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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
DWM
126
Drive Wealth Management
Utah
$1.64M +$1.62M +70,829 New
SHA
127
Seneca House Advisors
Virginia
$1.61M +$32.1K +1,402 +2%
Citadel Advisors
128
Citadel Advisors
Florida
$1.57M -$958K -41,780 -38%
CPIA
129
Cornell Pochily Investment Advisors
New York
$1.54M +$420K +18,319 +38%
Creative Planning
130
Creative Planning
Kansas
$1.52M +$331K +14,444 +28%
KNW
131
Kesler Norman & Wride
Utah
$1.5M -$9.26K -404 -0.6%
Osaic Holdings
132
Osaic Holdings
Arizona
$1.49M -$896K -39,081 -38%
SFG
133
Snider Financial Group
Washington
$1.48M +$27.5K +1,201 +2%
EC
134
Estate Counselors
Wisconsin
$1.47M +$48K +2,095 +3%
AF
135
Allworth Financial
California
$1.42M -$56.6K -2,470 -4%
PAG
136
Private Advisor Group
New Jersey
$1.4M +$28.7K +1,250 +2%
MWM
137
Meridian Wealth Management
Kentucky
$1.33M +$219K +9,560 +20%
BlackRock
138
BlackRock
New York
$1.31M +$599K +26,112 +85%
RPC
139
Rossmore Private Capital
Connecticut
$1.29M +$1.27M +55,594 New
ACS
140
Archford Capital Strategies
Illinois
$1.26M -$22.2K -967 -2%
PIM
141
Penobscot Investment Management
Massachusetts
$1.23M +$331K +14,420 +37%
CL
142
COWA LLC
Oklahoma
$1.17M -$1.74M -75,823 -60%
LHC
143
Little House Capital
Massachusetts
$1.15M +$31.6K +1,380 +3%
CSP
144
Cary Street Partners
Virginia
$1.15M +$162K +7,055 +17%
JAG
145
Journey Advisory Group
Kentucky
$1.09M -$37.1K -1,618 -3%
BFG
146
Beacon Financial Group
Texas
$1.03M +$38.2K +1,665 +4%
BAM
147
Beaumont Asset Management
Texas
$1.03M +$1.02M +44,415 New
FFIC
148
First Fiduciary Investment Counsel
Ohio
$994K +$52.2K +2,275 +6%
RBC
149
Roble Belko & Company
Pennsylvania
$981K
Comerica Bank
150
Comerica Bank
Texas
$971K +$133K +5,784 +16%