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iShares iBonds Dec 2029 Term Corporate ETF

321 hedge funds and large institutions have $2.28B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 195 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
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 +$25.7M
2 +$23.6M
3 +$19.3M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$17.2M
5
Morgan Stanley
Morgan Stanley
New York
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$4.93M
HA
77
Hamel Associates
New Jersey
$4.73M
CTWM
78
Cherry Tree Wealth Management
Minnesota
$4.59M
VWMG
79
Virginia Wealth Management Group
Virginia
$4.56M
BPA
80
Beacon Pointe Advisors
California
$4.46M
KTM
81
Keeler Thomas Management
Utah
$4.37M
4FG
82
4Thought Financial Group
New York
$4.27M
SCA
83
Snowden Capital Advisors
New York
$4.2M
NDSI
84
Newman Dignan & Sheerar Inc
Rhode Island
$4.11M
SFS
85
Sowell Financial Services
Arkansas
$4.09M
FFG
86
Frisch Financial Group
New York
$4.04M
LWL
87
Leo Wealth LLC
Texas
$4.04M
WMWM
88
Wilkins Miller Wealth Management
Alabama
$3.99M
MW
89
Members Wealth
Pennsylvania
$3.98M
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$3.98M
QFA
91
Quantum Financial Advisors
California
$3.92M
E3F
92
Eight 31 Financial
Texas
$3.81M
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$3.79M
JP Morgan Chase
94
JP Morgan Chase
New York
$3.76M
FNBTCON
95
First National Bank & Trust Co of Newtown
Pennsylvania
$3.75M
SPWG
96
Syntegra Private Wealth Group
Missouri
$3.73M
LFASL
97
Lugano Financial Advisors SA (LFA)
Switzerland
$3.67M
PIM
98
Penobscot Investment Management
Massachusetts
$3.49M
GRP
99
Global Retirement Partners
California
$3.43M
Mariner
100
Mariner
Kansas
$3.39M