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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
DWM
201
Dakota Wealth Management
Florida
$401K +$9.86K +430 +3%
EWA
202
EP Wealth Advisors
California
$400K -$138 -6 -0%
DWM
203
DecisionMap Wealth Management
Virginia
$399K +$123K +5,357 +45%
RWM
204
Ritholtz Wealth Management
New York
$398K
RFN
205
Redwood Financial Network
Ohio
$387K +$28.1K +1,227 +8%
AA
206
Ancora Advisors
Ohio
$383K
NGA
207
Naples Global Advisors
Florida
$376K +$22.8K +995 +7%
JBA
208
Johnson Bixby & Associates
Washington
$359K +$2.8K +122 +0.8%
SPWM
209
Straight Path Wealth Management
Michigan
$357K
GHA
210
Granite Harbor Advisors
Texas
$353K -$206K -9,001 -37%
CA
211
Clearstead Advisors
Ohio
$351K +$128K +5,566 +58%
MOS
212
MGO One Seven
Ohio
$348K +$345K +15,027 New
4WM
213
4J Wealth Management
Virginia
$347K
BWFA
214
Baltimore-Washington Financial Advisors
Maryland
$340K +$337K +14,706 New
SMC
215
Smith, Moore & Co
Missouri
$338K +$335K +14,602 New
LF
216
Lee Financial
Texas
$337K
SG
217
StoneX Group
New York
$330K +$327K +14,282 New
PJSIMP
218
P.J. Schmidt Investment Management (PJS)
Wisconsin
$314K +$36K +1,572 +13%
AWM
219
Alterna Wealth Management
Texas
$312K +$309K +13,476 New
RW
220
REDW Wealth
New Mexico
$310K
HPC
221
HM Payson & Co
Maine
$293K
UCB
222
United Community Bank
South Carolina
$286K +$284K +12,380 New
T
223
Tableaux
Massachusetts
$286K +$284K +12,378 New
EW
224
Element Wealth
Mississippi
$281K
AA
225
Addison Advisors
Vermont
$258K +$5.73K +250 +2%