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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
CAM
276
Costello Asset Management
Pennsylvania
$10.1K +$69 +3 +0.7%
FPB
277
First PREMIER Bank
South Dakota
$8K
ADL
278
Asset Dedication LLC
California
$7.52K
LCM
279
Logan Capital Management
Pennsylvania
$6.22K
CWC
280
Carolinas Wealth Consulting
North Carolina
$1.64K
JWCA
281
J.W. Cole Advisors
Florida
-$6.17M -270,416 Closed
CIM
282
Confluence Investment Management
Missouri
-$5.81M -254,736 Closed
NDSI
283
Newman Dignan & Sheerar Inc
Rhode Island
-$3.42M -149,849 Closed
LF
284
LifePlan Financial
Minnesota
-$2.5M -109,647 Closed
MFG
285
Mendota Financial Group
Wisconsin
-$796K -34,929 Closed
SWP
286
Summit Wealth Partners
Florida
-$338K -14,828 Closed
FTUS
287
Flow Traders U.S.
New York
-$235K -10,309 Closed
GS
288
GTS Securities
New York
-$208K -9,133 Closed
WFA
289
Wells Financial Advisors
Massachusetts
-$91.2K -4,000 Closed
VHAM
290
Van Hulzen Asset Management
California
-$71K -3,114 Closed
CAM
291
Creekmur Asset Management
Illinois
-$70.4K -3,088 Closed
VWM
292
Venturi Wealth Management
Texas
-$16.3K -717 Closed
WT
293
Whittier Trust
California
-$2.35K -103 Closed
KIM
294
Kestra Investment Management
Texas
-$1.96K -86 Closed