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
ACM
26
Advisors Capital Management
New Jersey
$25.7M +$2.05M +87,331 +9%
SF
27
Summit Financial
New Jersey
$25M +$1.35M +57,708 +6%
RW
28
RVW Wealth
California
$24.8M +$2.82M +120,240 +13%
Ameriprise
29
Ameriprise
Minnesota
$24.8M +$2.18M +93,139 +10%
KCM
30
Kathmere Capital Management
Pennsylvania
$24.3M -$144K -6,129 -0.6%
HCM
31
Howland Capital Management
Massachusetts
$22.7M +$2.36M +100,571 +12%
MYLI
32
Meiji Yasuda Life Insurance
Japan
$22M +$5.86M +250,000 +36%
MCM
33
MV Capital Management
Maryland
$18.6M +$894K +38,154 +5%
SAM
34
Summit Asset Management
Tennessee
$18M +$18M +768,679 New
Stifel Financial
35
Stifel Financial
Missouri
$16.6M +$8.72M +372,318 +110%
KAS
36
Kestra Advisory Services
Texas
$15.9M +$3.04M +129,861 +24%
US Bancorp
37
US Bancorp
Minnesota
$14.7M +$787K +33,589 +6%
MFWM
38
Motley Fool Wealth Management
Virginia
$14.3M -$1.96M -83,760 -12%
AF
39
Arrow Financial
New York
$14.1M +$26.3K +1,122 +0.2%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$13.8M +$1.85M +78,809 +15%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$13.5M +$158K +6,753 +1%
IF
42
Ironwood Financial
Arizona
$12.6M +$874K +37,280 +7%
WCM
43
Windsor Capital Management
Arizona
$12.3M +$189K +8,062 +2%
RSWM
44
Robertson Stephens Wealth Management
California
$12M +$1.05M +44,829 +10%
RA
45
Ruggaard & Associates
Ohio
$11.8M +$11.8M +502,535 New
FNT
46
First National Trust
Pennsylvania
$11.7M +$3.11M +132,734 +36%
LWM
47
Lyell Wealth Management
California
$11.4M +$2.03M +86,833 +22%
NG
48
Novem Group
New York
$11M +$1.95M +83,373 +22%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$10.9M +$1.76M +75,271 +19%
PA
50
Probity Advisors
Texas
$10.6M +$693K +29,591 +7%