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iShares iBonds Dec 2029 Term Corporate ETF

356 hedge funds and large institutions have $2.65B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 214 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 50

177% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 22

16% more capital invested

Capital invested by funds: $2.28B → $2.65B (+$366M)

11% more funds holding

Funds holding: 321356 (+35)

1.01% more ownership

Funds ownership: 77.59%78.6% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
356
Holders Change
+35
Holders Change %
+10.9%
% of All Funds
4.33%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
61
Increased
214
Reduced
50
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
251
Great Valley Advisor Group
Delaware
$497K +$498K +21,238 New
GCA
252
Gradient Capital Advisors
California
$494K
PP
253
Prosperity Planning
Missouri
$486K
Koshinski Asset Management
254
Koshinski Asset Management
Illinois
$469K +$173K +7,380 +58%
MC
255
Moors & Cabot
Massachusetts
$443K +$93.7K +3,998 +27%
CT
256
Clearstead Trust
Maine
$432K +$432K +18,454 New
SPWM
257
Straight Path Wealth Management
Michigan
$431K +$70.1K +2,990 +19%
AA
258
Ancora Advisors
Ohio
$431K +$67.7K +2,891 +19%
GHA
259
Granite Harbor Advisors
Texas
$421K -$626K -26,721 -60%
MA
260
Mutual Advisors
Nebraska
$421K +$1.5K +64 +0.4%
BC
261
Barrett & Company
Rhode Island
$409K +$223K +9,530 +120%
EWS
262
Evergreen Wealth Solutions
Pennsylvania
$404K
BCPWM
263
Bradley & Co Private Wealth Management
Florida
$401K -$28.9K -1,234 -7%
IAN
264
Integrated Advisors Network
Texas
$393K +$393K +16,788 New
SQA
265
Simon Quick Advisors
New Jersey
$389K +$23.4K +1,000 +6%
RF
266
Robbins Farley
New Hampshire
$385K +$194K +8,281 +101%
LNB
267
Ledyard National Bank
$381K +$10.5K +450 +3%
Bank of New York Mellon
268
Bank of New York Mellon
New York
$377K +$82.5K +3,522 +28%
MB
269
MidFirst Bank
Oklahoma
$371K +$372K +15,868 New
BAM
270
Beaumont Asset Management
Texas
$365K +$366K +15,601 New
CFO
271
CVA Family Office
Colorado
$350K +$250K +10,655 +248%
PJSIMP
272
P.J. Schmidt Investment Management (PJS)
Wisconsin
$342K +$25K +1,068 +8%
T
273
Tableaux
Massachusetts
$339K -$65.5K -2,796 -16%
BCV
274
Banque Cantonale Vaudoise
Switzerland
$338K -$17.8K -759 -5%
XF
275
XML Financial
Maryland
$332K +$333K +14,196 New