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iShares iBonds Dec 2029 Term Corporate ETF

315 hedge funds and large institutions have $2.25B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 191 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
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
VA
126
Valmark Advisers
Ohio
$2.15M
Jones Financial Companies
127
Jones Financial Companies
Missouri
$2.11M
SWA
128
Sax Wealth Advisors
New Jersey
$2.06M
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$2.01M
ABC
130
Associated Banc-Corp
Wisconsin
$2.01M
MMA
131
Miracle Mile Advisors
California
$1.98M
BlackRock
132
BlackRock
New York
$1.93M
HAC
133
Harbor Advisory Corp
New Hampshire
$1.85M
CWM
134
Cabot Wealth Management
Massachusetts
$1.83M
MWM
135
Meridian Wealth Management
Kentucky
$1.77M
PSIWM
136
Paradigm Strategies in Wealth Management
Minnesota
$1.76M
RCA
137
Resonant Capital Advisors
Wisconsin
$1.76M
SWM
138
Segment Wealth Management
Texas
$1.76M
RFC
139
Regions Financial Corp
Alabama
$1.72M
BAM
140
Belpointe Asset Management
Nevada
$1.69M
CCM
141
Coldstream Capital Management
Washington
$1.69M
DWM
142
Drive Wealth Management
Utah
$1.62M
SG
143
Strid Group
Pennsylvania
$1.62M
CP
144
Camelot Portfolios
Ohio
$1.61M
BFG
145
Beacon Financial Group
Texas
$1.57M
GWCM
146
Godshalk Welsh Capital Management
Pennsylvania
$1.56M
FFP
147
FourThought Financial Partners
Florida
$1.55M
IA
148
IFG Advisory
Georgia
$1.55M
PAG
149
Private Advisor Group
New Jersey
$1.54M
CL
150
COWA LLC
Oklahoma
$1.51M