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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
ME
326
McIlrath & Eck
Washington
$227K +$63.3K +2,707 +38%
BCV
327
Banque Cantonale Vaudoise
Switzerland
$226K -$110K -4,709 -33%
MCP
328
Miller Capital Partners
Michigan
$225K
HI
329
Harbour Investments
Wisconsin
$221K +$1.47K +63 +0.7%
WCM
330
Whitener Capital Management
North Carolina
$219K +$220K +9,400 New
WIM
331
WealthPlan Investment Management
Nebraska
$217K +$218K +9,325 New
PFM
332
Phillips Financial Management
Indiana
$215K
SPIA
333
Steward Partners Investment Advisory
New York
$214K -$44.8K -1,914 -17%
ATPW
334
Ashton Thomas Private Wealth
Arizona
$212K +$213K +9,113 New
MWM
335
MinichMacGregor Wealth Management
New York
$211K
SC
336
Scotia Capital
Ontario, Canada
$207K
CL
337
Choreo LLC
Illinois
$203K +$204K +8,721 New
PL
338
Plancorp LLC
Missouri
$201K +$203K +8,665 New
IAIM
339
International Assets Investment Management
Florida
$200K +$53.7K +2,295 +36%
BWL
340
Bogart Wealth LLC
Virginia
$197K +$64.7K +2,764 +49%
IWS
341
Intentional Wealth Strategies
Colorado
$142K +$142K +6,086 New
Fidelity Investments
342
Fidelity Investments
Massachusetts
$137K -$48.5K -2,072 -26%
GI
343
GAMMA Investing
California
$123K
MGI
344
Miller Global Investments
Texas
$97.7K +$98.3K +4,200 New
TC
345
Trust Company
Kansas
$93.5K +$351 +15 +0.4%
AWM
346
AE Wealth Management
Kansas
$90.3K
HWA
347
HHM Wealth Advisors
Tennessee
$89.1K
BOJHT
348
Bank of Jackson Hole Trust
Wyoming
$85.6K
TC
349
Truvestments Capital
Florida
$81.4K +$81.8K +3,498 New
CB
350
CNB Bank
Pennsylvania
$78.7K -$374 -16 -0.5%