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iShares iBonds Dec 2029 Term Corporate ETF

302 hedge funds and large institutions have $2.21B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 162 increasing their positions, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+23
Holders Change %
+8.24%
% of All Funds
4.05%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
39
Increased
162
Reduced
58
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
276
Physician Wealth Advisors
Utah
$53.7K
AC
277
AlphaCore Capital
California
$47.6K
FFA
278
Farther Finance Advisors
California
$45.5K +$560 +24 +1%
National Bank of Canada
279
National Bank of Canada
Quebec, Canada
$43.8K +$23.6K +1,009 +116%
S
280
SignatureFD
Georgia
$40.5K
OSAM
281
O'Shaughnessy Asset Management
Connecticut
$40.1K +$40.1K +1,719 New
PTC
282
Private Trust Company
Ohio
$35K +$4.48K +192 +15%
HWM
283
Hemington Wealth Management
Virginia
$33K
CT
284
Coastline Trust
Rhode Island
$30.3K +$30.3K +1,297 New
EB
285
Eastern Bank
Massachusetts
$29.7K +$9.33K +400 +46%
KOCAA
286
Knights of Columbus Asset Advisors
Connecticut
$28.9K
AGWCA
287
Annis Gardner Whiting Capital Advisors
Florida
$25.5K +$25.5K +1,091 New
PP
288
Pacifica Partners
Canada
$20.6K +$20.6K +883 New
AF
289
Advisornet Financial
Minnesota
$19.7K +$233 +10 +1%
CIA
290
Choate Investment Advisors
Massachusetts
$19.5K +$19.5K +837 New
KWM
291
Kiker Wealth Management
Georgia
$19.3K
BTI
292
Blue Trust Inc
Georgia
$18.4K +$233 +10 +1%
RF
293
Rossby Financial
Florida
$17.1K
HNB
294
Huntington National Bank
Ohio
$15.9K
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$15.9K +$4.92K +211 +45%
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$15.7K +$15.7K +674 New
BCWM
297
Bartlett & Co Wealth Management
Ohio
$12.4K
CAM
298
Costello Asset Management
Pennsylvania
$10.3K +$117 +5 +1%
CA
299
CoreCap Advisors
Michigan
$9.01K +$9.01K +386 New
FPB
300
First PREMIER Bank
South Dakota
$8K