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iShares iBonds Dec 2029 Term Corporate ETF

383 hedge funds and large institutions have $2.91B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 233 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

316% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 56

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $2.65B → $2.91B (+$261M)

8% more funds holding

Funds holding: 356383 (+27)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

0.77% less ownership

Funds ownership: 78.6%77.83% (-0.77%)

Holders
383
Holders Change
+27
Holders Change %
+7.58%
% of All Funds
4.72%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.21%
New
57
Increased
233
Reduced
56
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
51
Baltimore-Washington Financial Advisors
Maryland
$11.7M +$2.18M +93,373 +23%
PA
52
Probity Advisors
Texas
$11.6M +$1.12M +47,847 +11%
GT
53
Glenview Trust
Kentucky
$11.5M +$2.9M +123,775 +33%
CTC
54
Central Trust Company
Missouri
$11.2M +$1.11M +47,311 +11%
CFS
55
Commonwealth Financial Services
West Virginia
$10.8M +$737K +31,519 +7%
MFWM
56
Motley Fool Wealth Management
Virginia
$10.7M -$3.51M -149,946 -25%
MFIM
57
Mesirow Financial Investment Management
Illinois
$10.6M +$5.56M +237,785 +110%
R
58
Rebalance
California
$10.5M +$412K +17,621 +4%
EL
59
ES4 LLC
California
$10.5M +$10.6M +452,711 New
PWM
60
Parkway Wealth Management
Texas
$10.2M +$1.01M +43,371 +11%
BEI
61
Benjamin Edwards Inc
Missouri
$10M +$212K +9,047 +2%
MA
62
MCF Advisors
Kentucky
$9.87M +$1.25M +53,278 +14%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$9.63M +$4.77M +203,904 +97%
ST
64
Spinnaker Trust
Maine
$9.55M +$2.48M +106,073 +35%
FIBOI
65
First International Bank of Israel
$9.19M -$15.3K -652 -0.2%
PWS
66
Peloton Wealth Strategists
Indiana
$9.16M +$422K +18,050 +5%
Citadel Advisors
67
Citadel Advisors
Florida
$8.83M +$7.83M +334,665 +745%
CP
68
Cornerstone Planning
North Carolina
$8.43M +$6.68M +285,603 +377%
SWP
69
Stratos Wealth Partners
Ohio
$7.85M +$3.65M +155,967 +86%
GPA
70
Guidance Point Advisors
Massachusetts
$7.5M +$186K +7,931 +3%
AIA
71
Arcadia Investment Advisors
Idaho
$7.48M +$478K +20,447 +7%
AF
72
Allworth Financial
California
$7.34M +$7.39M +315,742 New
LIA
73
LBMC Investment Advisors
Tennessee
$7.15M +$789K +33,708 +12%
EFP
74
Envision Financial Planning
Tennessee
$7.06M -$74.8K -3,198 -1%
PWM
75
Praetorian Wealth Management
California
$6.74M +$458K +19,594 +7%