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iShares iBonds Dec 2029 Term Corporate ETF

315 hedge funds and large institutions have $2.25B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 191 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.9M
2 +$23.7M
3 +$19.4M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$17.3M
5
Morgan Stanley
Morgan Stanley
New York
+$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
76
Cherry Tree Wealth Management
Minnesota
$4.59M
VWMG
77
Virginia Wealth Management Group
Virginia
$4.56M
BPA
78
Beacon Pointe Advisors
California
$4.46M
KTM
79
Keeler Thomas Management
Utah
$4.37M
4FG
80
4Thought Financial Group
New York
$4.27M
SCA
81
Snowden Capital Advisors
New York
$4.2M
NDSI
82
Newman Dignan & Sheerar Inc
Rhode Island
$4.11M
SFS
83
Sowell Financial Services
Arkansas
$4.09M
FFG
84
Frisch Financial Group
New York
$4.04M
LWL
85
Leo Wealth LLC
Texas
$4.04M
WMWM
86
Wilkins Miller Wealth Management
Alabama
$3.99M
MW
87
Members Wealth
Pennsylvania
$3.98M
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$3.98M
QFA
89
Quantum Financial Advisors
California
$3.92M
E3F
90
Eight 31 Financial
Texas
$3.81M
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$3.79M
JP Morgan Chase
92
JP Morgan Chase
New York
$3.76M
FNBTCON
93
First National Bank & Trust Co of Newtown
Pennsylvania
$3.75M
SPWG
94
Syntegra Private Wealth Group
Missouri
$3.73M
LFASL
95
Lugano Financial Advisors SA (LFA)
Switzerland
$3.67M
PIM
96
Penobscot Investment Management
Massachusetts
$3.49M
GRP
97
Global Retirement Partners
California
$3.43M
Mariner
98
Mariner
Kansas
$3.39M
LFS
99
Littlejohn Financial Services
Oregon
$3.3M
PWP
100
Precedent Wealth Partners
Texas
$3.22M