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iShares iBonds Dec 2029 Term Corporate ETF

300 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 38 funds opening new positions, 162 increasing their positions, 57 reducing their positions, and 9 closing their positions.

Holders
300
Holders Change
+21
Holders Change %
+7.53%
% of All Funds
4.03%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
38
Increased
162
Reduced
57
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$23.8M 1,019,490 -160 -0%
SVWAG
27
Sound View Wealth Advisors Group
Georgia
$22M 944,550 +127,321 +16%
ACM
28
Advisors Capital Management
New Jersey
$21.8M 934,505 +73,791 +9%
KCM
29
Kathmere Capital Management
Pennsylvania
$21.3M 912,316 +73,811 +9%
RW
30
RVW Wealth
California
$21M 901,671 +70,895 +9%
SSWG
31
Seven Springs Wealth Group
Tennessee
$20M 855,583 +80,971 +10%
HCM
32
Howland Capital Management
Massachusetts
$18.5M 794,261 +46,800 +6%
MFWM
33
Motley Fool Wealth Management
Virginia
$17.2M 735,362 -78,210 -10%
MCM
34
MV Capital Management
Maryland
$16.5M 707,197 +9,607 +1%
US Bancorp
35
US Bancorp
Minnesota
$15.7M 672,200 -2,895 -0.4%
AF
36
Arrow Financial
New York
$14.4M 616,847 -5,855 -0.9%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$13.2M 565,495 -14,042 -2%
KAS
38
Kestra Advisory Services
Texas
$12.5M 536,670 +88,240 +20%
EFP
39
Envision Financial Planning
Tennessee
$11.9M 512,009 +15,683 +3%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$10.6M 452,932 +13,685 +3%
MYLI
41
Meiji Yasuda Life Insurance
Japan
$10.4M 446,000 +215,000 +93%
RSWM
42
Robertson Stephens Wealth Management
California
$10.2M 435,673 +76,327 +21%
WCM
43
Windsor Capital Management
Arizona
$9.74M 417,279 +102,344 +32%
BEI
44
Benjamin Edwards Inc
Missouri
$9.53M 408,578 +11,714 +3%
PA
45
Probity Advisors
Texas
$9.5M 407,135 +14,826 +4%
CFS
46
Commonwealth Financial Services
West Virginia
$9.46M 405,524 +3,355 +0.8%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$9.41M 403,174 +241 +0.1%
FIBOI
48
First International Bank of Israel
$9.22M 395,000 +395,000 New
MA
49
MCF Advisors
Kentucky
$8.94M 383,137 +6,250 +2%
IF
50
Ironwood Financial
Arizona
$8.73M 377,436