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iShares iBonds Dec 2029 Term Corporate ETF

356 hedge funds and large institutions have $2.65B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 214 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 50

177% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 22

16% more capital invested

Capital invested by funds: $2.28B → $2.65B (+$366M)

11% more funds holding

Funds holding: 321356 (+35)

1.01% more ownership

Funds ownership: 77.59%78.6% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
356
Holders Change
+35
Holders Change %
+10.9%
% of All Funds
4.33%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
61
Increased
214
Reduced
50
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$955K +$457K +19,502 +92%
BSAM
202
Blue Square Asset Management
New York
$946K -$16.3K -694 -2%
FTUS
203
Flow Traders U.S.
New York
$937K +$732K +31,251 +355%
MBT
204
Montecito Bank & Trust
California
$927K +$188K +8,006 +25%
SFB
205
STAR Financial Bank
Indiana
$923K -$13.5K -578 -1%
MFG
206
Mendota Financial Group
Wisconsin
$920K +$14.1K +603 +2%
JCM
207
Jacobi Capital Management
Pennsylvania
$919K +$920K +39,253 New
TWC
208
TD Waterhouse Canada
Ontario, Canada
$907K +$40.4K +1,726 +5%
TF
209
Threadgill Financial
Texas
$882K +$357K +15,249 New
AWAU
210
Alliance Wealth Advisors (Utah)
Utah
$850K +$851K +36,309 New
NA
211
NewEdge Advisors
Louisiana
$834K -$6.56M -279,871 -89%
AWM
212
Alterna Wealth Management
Texas
$798K -$12.9K -551 -2%
1L
213
10Elms LLP
Oklahoma
$797K +$39.8K +1,700 +5%
FIB
214
First Interstate Bank
Montana
$767K
VWM
215
Valley Wealth Managers
New Jersey
$764K +$91.3K +3,895 +14%
SMC
216
Smith, Moore & Co
Missouri
$761K +$89.9K +3,835 +13%
FMWA
217
Forvis Mazars Wealth Advisors
Missouri
$757K +$125K +5,349 +20%
BCM
218
Brookstone Capital Management
Illinois
$747K -$4.48K -191 -0.6%
HBT
219
Heartland Bank & Trust
Illinois
$693K +$255K +10,886 +58%
DWM
220
DecisionMap Wealth Management
Virginia
$692K +$94.4K +4,029 +16%
AWP
221
Accretive Wealth Partners
New Jersey
$673K +$471K +20,112 +232%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$668K +$121K +5,145 +22%
FWMM
223
Foundation Wealth Management (Missouri)
Missouri
$653K +$141K +6,019 +28%
CFMC
224
Curbstone Financial Management Corp
New Hampshire
$645K +$645K +27,542 New
TFS
225
Thoroughbred Financial Services
Tennessee
$643K +$7.24K +309 +1%