We are live on ! Find out more
IBDU icon

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
RF
351
Rossby Financial
Florida
$10.1K -$7.08K -302 -41%
FPB
352
First PREMIER Bank
South Dakota
$8K
ADL
353
Asset Dedication LLC
California
$7.61K
SWA
354
SOA Wealth Advisors
New York
$3.79K
IIM
355
IFC & Insurance Marketing
California
$3K +$2.63K +112 New
GSWM
356
Golden State Wealth Management
California
$1.59K +$23 +1 +1%
APW
357
Aventura Private Wealth
Florida
$1.29K
QFA
358
Quantum Financial Advisors
California
-$3.92M -167,228 Closed
GRP
359
Global Retirement Partners
California
-$3.43M -146,023 Closed
MGIA
360
Matthew Goff Investment Advisor
Texas
-$3.05M -130,049 Closed
FBB
361
Fulton Breakefield Broenniman
Maryland
-$2.96M -126,028 Closed
AF
362
Allworth Financial
California
-$2.41M -102,876 Closed
OC
363
Oppenheimer & Co
New York
-$1.02M -43,471 Closed
SWP
364
Summit Wealth Partners
Florida
-$362K -15,436 Closed
LF
365
Lee Financial
Texas
-$341K -14,550 Closed
UCB
366
United Community Bank
South Carolina
-$310K -13,200 Closed
PAS
367
Park Avenue Securities
New York
-$232K -9,880 Closed
RWM
368
Ritholtz Wealth Management
New York
-$206K -8,775 Closed
AMM
369
American Money Management
California
-$200K -8,542 Closed
KHC
370
Koesten Hirschmann & Crabtree
Kansas
-$197K -8,391 Closed
BBHC
371
Brown Brothers Harriman & Co
New York
-$164K -7,000 Closed
EPW
372
Evergreen Private Wealth
Colorado
-$62.5K -2,661 Closed
OSAM
373
O'Shaughnessy Asset Management
Connecticut
-$40.3K -1,719 Closed
NB
374
NBT Bank
New York
-$18.3K -780 Closed
SWM
375
Spire Wealth Management
Virginia
-$16.3K -694 Closed