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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
CPIG
301
Chicago Partners Investment Group
Illinois
$253K +$2.93K +125 +1%
ML
302
MLP3 LLC
New Jersey
$240K +$240K +10,252 New
MWA
303
Midland Wealth Advisors
Illinois
$236K +$236K +10,086 New
DWM
304
Dakota Wealth Management
Florida
$234K -$52.7K -2,250 -18%
WIM
305
Wiregrass Investment Management
Georgia
$234K +$234K +10,000 New
CWA
306
Crusonia Wealth Advisors
Colorado
$232K +$233K +9,928 New
WWM
307
WJ Wealth Management
Arizona
$229K +$230K +9,800 New
MCP
308
Miller Capital Partners
Michigan
$226K +$227K +9,675 New
HI
309
Harbour Investments
Wisconsin
$221K +$5.7K +243 +3%
PFM
310
Phillips Financial Management
Indiana
$217K
MWM
311
MinichMacGregor Wealth Management
New York
$213K
SC
312
Scotia Capital
Ontario, Canada
$208K
RIS
313
Retirement Income Solutions
Michigan
$200K +$200K +8,548 New
S
314
SignatureFD
Georgia
$200K +$4.97K +212 +3%
Fidelity Investments
315
Fidelity Investments
Massachusetts
$187K +$187K +7,972 New
ME
316
McIlrath & Eck
Washington
$165K +$103K +4,393 +166%
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$158K +$158K +6,747 New
IAIM
318
International Assets Investment Management
Florida
$148K +$148K +6,332 New
BWL
319
Bogart Wealth LLC
Virginia
$133K
FHA
320
Flagship Harbor Advisors
Massachusetts
$132K +$132K +5,625 New
BF
321
BOK Financial
Oklahoma
$126K +$126K +5,386 New
GI
322
GAMMA Investing
California
$124K +$10.6K +452 +9%
SAG
323
SageView Advisory Group
California
$118K +$118K +5,049 New
HNW
324
High Note Wealth
Minnesota
$105K +$105K +4,470 New
TC
325
Trust Company
Kansas
$93.7K +$17K +727 +22%