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iShares iBonds Dec 2029 Term Corporate ETF

305 hedge funds and large institutions have $2.11B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 164 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
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
CTWM
76
Cherry Tree Wealth Management
Minnesota
$4.45M
BPA
77
Beacon Pointe Advisors
California
$4.41M
KTM
78
Keeler Thomas Management
Utah
$4.33M
R
79
Rebalance
California
$4.31M
VWMG
80
Virginia Wealth Management Group
Virginia
$4.18M
WMWM
81
Wilkins Miller Wealth Management
Alabama
$4.11M
SWP
82
Stratos Wealth Partners
Ohio
$4.1M
SCA
83
Snowden Capital Advisors
New York
$4.09M
4FG
84
4Thought Financial Group
New York
$4.05M
FFG
85
Frisch Financial Group
New York
$3.97M
NDSI
86
Newman Dignan & Sheerar Inc
Rhode Island
$3.84M
FNBTCON
87
First National Bank & Trust Co of Newtown
Pennsylvania
$3.73M
SFS
88
Sowell Financial Services
Arkansas
$3.71M
LWL
89
Leo Wealth LLC
Texas
$3.67M
LFASL
90
Lugano Financial Advisors SA (LFA)
Switzerland
$3.62M
WI
91
WrapManager Inc
California
$3.46M
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$3.28M
LFS
93
Littlejohn Financial Services
Oregon
$3.14M
E3F
94
Eight 31 Financial
Texas
$3.11M
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$3.09M
PWP
96
Precedent Wealth Partners
Texas
$3.07M
MGIA
97
Matthew Goff Investment Advisor
Texas
$3.05M
SP
98
Stonebrook Private
Michigan
$3.01M
GRP
99
Global Retirement Partners
California
$3M
SFB
100
STAR Financial Bank
Indiana
$2.98M