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iShares iBonds Dec 2029 Term Corporate ETF
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Overview Fund Activity

279 hedge funds and large institutions have $1.98B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 160 increasing their positions, 39 reducing their positions, and 14 closing their positions.

Holders
279
Holders Change
+23
Holders Change %
+8.98%
% of All Funds
3.79%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.18%
New
42
Increased
160
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SRC
1
Shufro Rose & Co
New York
$83M
2
MFWM
2
Motley Fool Wealth Management
Virginia
$18.8M
3
Raymond James Financial
3
Raymond James Financial
Florida
$67.1M
4
ACA
4
Aptus Capital Advisors
Alabama
$109M
5
Bank of America
5
Bank of America
North Carolina
$142M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$52.6M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.07M
3
BEI
3
Benjamin Edwards Inc
Missouri
$9.18M
4
JWCA
4
J.W. Cole Advisors
Florida
$0
5
CIM
5
Confluence Investment Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
26
Advisors Capital Management
New Jersey
$19.9M 860,714 +63,333 +8%
KCM
27
Kathmere Capital Management
Pennsylvania
$19.4M 838,505 +43,032 +5%
RW
28
RVW Wealth
California
$19.2M 830,776 +18,896 +2%
SVWAG
29
Sound View Wealth Advisors Group
Georgia
$18.9M 817,229 +100,271 +14%
MFWM
30
Motley Fool Wealth Management
Virginia
$18.8M 813,572 +813,572 New
SSWG
31
Seven Springs Wealth Group
Tennessee
$17.9M 774,612 +76,401 +11%
HCM
32
Howland Capital Management
Massachusetts
$17.3M 747,461 +143,789 +24%
MCM
33
MV Capital Management
Maryland
$16.1M 697,590 +73,187 +12%
US Bancorp
34
US Bancorp
Minnesota
$15.6M 675,095 +4,428 +0.7%
AF
35
Arrow Financial
New York
$14.4M 622,702 +2,559 +0.4%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$13.4M 579,537 +23,827 +4%
EFP
37
Envision Financial Planning
Tennessee
$11.5M 496,326 +11,691 +2%
KAS
38
Kestra Advisory Services
Texas
$10.4M 448,430 +38,566 +9%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$10.2M 439,247 +46,788 +12%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$9.32M 402,933 +47,406 +13%
CFS
41
Commonwealth Financial Services
West Virginia
$9.3M 402,169 -420 -0.1%
BEI
42
Benjamin Edwards Inc
Missouri
$9.18M 396,864 -860,220 -68%
PA
43
Probity Advisors
Texas
$9.07M 392,309 +25,474 +7%
IF
44
Ironwood Financial
Arizona
$8.73M 377,436 +22,302 +6%
MA
45
MCF Advisors
Kentucky
$8.72M 376,887 +7,013 +2%
RSWM
46
Robertson Stephens Wealth Management
California
$8.31M 359,346 +22,172 +7%
LWM
47
Lyell Wealth Management
California
$8.02M 346,703 +19,125 +6%
PWS
48
Peloton Wealth Strategists
Indiana
$7.84M 339,000 +32,600 +11%
WCM
49
Windsor Capital Management
Arizona
$7.28M 314,935 +11,040 +4%
PPWM
50
PFG Private Wealth Management
Florida
$7.25M 313,535 +4,358 +1%
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