IBDU icon

iShares iBonds Dec 2029 Term Corporate ETF

355 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 60 funds opening new positions, 214 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
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
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
76
Penobscot Investment Management
Massachusetts
$5.71M
DSA
77
Droms Strauss Advisors
Missouri
$5.71M
AUB
78
Atlantic Union Bankshares
Virginia
$5.6M
IA
79
IFP Advisors
Florida
$5.53M
BPA
80
Beacon Pointe Advisors
California
$5.38M
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$5.34M
HA
82
Hamel Associates
New Jersey
$5.33M
KF
83
Krilogy Financial
Missouri
$5.24M
HFRG
84
Houlihan Financial Resource Group
Virginia
$5.14M
MFIM
85
Mesirow Financial Investment Management
Illinois
$5.07M
HW
86
Hancock Whitney
Mississippi
$4.99M
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$4.92M
WPW
88
Winthrop Partners - WNY
New York
$4.91M
AI
89
Atria Investments
North Carolina
$4.9M
SCA
90
Snowden Capital Advisors
New York
$4.89M
VWMG
91
Virginia Wealth Management Group
Virginia
$4.69M
CTWM
92
Cherry Tree Wealth Management
Minnesota
$4.59M
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$4.45M
4FG
94
4Thought Financial Group
New York
$4.44M
SFS
95
Sowell Financial Services
Arkansas
$4.38M
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$4.36M
KTM
97
Keeler Thomas Management
Utah
$4.33M
NDSI
98
Newman Dignan & Sheerar Inc
Rhode Island
$4.27M
SWP
99
Stratos Wealth Partners
Ohio
$4.25M
SPWG
100
Syntegra Private Wealth Group
Missouri
$4.25M