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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
TFS
176
Thoroughbred Financial Services
Tennessee
$615K +$349K +15,228 +134%
DSC
177
Duncker Streett & Co
Missouri
$607K
DWT
178
Dorsey & Whitney Trust
South Dakota
$601K
RSWA
179
Robinson Smith Wealth Advisors
Maine
$593K +$265K +11,542 +82%
Susquehanna International Group
180
Susquehanna International Group
Pennsylvania
$592K +$587K +25,600 New
SG
181
Strid Group
Pennsylvania
$566K +$165K +7,200 +42%
SFO
182
Stokes Family Office
Louisiana
$563K +$155K +6,739 +38%
AGP
183
Autumn Glory Partners
Texas
$553K +$151K +6,566 +38%
1L
184
10Elms LLP
Oklahoma
$549K +$366K +15,950 +204%
GWCM
185
Godshalk Welsh Capital Management
Pennsylvania
$547K +$542K +23,650 New
PWA
186
Provenance Wealth Advisors
Florida
$527K +$191K +8,335 +58%
DP
187
Dearborn Partners
Illinois
$527K +$2.5K +109 +0.5%
SWC
188
Spectrum Wealth Counsel
Indiana
$524K -$45.4K -1,978 -8%
MTWM
189
Masso Torrence Wealth Management
New Jersey
$524K -$555K -24,189 -52%
1WM
190
1900 Wealth Management
Texas
$502K
Jane Street
191
Jane Street
New York
$492K -$1.15M -50,334 -70%
GCA
192
Gradient Capital Advisors
California
$488K +$91.9K +4,009 +23%
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$476K +$54K +2,354 +13%
BWM
194
BCS Wealth Management
Tennessee
$469K
RCA
195
Resonant Capital Advisors
Wisconsin
$464K +$25.3K +1,105 +6%
SWA
196
Sightline Wealth Advisors
Connecticut
$452K +$160K +6,963 +55%
FWMM
197
Foundation Wealth Management (Missouri)
Missouri
$436K +$90.3K +3,940 +26%
PP
198
Prosperity Planning
Missouri
$433K
EWS
199
Evergreen Wealth Solutions
Pennsylvania
$430K
BCPWM
200
Bradley & Co Private Wealth Management
Florida
$425K +$25.5K +1,112 +6%