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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
NG
151
Northstar Group
New York
$1.87M +$1.88M +80,046 New
LIM
152
Leavell Investment Management
Alabama
$1.78M +$566K +24,162 +46%
CP
153
Cornerstone Planning
North Carolina
$1.77M +$1.78M +75,828 New
CIA
154
Covington Investment Advisors
Pennsylvania
$1.77M +$1.77M +75,567 New
SWM
155
Segment Wealth Management
Texas
$1.76M +$10.1K +430 +0.6%
BFG
156
Beacon Financial Group
Texas
$1.73M +$164K +7,002 +10%
CCM
157
Coldstream Capital Management
Washington
$1.72M +$33K +1,409 +2%
JP Morgan Chase
158
JP Morgan Chase
New York
$1.68M -$2.07M -88,283 -55%
ACM
159
Advance Capital Management
Michigan
$1.66M +$1.66M +70,735 New
JBC
160
Jefferson Bridge Capital
Tennessee
$1.61M +$1.62M +68,974 New
Creative Planning
161
Creative Planning
Kansas
$1.61M +$247K +10,553 +18%
IA
162
IFG Advisory
Georgia
$1.6M +$59.7K +2,547 +4%
FCM
163
Fortis Capital Management
Washington
$1.59M +$990K +42,258 +164%
FFG
164
Foundry Financial Group
New Hampshire
$1.53M +$432K +18,438 +39%
HIA
165
Harbor Investment Advisory
Maryland
$1.52M +$948K +40,456 +164%
RBC
166
Romano Brothers & Co
Illinois
$1.51M +$662K +28,253 +78%
PSIWM
167
Paradigm Strategies in Wealth Management
Minnesota
$1.5M -$264K -11,271 -15%
DWM
168
Drive Wealth Management
Utah
$1.48M -$133K -5,679 -8%
CL
169
COWA LLC
Oklahoma
$1.47M -$31K -1,322 -2%
CF
170
Cyr Financial
Illinois
$1.44M +$10.7K +457 +0.7%
CSP
171
Cary Street Partners
Virginia
$1.42M +$150K +6,420 +12%
FFIC
172
First Fiduciary Investment Counsel
Ohio
$1.41M +$217K +9,250 +18%
Comerica Bank
173
Comerica Bank
Texas
$1.41M +$138K +5,868 +11%
TC
174
TFR Capital
Texas
$1.4M +$1.4M +59,758 New
MSWM
175
McGlone Suttner Wealth Management
Wisconsin
$1.38M +$416K +17,735 +43%