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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
4FG
76
4Thought Financial Group
New York
$4.44M +$567K +24,735 +15%
BPA
77
Beacon Pointe Advisors
California
$4.26M +$511K +22,297 +14%
R
78
Rebalance
California
$4.23M +$722K +31,503 +21%
KF
79
Krilogy Financial
Missouri
$4.17M +$340K +14,809 +9%
WMWM
80
Wilkins Miller Wealth Management
Alabama
$4.16M +$99.6K +4,343 +2%
SCA
81
Snowden Capital Advisors
New York
$4.06M +$4.59K +200 +0.1%
VWMG
82
Virginia Wealth Management Group
Virginia
$4.04M +$463K +20,200 +13%
FNBTCON
83
First National Bank & Trust Co of Newtown
Pennsylvania
$3.7M +$3.67M +159,990 New
CA
84
CGN Advisors
Kansas
$3.55M +$112K +4,883 +3%
SFS
85
Sowell Financial Services
Arkansas
$3.52M +$151K +6,603 +5%
WI
86
WrapManager Inc
California
$3.37M +$90.7K +3,956 +3%
OMC
87
Old Mission Capital
Illinois
$3.35M +$3.32M +144,790 New
LFASL
88
Lugano Financial Advisors SA (LFA)
Switzerland
$3.33M -$312K -13,626 -9%
LIA
89
LBMC Investment Advisors
Tennessee
$3.3M +$3.27M +142,530 New
MGIA
90
Matthew Goff Investment Advisor
Texas
$3.19M -$82.3K -3,588 -3%
LFS
91
Littlejohn Financial Services
Oregon
$3.03M +$3.01M +131,205 New
E3F
92
Eight 31 Financial
Texas
$2.96M +$2.93M +127,978 New
SP
93
Stonebrook Private
Michigan
$2.93M +$124K +5,396 +4%
LWL
94
Leo Wealth LLC
Texas
$2.93M +$386K +16,817 +15%
MW
95
Members Wealth
Pennsylvania
$2.88M +$93.1K +4,058 +3%
SFB
96
STAR Financial Bank
Indiana
$2.74M +$2.18K +95 +0.1%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$2.74M +$2.71M +118,381 New
PWP
98
Precedent Wealth Partners
Texas
$2.73M -$298K -13,003 -10%
FBB
99
Fulton Breakefield Broenniman
Maryland
$2.59M +$512K +22,319 +25%
AI
100
Atria Investments
North Carolina
$2.57M +$2.54M +110,939 New