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iShares iBonds Dec 2029 Term Corporate ETF

305 hedge funds and large institutions have $2.11B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 164 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$22M
ACM
27
Advisors Capital Management
New Jersey
$21.8M
KCM
28
Kathmere Capital Management
Pennsylvania
$21.3M
RW
29
RVW Wealth
California
$21M
SSWG
30
Seven Springs Wealth Group
Tennessee
$20M
HCM
31
Howland Capital Management
Massachusetts
$18.5M
MFWM
32
Motley Fool Wealth Management
Virginia
$17.2M
MCM
33
MV Capital Management
Maryland
$16.5M
US Bancorp
34
US Bancorp
Minnesota
$15.7M
AF
35
Arrow Financial
New York
$14.4M
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$13.2M
KAS
37
Kestra Advisory Services
Texas
$12.5M
EFP
38
Envision Financial Planning
Tennessee
$11.9M
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$10.6M
MYLI
40
Meiji Yasuda Life Insurance
Japan
$10.4M
RSWM
41
Robertson Stephens Wealth Management
California
$10.2M
WCM
42
Windsor Capital Management
Arizona
$9.74M
BEI
43
Benjamin Edwards Inc
Missouri
$9.53M
PA
44
Probity Advisors
Texas
$9.5M
CFS
45
Commonwealth Financial Services
West Virginia
$9.46M
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$9.41M
FIBOI
47
First International Bank of Israel
$9.22M
MA
48
MCF Advisors
Kentucky
$8.94M
IF
49
Ironwood Financial
Arizona
$8.73M
LWM
50
Lyell Wealth Management
California
$8.53M