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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
MOS
301
MGO One Seven
Ohio
$288K +$21K +899 +8%
WSFS
302
Wilmington Savings Fund Society
Delaware
$283K
AWA
303
Arkadios Wealth Advisors
Georgia
$280K +$282K +12,034 New
ML
304
MLP3 LLC
New Jersey
$273K +$35K +1,498 +15%
AA
305
Addison Advisors
Vermont
$266K +$7.25K +310 +3%
HA
306
Hanover Advisors
South Carolina
$266K +$1.15K +49 +0.4%
NL
307
NWAM LLC
Washington
$265K +$1.57K +67 +0.6%
SL
308
Sentinus LLC
Illinois
$263K +$265K +11,315 New
S
309
SignatureFD
Georgia
$263K +$64.4K +2,751 +32%
HFA
310
Highland Financial Advisors
New Jersey
$258K
EWP
311
Evergreen Wealth Partners
Montana
$255K -$1.36K -58 -0.5%
PMG
312
ProVise Management Group
Florida
$252K +$254K +10,840 New
MWM
313
Maridea Wealth Management
New York
$251K +$253K +10,801 New
BWM
314
Briggs Wealth Management
Connecticut
$249K +$250K +10,702 New
SI
315
Seeds Investor
New York
$247K +$248K +10,589 New
PWA
316
Provenance Wealth Advisors
Florida
$245K -$69.6K -2,977 -22%
MWA
317
Midland Wealth Advisors
Illinois
$244K +$9.87K +422 +4%
CWA
318
Crusonia Wealth Advisors
Colorado
$244K +$13.5K +578 +6%
RWM
319
Ritholtz Wealth Management
New York
$244K +$245K +10,477 New
AO
320
Advisor OS
Illinois
$240K +$241K +10,317 New
Bessemer Group
321
Bessemer Group
New Jersey
$237K +$238K +10,174 New
FIA
322
Foundations Investment Advisors
Arizona
$234K +$236K +10,069 New
AFP
323
Arnold Financial Planning
Iowa
$229K +$231K +9,857 New
IAA
324
Independent Advisor Alliance
North Carolina
$228K +$229K +9,781 New
CAG
325
Csenge Advisory Group
Florida
$227K +$229K +9,771 New