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iShares iBonds Dec 2029 Term Corporate ETF

318 hedge funds and large institutions have $2.26B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 193 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
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
PWP
101
Precedent Wealth Partners
Texas
$3.22M
BWFA
102
Baltimore-Washington Financial Advisors
Maryland
$3.13M
SP
103
Stonebrook Private
Michigan
$3.07M
MGIA
104
Matthew Goff Investment Advisor
Texas
$3.05M
MFG
105
Merit Financial Group
Georgia
$2.98M
FBB
106
Fulton Breakefield Broenniman
Maryland
$2.96M
HPC
107
HM Payson & Co
Maine
$2.86M
LWANC
108
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.72M
CPIA
109
Cornell Pochily Investment Advisors
New York
$2.72M
UCFA
110
United Capital Financial Advisors
Texas
$2.71M
Osaic Holdings
111
Osaic Holdings
Arizona
$2.67M
LF
112
LifePlan Financial
Minnesota
$2.67M
ATC
113
Adirondack Trust Company
New York
$2.6M
RPC
114
Rossmore Private Capital
Connecticut
$2.59M
MSRI
115
Michael S. Ryan Inc
New York
$2.57M
SWP
116
Stratos Wealth Partners
Ohio
$2.55M
BFIM
117
Beese Fulmer Investment Management
Ohio
$2.54M
CBT
118
Crews Bank & Trust
Florida
$2.5M
CCWA
119
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.5M
MIH
120
Meitav Investment House
Israel
$2.45M
AF
121
Allworth Financial
California
$2.41M
MA
122
MONECO Advisors
Connecticut
$2.39M
WI
123
WrapManager Inc
California
$2.34M
AI
124
Atria Investments
North Carolina
$2.31M
HFRG
125
Houlihan Financial Resource Group
Virginia
$2.26M