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iShares iBonds Dec 2029 Term Corporate ETF
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Overview Fund Activity

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.

Holders
279
Holders Change
+23
Holders Change %
+8.98%
% of All Funds
3.79%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.18%
New
42
Increased
160
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SRC
1
Shufro Rose & Co
New York
$83M
2
MFWM
2
Motley Fool Wealth Management
Virginia
$18.8M
3
Raymond James Financial
3
Raymond James Financial
Florida
$67.1M
4
ACA
4
Aptus Capital Advisors
Alabama
$109M
5
Bank of America
5
Bank of America
North Carolina
$142M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$52.6M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.07M
3
BEI
3
Benjamin Edwards Inc
Missouri
$9.18M
4
JWCA
4
J.W. Cole Advisors
Florida
$0
5
CIM
5
Confluence Investment Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$142M 6,118,416 +519,090 +9%
ACA
2
Aptus Capital Advisors
Alabama
$109M 4,726,525 +524,845 +12%
CAI
3
Capital Advisors Inc
Oklahoma
$98.4M 4,254,989 +369,209 +10%
Morgan Stanley
4
Morgan Stanley
New York
$94.4M 4,081,746 +466,759 +13%
SRC
5
Shufro Rose & Co
New York
$83M 3,590,158 +3,590,158 New
CIA
6
Capital Investment Advisors
Georgia
$68.3M 2,954,447 +253,712 +9%
Raymond James Financial
7
Raymond James Financial
Florida
$67.1M 2,899,744 +762,549 +36%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$56.7M 2,449,807 +384,305 +19%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$56.6M 2,445,821 +135,156 +6%
Ameriprise
10
Ameriprise
Minnesota
$52.6M 2,275,246 -1,303,487 -36%
UBS Group
11
UBS Group
Switzerland
$43.3M 1,871,474 +261,521 +16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$41.5M 1,795,269 +149,533 +9%
Wells Fargo
13
Wells Fargo
California
$40.4M 1,746,624 +222,889 +15%
WIC
14
Woodmont Investment Counsel
Tennessee
$38.8M 1,678,154 +142,013 +9%
SL
15
Summitry LLC
California
$35M 1,513,953 +79,504 +6%
HighTower Advisors
16
HighTower Advisors
Illinois
$33.6M 1,452,451 +57,031 +4%
SIC
17
Sigma Investment Counselors
Michigan
$33.2M 1,436,776 -13,927 -1%
LPL Financial
18
LPL Financial
California
$32.4M 1,401,940 +283,577 +25%
VVP
19
Venture Visionary Partners
Ohio
$31.4M 1,359,393 -2,340 -0.2%
KA
20
Klingman & Associates
New York
$30.8M 1,332,602 +50,993 +4%
GWA
21
Gratus Wealth Advisors
Virginia
$30.5M 1,319,304 +55,130 +4%
NA
22
NewEdge Advisors
Louisiana
$27.3M 1,180,527 +468,675 +66%
Lido Advisors
23
Lido Advisors
California
$23.9M 1,034,209 +372,199 +56%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$23.6M 1,019,650 +43,683 +4%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$22.7M 980,020 +172,099 +21%
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