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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
OC
201
Oppenheimer & Co
New York
$1.1M +$1.11M +47,351 New
Thrivent Financial for Lutherans
202
Thrivent Financial for Lutherans
Minnesota
$1.1M +$1.11M +47,365 New
MBT
203
Montecito Bank & Trust
California
$1.1M +$177K +7,549 +19%
CSIA
204
Conrad Siegel Investment Advisors
Pennsylvania
$1.09M +$503K +21,507 +85%
GCG
205
Gilbert Capital Group
Maine
$1.08M +$26.8K +1,147 +3%
FNB
206
Farmers National Bank
Kentucky
$1.04M +$15K +641 +1%
BONH
207
Bank of New Hampshire
New Hampshire
$1.02M +$48K +2,050 +5%
GC
208
Gilbert & Cook
Iowa
$984K -$75K -3,206 -7%
SHA
209
Seneca House Advisors
Virginia
$949K -$383K -16,363 -29%
TWC
210
TD Waterhouse Canada
Ontario, Canada
$933K +$35.4K +1,515 +4%
MFG
211
Mendota Financial Group
Wisconsin
$921K +$6.92K +296 +0.8%
LHC
212
Little House Capital
Massachusetts
$917K -$139K -5,924 -13%
BSAM
213
Blue Square Asset Management
New York
$903K -$36.7K -1,570 -4%
GHA
214
Granite Harbor Advisors
Texas
$894K +$479K +20,474 +114%
FIB
215
First Interstate Bank
Montana
$859K +$97.8K +4,179 +13%
FCH
216
Freestone Capital Holdings
Washington
$856K -$387K -16,529 -31%
VWM
217
Valley Wealth Managers
New Jersey
$853K +$93.9K +4,014 +12%
NA
218
NewEdge Advisors
Louisiana
$830K +$1.12K +48 +0.1%
DSC
219
Duncker Streett & Co
Missouri
$815K +$240K +10,275 +42%
AWP
220
Accretive Wealth Partners
New Jersey
$796K +$128K +5,473 +19%
AWM
221
Alterna Wealth Management
Texas
$793K
Bank of New York Mellon
222
Bank of New York Mellon
New York
$770K +$398K +17,003 +106%
SFG
223
Snider Financial Group
Washington
$768K -$189K -8,087 -20%
BCM
224
Brookstone Capital Management
Illinois
$758K +$16K +682 +2%
FMWA
225
Forvis Mazars Wealth Advisors
Missouri
$752K