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iShares iBonds Dec 2029 Term Corporate ETF

303 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 40 funds opening new positions, 162 increasing their positions, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
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
LWM
51
Lyell Wealth Management
California
$8.53M
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$8.11M
PWS
53
Peloton Wealth Strategists
Indiana
$7.96M
PPWM
54
PFG Private Wealth Management
Florida
$7.41M
CTC
55
Central Trust Company
Missouri
$7.13M
FNT
56
First National Trust
Pennsylvania
$7.1M
GPA
57
Guidance Point Advisors
Massachusetts
$7.02M
GT
58
Glenview Trust
Kentucky
$6.46M
AIA
59
Arcadia Investment Advisors
Idaho
$6.19M
SCM
60
Spreng Capital Management
Ohio
$5.99M
PA
61
Parallel Advisors
California
$5.96M
Stifel Financial
62
Stifel Financial
Missouri
$5.93M
AUB
63
Atlantic Union Bankshares
Virginia
$5.93M
JWCA
64
J.W. Cole Advisors
Florida
$5.89M
SWMG
65
Signature Wealth Management Group
Georgia
$5.75M
I
66
InvesTrust
Oklahoma
$5.68M
PWM
67
Praetorian Wealth Management
California
$5.53M
IA
68
IFP Advisors
Florida
$5.37M
ST
69
Spinnaker Trust
Maine
$4.89M
HW
70
Hancock Whitney
Mississippi
$4.83M
DSA
71
Droms Strauss Advisors
Missouri
$4.8M
HA
72
Hamel Associates
New Jersey
$4.79M
HFRG
73
Houlihan Financial Resource Group
Virginia
$4.73M
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$4.7M
LIA
75
LBMC Investment Advisors
Tennessee
$4.49M