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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
ATC
126
Adirondack Trust Company
New York
$2.88M +$285K +12,182 +11%
KNW
127
Kesler Norman & Wride
Utah
$2.86M +$1.33M +56,953 +87%
LF
128
LifePlan Financial
Minnesota
$2.71M +$45.2K +1,928 +2%
EWA
129
EP Wealth Advisors
California
$2.61M +$2.61M +111,526 New
MSRI
130
Michael S. Ryan Inc
New York
$2.56M +$6.35K +271 +0.2%
MIH
131
Meitav Investment House
Israel
$2.54M +$93.1K +3,974 +4%
MA
132
MONECO Advisors
Connecticut
$2.49M +$108K +4,616 +5%
CCWA
133
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.49M -$3.8K -162 -0.2%
FFG
134
Frisch Financial Group
New York
$2.47M -$1.57M -66,913 -39%
CTA
135
Chesley Taft & Associates
Illinois
$2.38M +$162K +6,900 +7%
BI
136
Breachway Investments
Rhode Island
$2.37M +$2.37M +101,050 New
GWCM
137
Godshalk Welsh Capital Management
Pennsylvania
$2.34M +$784K +33,450 +50%
Truist Financial
138
Truist Financial
North Carolina
$2.28M +$132K +5,647 +6%
MMA
139
Miracle Mile Advisors
California
$2.23M +$252K +10,736 +13%
4WM
140
4J Wealth Management
Virginia
$2.17M +$1.84M +78,395 +552%
Wealth Enhancement Advisory Services
141
Wealth Enhancement Advisory Services
Minnesota
$2.17M +$152K +6,470 +8%
FFP
142
FourThought Financial Partners
Florida
$2.09M +$545K +23,277 +35%
SWA
143
Sax Wealth Advisors
New Jersey
$2.09M +$35.5K +1,516 +2%
BAM
144
Belpointe Asset Management
Nevada
$2.07M +$387K +16,507 +23%
ABC
145
Associated Banc-Corp
Wisconsin
$2.05M +$46.6K +1,989 +2%
MWM
146
Meridian Wealth Management
Kentucky
$2.04M +$279K +11,898 +16%
RCA
147
Resonant Capital Advisors
Wisconsin
$1.98M +$224K +9,539 +13%
PAG
148
Private Advisor Group
New Jersey
$1.97M +$431K +18,409 +28%
WI
149
WrapManager Inc
California
$1.91M -$420K -17,903 -18%
CWM
150
Cabot Wealth Management
Massachusetts
$1.89M +$58.2K +2,485 +3%