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iShares iBonds Dec 2029 Term Corporate ETF

320 hedge funds and large institutions have $2.26B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 194 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.9M
2 +$23.7M
3 +$19.4M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$17.3M
5
Morgan Stanley
Morgan Stanley
New York
+$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
176
McGlone Suttner Wealth Management
Wisconsin
$972K
CA
177
CGN Advisors
Kansas
$969K
BSAM
178
Blue Square Asset Management
New York
$965K
IWC
179
Integrated Wealth Concepts
Massachusetts
$955K
SFB
180
STAR Financial Bank
Indiana
$940K
SCG
181
Sonata Capital Group
Washington
$913K
MFG
182
Mendota Financial Group
Wisconsin
$908K
RWP
183
Reliant Wealth Planning
Kentucky
$905K
SWA
184
Sightline Wealth Advisors
Connecticut
$886K
TWC
185
TD Waterhouse Canada
Ontario, Canada
$868K
RBC
186
Romano Brothers & Co
Illinois
$847K
Neuberger Berman Group
187
Neuberger Berman Group
New York
$845K
AWM
188
Alterna Wealth Management
Texas
$813K
FIB
189
First Interstate Bank
Montana
$769K
1L
190
10Elms LLP
Oklahoma
$760K
BCM
191
Brookstone Capital Management
Illinois
$753K
MBT
192
Montecito Bank & Trust
California
$742K
VWM
193
Valley Wealth Managers
New Jersey
$675K
SMC
194
Smith, Moore & Co
Missouri
$673K
JIR
195
James Investment Research
Ohio
$642K
TFS
196
Thoroughbred Financial Services
Tennessee
$637K
FMWA
197
Forvis Mazars Wealth Advisors
Missouri
$633K
RSWA
198
Robinson Smith Wealth Advisors
Maine
$623K
DP
199
Dearborn Partners
Illinois
$613K
DWT
200
Dorsey & Whitney Trust
South Dakota
$610K