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iShares iBonds Dec 2029 Term Corporate ETF

320 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, 194 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
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
FCM
201
Fortis Capital Management
Washington
$606K
DWM
202
DecisionMap Wealth Management
Virginia
$599K
DSC
203
Duncker Streett & Co
Missouri
$581K
APW
204
Austin Private Wealth
Texas
$581K
HIA
205
Harbor Investment Advisory
Maryland
$578K
AGP
206
Autumn Glory Partners
Texas
$577K
SFO
207
Stokes Family Office
Louisiana
$571K
RFN
208
Redwood Financial Network
Ohio
$561K
CA
209
Clearstead Advisors
Ohio
$556K
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$549K
AT
211
American Trust
Kentucky
$537K
GDP
212
Great Diamond Partners
Maine
$533K
MTWM
213
Masso Torrence Wealth Management
New Jersey
$528K
FWMM
214
Foundation Wealth Management (Missouri)
Missouri
$513K
1WM
215
1900 Wealth Management
Texas
$509K
PWA
216
Provenance Wealth Advisors
Florida
$505K
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$499K
GCA
218
Gradient Capital Advisors
California
$495K
NGA
219
Naples Global Advisors
Florida
$475K
PP
220
Prosperity Planning
Missouri
$452K
KPWS
221
Kestra Private Wealth Services
Texas
$445K
HBT
222
Heartland Bank & Trust
Illinois
$439K
BCPWM
223
Bradley & Co Private Wealth Management
Florida
$431K
MA
224
Mutual Advisors
Nebraska
$421K
T
225
Tableaux
Massachusetts
$406K