We are live on ! Find out more
IBDU icon

iShares iBonds Dec 2029 Term Corporate ETF

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.

New
Increased
Maintained
Reduced
Closed

310% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 39

200% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 14

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

14% more capital invested

Capital invested by funds: $1.73B → $1.98B (+$248M)

9% more funds holding

Funds holding: 256279 (+23)

0.04% less ownership

Funds ownership: 78.83%78.8% (-0.04%)

Holders
279
Holders Change
+23
Holders Change %
+8.98%
% of All Funds
3.74%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
42
Increased
160
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QFA
101
Quantum Financial Advisors
California
$2.55M +$2.53M +110,223 New
Mariner
102
Mariner
Kansas
$2.47M +$542K +23,650 +29%
MSRI
103
Michael S. Ryan Inc
New York
$2.44M -$352K -15,366 -13%
LWANC
104
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.36M +$224K +9,750 +11%
SF
105
Safeguard Financial
Wisconsin
$2.32M +$891K +38,850 +63%
MA
106
MONECO Advisors
Connecticut
$2.29M +$38.3K +1,672 +2%
MIH
107
Meitav Investment House
Israel
$2.23M +$3.74K +163 +0.2%
ATC
108
Adirondack Trust Company
New York
$2.15M +$190K +8,274 +10%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$2.07M +$941K +41,027 +85%
UCFA
110
United Capital Financial Advisors
Texas
$2M +$265K +11,539 +15%
Truist Financial
111
Truist Financial
North Carolina
$1.98M +$1.16M +50,526 +144%
CTA
112
Chesley Taft & Associates
Illinois
$1.96M +$238K +10,400 +14%
Neuberger Berman Group
113
Neuberger Berman Group
New York
$1.93M
VA
114
Valmark Advisers
Ohio
$1.89M +$354K +15,453 +23%
CCWA
115
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.89M +$139K +6,074 +8%
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$1.85M -$328K -14,294 -15%
CWM
117
Centricity Wealth Management
Ohio
$1.81M +$105K +4,593 +6%
PSIWM
118
Paradigm Strategies in Wealth Management
Minnesota
$1.8M -$57.5K -2,509 -3%
CP
119
Camelot Portfolios
Ohio
$1.77M +$867K +37,827 +97%
CCM
120
Coldstream Capital Management
Washington
$1.74M
ABC
121
Associated Banc-Corp
Wisconsin
$1.73M +$36.7K +1,600 +2%
SWM
122
Segment Wealth Management
Texas
$1.72M +$135K +5,890 +9%
HAC
123
Harbor Advisory Corp
New Hampshire
$1.72M +$222K +9,671 +15%
CWM
124
Cabot Wealth Management
Massachusetts
$1.68M +$41K +1,789 +3%
CBT
125
Crews Bank & Trust
Florida
$1.65M +$349K +15,230 +27%