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iShares iBonds Dec 2029 Term Corporate ETF

318 hedge funds and large institutions have $2.26B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 193 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
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
DWM
201
DecisionMap Wealth Management
Virginia
$599K
DSC
202
Duncker Streett & Co
Missouri
$581K
APW
203
Austin Private Wealth
Texas
$581K
HIA
204
Harbor Investment Advisory
Maryland
$578K
AGP
205
Autumn Glory Partners
Texas
$577K
SFO
206
Stokes Family Office
Louisiana
$571K
RFN
207
Redwood Financial Network
Ohio
$561K
CA
208
Clearstead Advisors
Ohio
$556K
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$549K
AT
210
American Trust
Kentucky
$537K
GDP
211
Great Diamond Partners
Maine
$533K
MTWM
212
Masso Torrence Wealth Management
New Jersey
$528K
FWMM
213
Foundation Wealth Management (Missouri)
Missouri
$513K
1WM
214
1900 Wealth Management
Texas
$509K
PWA
215
Provenance Wealth Advisors
Florida
$505K
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$499K
GCA
217
Gradient Capital Advisors
California
$495K
NGA
218
Naples Global Advisors
Florida
$475K
PP
219
Prosperity Planning
Missouri
$452K
KPWS
220
Kestra Private Wealth Services
Texas
$445K
HBT
221
Heartland Bank & Trust
Illinois
$439K
BCPWM
222
Bradley & Co Private Wealth Management
Florida
$431K
MA
223
Mutual Advisors
Nebraska
$421K
T
224
Tableaux
Massachusetts
$406K
EWS
225
Evergreen Wealth Solutions
Pennsylvania
$405K