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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
LFASL
126
Lugano Financial Advisors SA (LFA)
Switzerland
$3.5M +$3.04K +130 +0.1%
HAC
127
Harbor Advisory Corp
New Hampshire
$3.46M +$551K +23,564 +19%
HBT
128
Heartland Bank & Trust
Illinois
$3.45M +$2.78M +118,889 +402%
VA
129
Valmark Advisers
Ohio
$3.4M +$327K +13,977 +11%
FBB
130
Fulton Breakefield Broenniman
Maryland
$3.37M +$3.39M +145,005 New
LWANC
131
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.36M +$266K +11,365 +9%
LFS
132
Littlejohn Financial Services
Oregon
$3.35M -$177K -7,547 -5%
MMA
133
Miracle Mile Advisors
California
$3.31M +$1.1M +47,032 +49%
SP
134
Stonebrook Private
Michigan
$3.3M +$110K +4,714 +3%
CCWA
135
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.28M +$812K +34,710 +33%
BFIM
136
Beese Fulmer Investment Management
Ohio
$3.26M +$395K +16,883 +14%
GWCM
137
Godshalk Welsh Capital Management
Pennsylvania
$3.09M +$768K +32,850 +33%
MML Investors Services
138
MML Investors Services
Massachusetts
$2.97M +$2.69M +115,068 +909%
FFP
139
FourThought Financial Partners
Florida
$2.87M +$795K +33,973 +38%
LF
140
LifePlan Financial
Minnesota
$2.85M +$162K +6,942 +6%
MA
141
MONECO Advisors
Connecticut
$2.8M +$326K +13,915 +13%
RBC
142
Roble Belko & Company
Pennsylvania
$2.77M +$1.77M +75,870 +175%
4WM
143
4J Wealth Management
Virginia
$2.77M +$617K +26,396 +29%
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$2.7M +$561K +23,973 +26%
EWA
145
EP Wealth Advisors
California
$2.69M +$101K +4,334 +4%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$2.68M +$2.03M +86,566 +303%
MSRI
147
Michael S. Ryan Inc
New York
$2.67M +$123K +5,249 +5%
BAM
148
Belpointe Asset Management
Nevada
$2.64M +$580K +24,781 +28%
Jane Street
149
Jane Street
New York
$2.58M +$2.6M +110,988 New
MAS
150
Madden Advisory Services
Florida
$2.52M +$1.37M +58,457 +117%