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iShares iBonds Dec 2029 Term Corporate ETF
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Overview Fund Activity

302 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 39 funds opening new positions, 162 increasing their positions, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+23
Holders Change %
+8.24%
% of All Funds
4.05%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
39
Increased
162
Reduced
58
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$107M
2
Morgan Stanley
Morgan Stanley
New York
$105M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$65.3M
4
ACA
Aptus Capital Advisors
Alabama
$117M
5
CIA
Capital Investment Advisors
Georgia
$75.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$32.8M
2
Raymond James Financial
Raymond James Financial
Florida
$60M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.24M
4
OMC
Old Mission Capital
Illinois
$0
5
CA
CGN Advisors
Kansas
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$148M +$5.61M +240,463 +4%
ACA
2
Aptus Capital Advisors
Alabama
$117M +$7.08M +303,559 +6%
LWANC
3
Laurel Wealth Advisors (North Carolina)
North Carolina
$107M +$102M +2,382,445 +2,331%
Morgan Stanley
4
Morgan Stanley
New York
$105M +$10M +429,013 +11%
CAI
5
Capital Advisors Inc
Oklahoma
$104M +$4.89M +209,614 +5%
SRC
6
Shufro Rose & Co
New York
$81.9M -$1.16M -50,144 -1%
CIA
7
Capital Investment Advisors
Georgia
$75.6M +$6.64M +284,631 +10%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$65.3M +$8.16M +349,861 +14%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$61.7M +$4.66M +199,553 +8%
Raymond James Financial
10
Raymond James Financial
Florida
$60M -$7.62M -326,651 -11%
UBS Group
11
UBS Group
Switzerland
$45.9M +$2.2M +94,359 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$43.3M +$1.4M +59,837 +3%
Wells Fargo
13
Wells Fargo
California
$43.2M +$2.44M +104,435 +6%
WIC
14
Woodmont Investment Counsel
Tennessee
$41.5M +$2.33M +100,022 +6%
SL
15
Summitry LLC
California
$40.5M +$5.22M +223,680 +15%
LPL Financial
16
LPL Financial
California
$37.2M +$4.45M +190,951 +14%
VVP
17
Venture Visionary Partners
Ohio
$35.5M +$3.83M +164,023 +12%
HighTower Advisors
18
HighTower Advisors
Illinois
$34.9M +$1.03M +44,333 +3%
SIC
19
Sigma Investment Counselors
Michigan
$33.6M +$127K +5,463 +0.4%
Ameriprise
20
Ameriprise
Minnesota
$32.8M -$20.3M -869,371 -38%
KA
21
Klingman & Associates
New York
$31.4M +$326K +13,955 +1%
GWA
22
Gratus Wealth Advisors
Virginia
$31.4M +$579K +24,810 +2%
Lido Advisors
23
Lido Advisors
California
$27.1M +$2.99M +128,202 +12%
NA
24
NewEdge Advisors
Louisiana
$26.4M -$1.09M -46,784 -4%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$24.8M +$1.92M +82,444 +8%
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