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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.

Holders
279
Holders Change
+23
Holders Change %
+8.98%
% of All Funds
3.79%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.18%
New
42
Increased
160
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DWM
201
Dakota Wealth Management
Florida
$401K 17,330 +430 +3%
EWA
202
EP Wealth Advisors
California
$400K 17,283 -6 -0%
DWM
203
DecisionMap Wealth Management
Virginia
$399K 17,235 +5,357 +45%
RWM
204
Ritholtz Wealth Management
New York
$398K 17,225
RFN
205
Redwood Financial Network
Ohio
$387K 16,712 +1,227 +8%
AA
206
Ancora Advisors
Ohio
$383K 16,565
NGA
207
Naples Global Advisors
Florida
$376K 16,245 +995 +7%
JBA
208
Johnson Bixby & Associates
Washington
$359K 15,528 +122 +0.8%
SPWM
209
Straight Path Wealth Management
Michigan
$357K 15,445
GHA
210
Granite Harbor Advisors
Texas
$353K 15,258 -9,001 -37%
CA
211
Clearstead Advisors
Ohio
$351K 15,168 +5,566 +58%
MOS
212
MGO One Seven
Ohio
$348K 15,027 +15,027 New
4WM
213
4J Wealth Management
Virginia
$347K 15,009
BWFA
214
Baltimore-Washington Financial Advisors
Maryland
$340K 14,706 +14,706 New
SMC
215
Smith, Moore & Co
Missouri
$338K 14,602 +14,602 New
LF
216
Lee Financial
Texas
$337K 14,550
SG
217
StoneX Group
New York
$330K 14,282 +14,282 New
PJSIMP
218
P.J. Schmidt Investment Management (PJS)
Wisconsin
$314K 13,558 +1,572 +13%
AWM
219
Alterna Wealth Management
Texas
$312K 13,476 +13,476 New
RW
220
REDW Wealth
New Mexico
$310K 13,420
HPC
221
HM Payson & Co
Maine
$293K 12,650
UCB
222
United Community Bank
South Carolina
$286K 12,380 +12,380 New
T
223
Tableaux
Massachusetts
$286K 12,378 +12,378 New
EW
224
Element Wealth
Mississippi
$281K 12,165
AA
225
Addison Advisors
Vermont
$258K 11,160 +250 +2%