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iShares iBonds Dec 2029 Term Corporate ETF

356 hedge funds and large institutions have $2.65B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 214 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 50

177% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 22

16% more capital invested

Capital invested by funds: $2.28B → $2.65B (+$366M)

11% more funds holding

Funds holding: 321356 (+35)

1.01% more ownership

Funds ownership: 77.59%78.6% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
356
Holders Change
+35
Holders Change %
+10.9%
% of All Funds
4.33%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
61
Increased
214
Reduced
50
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$4.19M +$812K +34,638 +24%
WMWM
102
Wilkins Miller Wealth Management
Alabama
$4.17M +$190K +8,113 +5%
Osaic Holdings
103
Osaic Holdings
Arizona
$4.14M +$1.47M +62,885 +55%
E3F
104
Eight 31 Financial
Texas
$4.08M +$282K +12,053 +7%
LWL
105
Leo Wealth LLC
Texas
$4.07M +$47.1K +2,009 +1%
MW
106
Members Wealth
Pennsylvania
$4.05M +$68K +2,903 +2%
RFC
107
Regions Financial Corp
Alabama
$3.96M +$2.25M +95,891 +131%
FNBTCON
108
First National Bank & Trust Co of Newtown
Pennsylvania
$3.83M +$84.4K +3,600 +2%
MFG
109
Merit Financial Group
Georgia
$3.8M +$831K +35,482 +28%
RPC
110
Rossmore Private Capital
Connecticut
$3.69M +$1.11M +47,448 +43%
WWM
111
Whalen Wealth Management
Nevada
$3.67M -$2.25M -96,181 -38%
LFASL
112
Lugano Financial Advisors SA (LFA)
Switzerland
$3.55M -$130K -5,530 -4%
LFS
113
Littlejohn Financial Services
Oregon
$3.55M +$256K +10,911 +8%
PWP
114
Precedent Wealth Partners
Texas
$3.42M +$212K +9,036 +7%
CPIA
115
Cornell Pochily Investment Advisors
New York
$3.41M +$706K +30,122 +26%
SG
116
Strid Group
Pennsylvania
$3.34M +$1.72M +73,591 +107%
SP
117
Stonebrook Private
Michigan
$3.21M +$141K +6,016 +5%
LWANC
118
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.12M +$409K +17,450 +15%
VA
119
Valmark Advisers
Ohio
$3.09M +$951K +40,600 +44%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$3.04M +$933K +39,819 +44%
SCG
121
Sonata Capital Group
Washington
$3.01M +$2.11M +89,846 +231%
UCFA
122
United Capital Financial Advisors
Texas
$2.98M +$275K +11,743 +10%
CBT
123
Crews Bank & Trust
Florida
$2.94M +$445K +18,990 +18%
HAC
124
Harbor Advisory Corp
New Hampshire
$2.93M +$1.09M +46,519 +59%
BFIM
125
Beese Fulmer Investment Management
Ohio
$2.89M +$355K +15,158 +14%