
$507K +$510K +21,794 New
Baird Financial Group
261
Baird Financial Group
Wisconsin
$499K +$229K +9,802 +84%
MC
262
Moors & Cabot
Massachusetts
$494K +$54.5K +2,328 +12%
GCA
263
Gradient Capital Advisors
California
$490K
PP
264
Prosperity Planning
Missouri
$483K
MB
265
MidFirst Bank
Oklahoma
$477K +$109K +4,650 +29%
Koshinski Asset Management
266
Koshinski Asset Management
Illinois
$476K +$10.6K +455 +2%
PJSIMP
267
P.J. Schmidt Investment Management (PJS)
Wisconsin
$459K +$119K +5,099 +35%
WIM
268
Wiregrass Investment Management
Georgia
$442K +$211K +9,000 +90%
SPWM
269
Straight Path Wealth Management
Michigan
$436K +$6.97K +298 +2%
IAN
270
Integrated Advisors Network
Texas
$435K +$45.3K +1,935 +12%
RF
271
Robbins Farley
New Hampshire
$432K +$50.3K +2,150 +13%
CT
272
Clearstead Trust
Maine
$429K
AA
273
Ancora Advisors
Ohio
$428K
GFP
274
Gryphon Financial Partners
Ohio
$428K +$430K +18,386 New
SWASL
275
Spartan Wealth Advisory Services LLC
Michigan
$423K +$425K +18,169 New