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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
KCM
26
Kathmere Capital Management
Pennsylvania
$26.8M +$2.76M +118,096 +11%
RW
27
RVW Wealth
California
$26.7M +$2.08M +88,780 +8%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$26.7M -$1.26M -53,967 -4%
ACM
29
Advisors Capital Management
New Jersey
$26.4M +$937K +40,049 +4%
SF
30
Summit Financial
New Jersey
$25.9M +$1.06M +45,142 +4%
Ameriprise
31
Ameriprise
Minnesota
$25.6M +$952K +40,715 +4%
HCM
32
Howland Capital Management
Massachusetts
$23.6M +$1.07M +45,847 +5%
TF
33
Threadgill Financial
Texas
$21.5M +$21.2M +908,184 +5,956%
MCM
34
MV Capital Management
Maryland
$20.3M +$1.79M +76,521 +10%
KAS
35
Kestra Advisory Services
Texas
$18.8M +$3.02M +129,281 +19%
SAM
36
Summit Asset Management
Tennessee
$18.1M +$223K +9,551 +1%
US Bancorp
37
US Bancorp
Minnesota
$16M +$1.39M +59,223 +9%
FNT
38
First National Trust
Pennsylvania
$15.4M +$3.78M +161,509 +32%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$15.2M +$1.47M +62,842 +11%
AF
40
Arrow Financial
New York
$14.9M +$894K +38,228 +6%
BlackRock
41
BlackRock
New York
$14.3M +$5.37M +229,490 +60%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$13.8M +$358K +15,282 +3%
Stifel Financial
43
Stifel Financial
Missouri
$13.1M -$3.43M -146,474 -21%
RSWM
44
Robertson Stephens Wealth Management
California
$13.1M +$1.13M +48,498 +9%
IF
45
Ironwood Financial
Arizona
$13M +$513K +21,934 +4%
NG
46
Novem Group
New York
$12.8M +$1.89M +80,893 +17%
WCM
47
Windsor Capital Management
Arizona
$12.6M +$440K +18,802 +4%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$12.3M +$1.5M +64,014 +14%
RA
49
Ruggaard & Associates
Ohio
$11.9M +$217K +9,294 +2%
LWM
50
Lyell Wealth Management
California
$11.7M +$434K +18,557 +4%