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iShares iBonds Dec 2029 Term Corporate ETF

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.

New
Increased
Maintained
Reduced
Closed

310% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 39

200% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 14

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

14% more capital invested

Capital invested by funds: $1.73B → $1.98B (+$248M)

9% more funds holding

Funds holding: 256279 (+23)

0.04% less ownership

Funds ownership: 78.83%78.8% (-0.04%)

Holders
279
Holders Change
+23
Holders Change %
+8.98%
% of All Funds
3.74%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
42
Increased
160
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$7.07M +$1.62M +70,667 +30%
GPA
52
Guidance Point Advisors
Massachusetts
$6.96M +$65.2K +2,842 +1%
CTC
53
Central Trust Company
Missouri
$6.88M +$485K +21,151 +8%
FNT
54
First National Trust
Pennsylvania
$6.85M +$2.37M +103,539 +54%
AIA
55
Arcadia Investment Advisors
Idaho
$6.11M +$641K +27,953 +12%
SSB
56
Sandy Spring Bank
Maryland
$5.76M +$251K +10,929 +5%
SCM
57
Spreng Capital Management
Ohio
$5.64M +$282K +12,308 +5%
SWMG
58
Signature Wealth Management Group
Georgia
$5.64M +$110K +4,814 +2%
I
59
InvesTrust
Oklahoma
$5.53M +$4.57M +199,330 +503%
PA
60
Parallel Advisors
California
$5.39M -$205K -8,936 -4%
MYLI
61
Meiji Yasuda Life Insurance
Japan
$5.34M +$5.3M +231,000 New
IA
62
IFP Advisors
Florida
$5.33M +$733K +31,981 +16%
PWM
63
Praetorian Wealth Management
California
$5.24M +$600K +26,177 +13%
JP Morgan Chase
64
JP Morgan Chase
New York
$5.18M +$5.02M +218,771 +4,379%
Stifel Financial
65
Stifel Financial
Missouri
$5.07M -$21.4M -933,630 -81%
HA
66
Hamel Associates
New Jersey
$4.89M -$2.08M -90,887 -30%
DSA
67
Droms Strauss Advisors
Missouri
$4.85M +$271K +11,830 +6%
SWP
68
Stratos Wealth Partners
Ohio
$4.8M -$565K -24,638 -11%
KTM
69
Keeler Thomas Management
Utah
$4.72M -$1.49M -64,939 -24%
HFRG
70
Houlihan Financial Resource Group
Virginia
$4.67M -$48.1K -2,098 -1%
ST
71
Sabal Trust
Florida
$4.58M +$514K +22,417 +13%
ST
72
Spinnaker Trust
Maine
$4.58M +$1.47M +64,206 +48%
GT
73
Glenview Trust
Kentucky
$4.53M +$770K +33,600 +21%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$4.51M +$1.27M +55,450 +40%
CTWM
75
Cherry Tree Wealth Management
Minnesota
$4.49M +$480K +20,932 +12%