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iShares iBonds Dec 2029 Term Corporate ETF

315 hedge funds and large institutions have $2.25B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 191 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
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
HIA
201
Harbor Investment Advisory
Maryland
$578K
AGP
202
Autumn Glory Partners
Texas
$577K
SFO
203
Stokes Family Office
Louisiana
$571K
RFN
204
Redwood Financial Network
Ohio
$561K
CA
205
Clearstead Advisors
Ohio
$556K
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$549K
AT
207
American Trust
Kentucky
$537K
GDP
208
Great Diamond Partners
Maine
$533K
MTWM
209
Masso Torrence Wealth Management
New Jersey
$528K
FWMM
210
Foundation Wealth Management (Missouri)
Missouri
$513K
1WM
211
1900 Wealth Management
Texas
$509K
PWA
212
Provenance Wealth Advisors
Florida
$505K
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$499K
GCA
214
Gradient Capital Advisors
California
$495K
NGA
215
Naples Global Advisors
Florida
$475K
PP
216
Prosperity Planning
Missouri
$452K
KPWS
217
Kestra Private Wealth Services
Texas
$445K
HBT
218
Heartland Bank & Trust
Illinois
$439K
BCPWM
219
Bradley & Co Private Wealth Management
Florida
$431K
MA
220
Mutual Advisors
Nebraska
$421K
T
221
Tableaux
Massachusetts
$406K
EWS
222
Evergreen Wealth Solutions
Pennsylvania
$405K
SG
223
StoneX Group
New York
$393K
FFA
224
Farther Finance Advisors
California
$384K
PGAM
225
Princeton Global Asset Management
New Jersey
$377K