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iShares iBonds Dec 2029 Term Corporate ETF

356 hedge funds and large institutions have $2.65B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 214 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 50

177% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 22

16% more capital invested

Capital invested by funds: $2.28B → $2.65B (+$366M)

11% more funds holding

Funds holding: 321356 (+35)

1.01% more ownership

Funds ownership: 77.59%78.6% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
356
Holders Change
+35
Holders Change %
+10.9%
% of All Funds
4.33%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
61
Increased
214
Reduced
50
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
76
Penobscot Investment Management
Massachusetts
$5.71M +$2.23M +95,300 +64%
DSA
77
Droms Strauss Advisors
Missouri
$5.71M +$535K +22,812 +10%
AUB
78
Atlantic Union Bankshares
Virginia
$5.6M -$123K -5,259 -2%
IA
79
IFP Advisors
Florida
$5.53M +$368K +15,714 +7%
BPA
80
Beacon Pointe Advisors
California
$5.38M +$926K +39,520 +21%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$5.34M +$425K +18,157 +9%
HA
82
Hamel Associates
New Jersey
$5.33M +$611K +26,094 +13%
KF
83
Krilogy Financial
Missouri
$5.24M +$159K +6,764 +3%
HFRG
84
Houlihan Financial Resource Group
Virginia
$5.14M +$2.87M +122,602 +127%
MFIM
85
Mesirow Financial Investment Management
Illinois
$5.07M +$3.98M +169,991 +365%
HW
86
Hancock Whitney
Mississippi
$4.99M -$120K -5,131 -2%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$4.92M -$3.36M -143,277 -41%
WPW
88
Winthrop Partners - WNY
New York
$4.91M +$4.92M +209,963 New
AI
89
Atria Investments
North Carolina
$4.9M +$2.6M +110,838 +112%
SCA
90
Snowden Capital Advisors
New York
$4.89M +$698K +29,787 +17%
VWMG
91
Virginia Wealth Management Group
Virginia
$4.69M +$146K +6,240 +3%
CTWM
92
Cherry Tree Wealth Management
Minnesota
$4.59M +$16.9K +720 +0.4%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$4.45M +$476K +20,302 +12%
4FG
94
4Thought Financial Group
New York
$4.44M +$187K +7,975 +4%
SFS
95
Sowell Financial Services
Arkansas
$4.38M +$302K +12,895 +7%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$4.36M +$589K +25,122 +16%
KTM
97
Keeler Thomas Management
Utah
$4.33M -$27.9K -1,190 -0.6%
NDSI
98
Newman Dignan & Sheerar Inc
Rhode Island
$4.27M +$177K +7,545 +4%
SWP
99
Stratos Wealth Partners
Ohio
$4.25M +$1.71M +72,815 +67%
SPWG
100
Syntegra Private Wealth Group
Missouri
$4.25M +$531K +22,673 +14%