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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
KTM
151
Keeler Thomas Management
Utah
$2.48M -$1.83M -78,079 -42%
BAM
152
Beaumont Asset Management
Texas
$2.47M +$2.12M +90,624 +581%
AIA
153
AssuredPartners Investment Advisors
Florida
$2.47M +$2.49M +106,604 New
BI
154
Breachway Investments
Rhode Island
$2.44M +$98.7K +4,218 +4%
CTA
155
Chesley Taft & Associates
Illinois
$2.39M +$23.4K +1,000 +1%
FNBTCON
156
First National Bank & Trust Co of Newtown
Pennsylvania
$2.35M -$1.46M -62,300 -38%
1L
157
10Elms LLP
Oklahoma
$2.3M +$1.48M +63,351 +186%
NG
158
Northstar Group
New York
$2.23M +$374K +15,995 +20%
RCA
159
Resonant Capital Advisors
Wisconsin
$2.22M +$252K +10,766 +13%
ABC
160
Associated Banc-Corp
Wisconsin
$2.17M +$132K +5,622 +6%
MWM
161
Meridian Wealth Management
Kentucky
$2.14M +$110K +4,699 +5%
PAG
162
Private Advisor Group
New Jersey
$2.13M +$173K +7,403 +9%
MIH
163
Meitav Investment House
Israel
$2.12M -$400K -17,112 -16%
CWM
164
Cabot Wealth Management
Massachusetts
$2.11M +$236K +10,094 +13%
SWA
165
Sax Wealth Advisors
New Jersey
$2.09M
SWM
166
Segment Wealth Management
Texas
$2.07M +$325K +13,885 +18%
LIM
167
Leavell Investment Management
Alabama
$2.06M +$287K +12,250 +16%
CIA
168
Covington Investment Advisors
Pennsylvania
$1.98M +$222K +9,494 +13%
HIA
169
Harbor Investment Advisory
Maryland
$1.97M +$457K +19,554 +30%
WI
170
WrapManager Inc
California
$1.94M +$43.4K +1,854 +2%
CCM
171
Coldstream Capital Management
Washington
$1.9M +$190K +8,130 +11%
WFMPM
172
Woodley Farra Manion Portfolio Management
Indiana
$1.86M +$693K +29,617 +59%
RBC
173
Romano Brothers & Co
Illinois
$1.79M +$299K +12,773 +20%
BFG
174
Beacon Financial Group
Texas
$1.77M +$54.9K +2,348 +3%
ACM
175
Advance Capital Management
Michigan
$1.66M +$11.2K +478 +0.7%