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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
Creative Planning
176
Creative Planning
Kansas
$1.65M +$57.1K +2,441 +4%
JBC
177
Jefferson Bridge Capital
Tennessee
$1.65M +$41.4K +1,771 +3%
GDP
178
Great Diamond Partners
Maine
$1.56M +$290K +12,376 +23%
Truist Financial
179
Truist Financial
North Carolina
$1.55M -$713K -30,495 -31%
CL
180
COWA LLC
Oklahoma
$1.54M +$80.1K +3,425 +5%
MSWM
181
McGlone Suttner Wealth Management
Wisconsin
$1.53M +$153K +6,556 +11%
TC
182
TFR Capital
Texas
$1.52M +$130K +5,553 +9%
FCM
183
Fortis Capital Management
Washington
$1.47M -$115K -4,903 -7%
PSIWM
184
Paradigm Strategies in Wealth Management
Minnesota
$1.46M -$26K -1,112 -2%
FFG
185
Foundry Financial Group
New Hampshire
$1.45M -$70.7K -3,022 -5%
CF
186
Cyr Financial
Illinois
$1.39M -$41.3K -1,765 -3%
FFIC
187
First Fiduciary Investment Counsel
Ohio
$1.38M -$25.5K -1,092 -2%
CSP
188
Cary Street Partners
Virginia
$1.36M -$50.6K -2,162 -4%
DWM
189
Drive Wealth Management
Utah
$1.27M -$204K -8,711 -14%
SWA
190
Sightline Wealth Advisors
Connecticut
$1.26M +$191K +8,169 +18%
RWP
191
Reliant Wealth Planning
Kentucky
$1.25M +$99.2K +4,239 +9%
FFA
192
Farther Finance Advisors
California
$1.22M +$260K +11,096 +27%
ACS
193
Archford Capital Strategies
Illinois
$1.2M -$23.8K -1,018 -2%
BFA
194
Beaumont Financial Advisors
Massachusetts
$1.19M +$1.2M +51,362 New
JAG
195
Journey Advisory Group
Kentucky
$1.17M
CP
196
Camelot Portfolios
Ohio
$1.16M -$211K -9,018 -15%
HNW
197
High Note Wealth
Minnesota
$1.16M +$1.07M +45,527 +1,019%
Neuberger Berman Group
198
Neuberger Berman Group
New York
$1.16M -$29.2K -1,250 -2%
WP
199
Walleye Partners
Wisconsin
$1.14M +$8.59K +367 +0.8%
JCM
200
Jacobi Capital Management
Pennsylvania
$1.11M +$199K +8,501 +22%