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iShares iBonds Dec 2029 Term Corporate ETF

383 hedge funds and large institutions have $2.91B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 233 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

316% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 56

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $2.65B → $2.91B (+$261M)

8% more funds holding

Funds holding: 356383 (+27)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

0.77% less ownership

Funds ownership: 78.6%77.83% (-0.77%)

Holders
383
Holders Change
+27
Holders Change %
+7.58%
% of All Funds
4.72%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.21%
New
57
Increased
233
Reduced
56
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
101
Cherry Tree Wealth Management
Minnesota
$4.55M -$14.3K -612 -0.3%
RFC
102
Regions Financial Corp
Alabama
$4.53M +$597K +25,538 +15%
SFS
103
Sowell Financial Services
Arkansas
$4.49M +$141K +6,043 +3%
LWL
104
Leo Wealth LLC
Texas
$4.45M +$403K +17,211 +10%
CPIG
105
Chicago Partners Investment Group
Illinois
$4.38M +$4.15M +177,367 +1,644%
4FG
106
4Thought Financial Group
New York
$4.34M -$74.1K -3,169 -2%
CPIA
107
Cornell Pochily Investment Advisors
New York
$4.32M +$930K +39,746 +27%
MW
108
Members Wealth
Pennsylvania
$4.28M +$256K +10,934 +6%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$4.27M -$2.42M -103,609 -36%
CBT
110
Crews Bank & Trust
Florida
$4.26M +$1.35M +57,755 +46%
JP Morgan Chase
111
JP Morgan Chase
New York
$4.26M +$2.62M +112,063 +156%
NDSI
112
Newman Dignan & Sheerar Inc
Rhode Island
$4.25M +$1.59K +68 +0%
Mariner
113
Mariner
Kansas
$4.23M +$72.1K +3,082 +2%
Osaic Holdings
114
Osaic Holdings
Arizona
$4.13M +$16.1K +687 +0.4%
SPWG
115
Syntegra Private Wealth Group
Missouri
$4.11M -$116K -4,957 -3%
WMWM
116
Wilkins Miller Wealth Management
Alabama
$4.1M -$49.6K -2,122 -1%
KNW
117
Kesler Norman & Wride
Utah
$4M +$1.17M +49,903 +41%
RPC
118
Rossmore Private Capital
Connecticut
$3.98M +$314K +13,439 +9%
E3F
119
Eight 31 Financial
Texas
$3.96M -$95.1K -4,064 -2%
SCG
120
Sonata Capital Group
Washington
$3.84M +$849K +36,281 +28%
IWC
121
Integrated Wealth Concepts
Massachusetts
$3.75M +$2.54M +108,772 +208%
Jones Financial Companies
122
Jones Financial Companies
Missouri
$3.73M +$736K +31,453 +24%
WWM
123
Whalen Wealth Management
Nevada
$3.64M -$8.59K -367 -0.2%
PWP
124
Precedent Wealth Partners
Texas
$3.54M +$141K +6,048 +4%
ATC
125
Adirondack Trust Company
New York
$3.53M +$676K +28,914 +24%