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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
TC
251
Trust Company
Kansas
$75.8K +$25.1K +1,095 +50%
BOJHT
252
Bank of Jackson Hole Trust
Wyoming
$73.7K +$30.8K +1,345 +73%
BC
253
Barrett & Company
Rhode Island
$69.4K
SPIA
254
Steward Partners Investment Advisory
New York
$66.1K -$32.2K -1,404 -33%
EPW
255
Evergreen Private Wealth
Colorado
$61.6K
PWA
256
Physician Wealth Advisors
Utah
$53.2K +$52.7K +2,300 New
FUBT
257
First United Bank & Trust
Maryland
$48.1K
AC
258
AlphaCore Capital
California
$47.2K +$46.8K +2,040 New
FFA
259
Farther Finance Advisors
California
$44.5K -$12.3K -535 -22%
S
260
SignatureFD
Georgia
$40.2K +$39.8K +1,736 New
HIA
261
Harbor Investment Advisory
Maryland
$37.9K +$19.3K +840 +105%
HWM
262
Hemington Wealth Management
Virginia
$33K
PA
263
PSI Advisors
Florida
$30.8K
PTC
264
Private Trust Company
Ohio
$30.3K -$390 -17 -1%
KOCAA
265
Knights of Columbus Asset Advisors
Connecticut
$28.7K
SVWA
266
Sarver Vrooman Wealth Advisors
Missouri
$27.6K +$27.4K +1,194 New
EB
267
Eastern Bank
Massachusetts
$20.2K
National Bank of Canada
268
National Bank of Canada
Quebec, Canada
$20.1K +$19.9K +868 New
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$20K -$7.89K -344 -28%
AF
270
Advisornet Financial
Minnesota
$19.3K +$161 +7 +0.8%
KWM
271
Kiker Wealth Management
Georgia
$19.1K +$18.9K +826 New
BTI
272
Blue Trust Inc
Georgia
$18K +$138 +6 +0.8%
RF
273
Rossby Financial
Florida
$16.9K +$16.8K +732 New
BCWM
274
Bartlett & Co Wealth Management
Ohio
$12.3K -$1.6K -70 -12%
PNC Financial Services Group
275
PNC Financial Services Group
Pennsylvania
$10.9K +$69 +3 +0.6%