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iShares iBonds Dec 2029 Term Corporate ETF

315 hedge funds and large institutions have $2.25B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 191 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
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 +$25.9M
2 +$23.7M
3 +$19.4M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$17.3M
5
Morgan Stanley
Morgan Stanley
New York
+$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
101
Baltimore-Washington Financial Advisors
Maryland
$3.13M
SP
102
Stonebrook Private
Michigan
$3.07M
MGIA
103
Matthew Goff Investment Advisor
Texas
$3.05M
MFG
104
Merit Financial Group
Georgia
$2.98M
FBB
105
Fulton Breakefield Broenniman
Maryland
$2.96M
HPC
106
HM Payson & Co
Maine
$2.86M
LWANC
107
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.72M
CPIA
108
Cornell Pochily Investment Advisors
New York
$2.72M
UCFA
109
United Capital Financial Advisors
Texas
$2.71M
Osaic Holdings
110
Osaic Holdings
Arizona
$2.67M
LF
111
LifePlan Financial
Minnesota
$2.67M
ATC
112
Adirondack Trust Company
New York
$2.6M
RPC
113
Rossmore Private Capital
Connecticut
$2.59M
MSRI
114
Michael S. Ryan Inc
New York
$2.57M
SWP
115
Stratos Wealth Partners
Ohio
$2.55M
BFIM
116
Beese Fulmer Investment Management
Ohio
$2.54M
CBT
117
Crews Bank & Trust
Florida
$2.5M
CCWA
118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.5M
MIH
119
Meitav Investment House
Israel
$2.45M
MA
120
MONECO Advisors
Connecticut
$2.39M
WI
121
WrapManager Inc
California
$2.34M
AI
122
Atria Investments
North Carolina
$2.31M
HFRG
123
Houlihan Financial Resource Group
Virginia
$2.26M
CTA
124
Chesley Taft & Associates
Illinois
$2.23M
Truist Financial
125
Truist Financial
North Carolina
$2.15M