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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 %
LWM
51
Lyell Wealth Management
California
$8.53M 365,736 +19,033 +5%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$8.11M 347,748 +42,090 +14%
PWS
53
Peloton Wealth Strategists
Indiana
$7.97M 341,400 +2,400 +0.7%
PPWM
54
PFG Private Wealth Management
Florida
$7.41M 317,423 +3,888 +1%
CTC
55
Central Trust Company
Missouri
$7.13M 305,786 +8,225 +3%
FNT
56
First National Trust
Pennsylvania
$7.1M 304,187 +8,020 +3%
GPA
57
Guidance Point Advisors
Massachusetts
$7.02M 301,086 +306 +0.1%
GT
58
Glenview Trust
Kentucky
$6.46M 277,086 +81,250 +41%
AIA
59
Arcadia Investment Advisors
Idaho
$6.19M 265,503 +1,297 +0.5%
SCM
60
Spreng Capital Management
Ohio
$5.99M 256,889 +12,841 +5%
PA
61
Parallel Advisors
California
$5.96M 255,337 +22,490 +10%
Stifel Financial
62
Stifel Financial
Missouri
$5.93M 254,106 +34,713 +16%
AUB
63
Atlantic Union Bankshares
Virginia
$5.93M 254,056 +254,056 New
JWCA
64
J.W. Cole Advisors
Florida
$5.89M 252,442 +252,442 New
SWMG
65
Signature Wealth Management Group
Georgia
$5.75M 246,678 +2,804 +1%
I
66
InvesTrust
Oklahoma
$5.68M 243,373 +4,385 +2%
PWM
67
Praetorian Wealth Management
California
$5.53M 236,828 +10,165 +4%
IA
68
IFP Advisors
Florida
$5.37M 230,233 -99 -0%
ST
69
Spinnaker Trust
Maine
$4.89M 209,684 +11,587 +6%
HW
70
Hancock Whitney
Mississippi
$4.83M 206,974 +206,974 New
DSA
71
Droms Strauss Advisors
Missouri
$4.8M 205,951 -3,189 -2%
HA
72
Hamel Associates
New Jersey
$4.79M 205,435 -6,100 -3%
HFRG
73
Houlihan Financial Resource Group
Virginia
$4.73M 202,900 +952 +0.5%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$4.7M 201,489 +6,648 +3%
LIA
75
LBMC Investment Advisors
Tennessee
$4.49M 192,654 +50,124 +35%