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iShares iBonds Dec 2029 Term Corporate ETF

383 hedge funds and large institutions have $2.91B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 233 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

316% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 56

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $2.65B → $2.91B (+$261M)

8% more funds holding

Funds holding: 356383 (+27)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

0.77% less ownership

Funds ownership: 78.6%77.83% (-0.77%)

Holders
383
Holders Change
+27
Holders Change %
+7.58%
% of All Funds
4.72%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.21%
New
57
Increased
233
Reduced
56
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
76
J.W. Cole Advisors
Florida
$6.52M +$94.7K +4,046 +1%
EH
77
Equitable Holdings
New York
$6.5M +$5.53M +236,223 +549%
PA
78
Parallel Advisors
California
$6.48M -$7.11K -304 -0.1%
I
79
InvesTrust
Oklahoma
$6.35M +$482K +20,591 +8%
BPA
80
Beacon Pointe Advisors
California
$6.22M +$878K +37,545 +16%
IA
81
IFP Advisors
Florida
$6.19M +$690K +29,483 +12%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$6.14M +$831K +35,520 +16%
PIM
83
Penobscot Investment Management
Massachusetts
$6.11M +$438K +18,715 +8%
OIA
84
OneDigital Investment Advisors
Kansas
$5.74M +$21.1K +903 +0.4%
HA
85
Hamel Associates
New Jersey
$5.74M +$443K +18,923 +8%
SWMG
86
Signature Wealth Management Group
Georgia
$5.72M -$6.69K -286 -0.1%
AUB
87
Atlantic Union Bankshares
Virginia
$5.59M +$23.3K +994 +0.4%
KF
88
Krilogy Financial
Missouri
$5.27M +$72.2K +3,086 +1%
HW
89
Hancock Whitney
Mississippi
$5.23M +$277K +11,830 +6%
AI
90
Atria Investments
North Carolina
$5.22M +$354K +15,151 +7%
HFRG
91
Houlihan Financial Resource Group
Virginia
$5.19M +$99K +4,233 +2%
SG
92
Strid Group
Pennsylvania
$5.17M +$1.86M +79,473 +56%
SCA
93
Snowden Capital Advisors
New York
$5.1M +$240K +10,271 +5%
WPW
94
Winthrop Partners - WNY
New York
$5.08M +$193K +8,239 +4%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$4.84M +$501K +21,421 +11%
MFG
96
Merit Financial Group
Georgia
$4.83M +$1.06M +45,330 +28%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$4.77M +$4.23M +180,953 +745%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$4.65M +$230K +9,843 +5%
UCFA
99
United Capital Financial Advisors
Texas
$4.65M +$1.7M +72,867 +57%
VWMG
100
Virginia Wealth Management Group
Virginia
$4.63M -$34.4K -1,470 -0.7%