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iShares iBonds Dec 2029 Term Corporate ETF

304 hedge funds and large institutions have $2.21B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 162 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
201
Smith, Moore & Co
Missouri
$527K
MTWM
202
Masso Torrence Wealth Management
New Jersey
$525K
1WM
203
1900 Wealth Management
Texas
$506K
PWA
204
Provenance Wealth Advisors
Florida
$502K
GCA
205
Gradient Capital Advisors
California
$492K
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$483K
CA
207
Clearstead Advisors
Ohio
$469K
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$463K
FWMM
209
Foundation Wealth Management (Missouri)
Missouri
$455K
PP
210
Prosperity Planning
Missouri
$449K
RFN
211
Redwood Financial Network
Ohio
$439K
MFIM
212
Mesirow Financial Investment Management
Illinois
$437K
HIA
213
Harbor Investment Advisory
Maryland
$432K
BCPWM
214
Bradley & Co Private Wealth Management
Florida
$429K
Citadel Advisors
215
Citadel Advisors
Florida
$418K
EWS
216
Evergreen Wealth Solutions
Pennsylvania
$402K
AA
217
Ancora Advisors
Ohio
$392K
MOS
218
MGO One Seven
Ohio
$384K
DWM
219
Dakota Wealth Management
Florida
$381K
RWM
220
Ritholtz Wealth Management
New York
$381K
MML Investors Services
221
MML Investors Services
Massachusetts
$377K
HBT
222
Heartland Bank & Trust
Illinois
$375K
NGA
223
Naples Global Advisors
Florida
$374K
KPWS
224
Kestra Private Wealth Services
Texas
$373K
SQA
225
Simon Quick Advisors
New Jersey
$364K