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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
Jones Financial Companies
151
Jones Financial Companies
Missouri
$971K +$448K +19,558 +87%
BSAM
152
Blue Square Asset Management
New York
$956K +$11.6K +504 +1%
MBT
153
Montecito Bank & Trust
California
$945K +$6.97K +304 +0.7%
IWC
154
Integrated Wealth Concepts
Massachusetts
$942K +$238K +10,382 +34%
BAM
155
Belpointe Asset Management
Nevada
$940K +$612K +26,701 +191%
FNB
156
Farmers National Bank
Kentucky
$931K +$37.1K +1,616 +4%
OC
157
Oppenheimer & Co
New York
$926K +$95.7K +4,172 +12%
FFG
158
Foundry Financial Group
New Hampshire
$904K +$176K +7,677 +24%
FCM
159
Fortis Capital Management
Washington
$800K +$522K +22,769 +192%
RWP
160
Reliant Wealth Planning
Kentucky
$791K
BONH
161
Bank of New Hampshire
New Hampshire
$772K +$72.8K +3,175 +11%
Bank of New York Mellon
162
Bank of New York Mellon
New York
$768K -$347K -15,115 -31%
MSWM
163
McGlone Suttner Wealth Management
Wisconsin
$759K +$154K +6,697 +26%
FIB
164
First Interstate Bank
Montana
$758K -$13.1K -570 -2%
BCM
165
Brookstone Capital Management
Illinois
$757K +$58.2K +2,540 +8%
MAS
166
Madden Advisory Services
Florida
$735K +$48.8K +2,126 +7%
TWC
167
TD Waterhouse Canada
Ontario, Canada
$725K +$427K +18,641 +146%
MA
168
Mutual Advisors
Nebraska
$718K -$580K -25,289 -45%
RFC
169
Regions Financial Corp
Alabama
$711K +$429K +18,727 +156%
VWM
170
Valley Wealth Managers
New Jersey
$680K -$35.2K -1,537 -5%
APW
171
Austin Private Wealth
Texas
$668K +$356K +15,547 +117%
JIR
172
James Investment Research
Ohio
$632K
MML Investors Services
173
MML Investors Services
Massachusetts
$630K +$11.3K +492 +2%
JCM
174
Jacobi Capital Management
Pennsylvania
$627K +$91.2K +3,976 +17%
LIM
175
Leavell Investment Management
Alabama
$620K +$70.9K +3,091 +13%