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iShares iBonds Dec 2029 Term Corporate ETF
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Overview Fund Activity

279 hedge funds and large institutions have $1.98B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 160 increasing their positions, 39 reducing their positions, and 14 closing their positions.

Holders
279
Holders Change
+23
Holders Change %
+8.98%
% of All Funds
3.79%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.18%
New
42
Increased
160
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SRC
1
Shufro Rose & Co
New York
$83M
2
MFWM
2
Motley Fool Wealth Management
Virginia
$18.8M
3
Raymond James Financial
3
Raymond James Financial
Florida
$67.1M
4
ACA
4
Aptus Capital Advisors
Alabama
$109M
5
Bank of America
5
Bank of America
North Carolina
$142M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$52.6M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.07M
3
BEI
3
Benjamin Edwards Inc
Missouri
$9.18M
4
JWCA
4
J.W. Cole Advisors
Florida
$0
5
CIM
5
Confluence Investment Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QFA
101
Quantum Financial Advisors
California
$2.55M 110,223 +110,223 New
Mariner
102
Mariner
Kansas
$2.47M 106,607 +23,650 +29%
MSRI
103
Michael S. Ryan Inc
New York
$2.44M 105,564 -15,366 -13%
LWANC
104
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.36M 102,200 +9,750 +11%
SF
105
Safeguard Financial
Wisconsin
$2.32M 100,255 +38,850 +63%
MA
106
MONECO Advisors
Connecticut
$2.29M 99,039 +1,672 +2%
MIH
107
Meitav Investment House
Israel
$2.23M 96,426 +163 +0.2%
ATC
108
Adirondack Trust Company
New York
$2.15M 92,903 +8,274 +10%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$2.07M 89,549 +41,027 +85%
UCFA
110
United Capital Financial Advisors
Texas
$2M 86,482 +11,539 +15%
Truist Financial
111
Truist Financial
North Carolina
$1.98M 85,670 +50,526 +144%
CTA
112
Chesley Taft & Associates
Illinois
$1.96M 84,600 +10,400 +14%
Neuberger Berman Group
113
Neuberger Berman Group
New York
$1.93M 83,296 – –
VA
114
Valmark Advisers
Ohio
$1.89M 81,606 +15,453 +23%
CCWA
115
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.89M 81,507 +6,074 +8%
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$1.85M 79,812 -14,294 -15%
CWM
117
Centricity Wealth Management
Ohio
$1.81M 78,140 +4,593 +6%
PSIWM
118
Paradigm Strategies in Wealth Management
Minnesota
$1.8M 77,765 -2,509 -3%
CP
119
Camelot Portfolios
Ohio
$1.77M 76,670 +37,827 +97%
CCM
120
Coldstream Capital Management
Washington
$1.74M 75,083 – –
ABC
121
Associated Banc-Corp
Wisconsin
$1.73M 74,764 +1,600 +2%
SWM
122
Segment Wealth Management
Texas
$1.72M 74,570 +5,890 +9%
HAC
123
Harbor Advisory Corp
New Hampshire
$1.72M 74,320 +9,671 +15%
CWM
124
Cabot Wealth Management
Massachusetts
$1.68M 72,703 +1,789 +3%
CBT
125
Crews Bank & Trust
Florida
$1.65M 71,155 +15,230 +27%
3 4
5
6 7