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iShares iBonds Dec 2029 Term Corporate ETF

300 hedge funds and large institutions have $2.21B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 162 increasing their positions, 57 reducing their positions, and 9 closing their positions.

Holders
300
Holders Change
+21
Holders Change %
+7.53%
% of All Funds
4.03%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
38
Increased
162
Reduced
57
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFB
101
STAR Financial Bank
Indiana
$2.98M 127,833 +9,211 +8%
QFA
102
Quantum Financial Advisors
California
$2.82M 121,063 +10,840 +10%
FBB
103
Fulton Breakefield Broenniman
Maryland
$2.69M 115,469 +3,415 +3%
SPWG
104
Syntegra Private Wealth Group
Missouri
$2.69M 115,145 +115,145 New
LF
105
LifePlan Financial
Minnesota
$2.61M 111,739 +111,739 New
Mariner
106
Mariner
Kansas
$2.58M 110,726 +4,119 +4%
MSRI
107
Michael S. Ryan Inc
New York
$2.52M 108,216 +2,652 +3%
MFG
108
Merit Financial Group
Georgia
$2.39M 102,421 +102,421 New
MIH
109
Meitav Investment House
Israel
$2.36M 101,238 +4,812 +5%
MA
110
MONECO Advisors
Connecticut
$2.32M 99,370 +331 +0.3%
ATC
111
Adirondack Trust Company
New York
$2.31M 99,104 +6,201 +7%
VA
112
Valmark Advisers
Ohio
$2.27M 97,179 +15,573 +19%
BFIM
113
Beese Fulmer Investment Management
Ohio
$2.26M 96,944 +96,944 New
CBT
114
Crews Bank & Trust
Florida
$2.22M 95,070 +23,915 +34%
UCFA
115
United Capital Financial Advisors
Texas
$2.18M 93,548 +7,066 +8%
CPIA
116
Cornell Pochily Investment Advisors
New York
$2.18M 93,308 +26,906 +41%
Truist Financial
117
Truist Financial
North Carolina
$2.16M 92,494 +6,824 +8%
CCWA
118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.1M 89,988 +8,481 +10%
RPC
119
Rossmore Private Capital
Connecticut
$2.06M 88,166 +32,572 +59%
CTA
120
Chesley Taft & Associates
Illinois
$2.05M 87,900 +3,300 +4%
CWM
121
Centricity Wealth Management
Ohio
$1.98M 84,837 +6,697 +9%
BWFA
122
Baltimore-Washington Financial Advisors
Maryland
$1.94M 83,094 +68,388 +465%
PIM
123
Penobscot Investment Management
Massachusetts
$1.9M 81,420 +28,400 +54%
ABC
124
Associated Banc-Corp
Wisconsin
$1.87M 79,975 +5,211 +7%
AF
125
Allworth Financial
California
$1.84M 78,874 +17,103 +28%