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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 America
1
Bank of America
North Carolina
$171M +$11.7M +499,957 +7%
ACA
2
Aptus Capital Advisors
Alabama
$156M +$28.5M +1,215,342 +22%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$131M +$48.6M +2,073,552 +59%
Morgan Stanley
4
Morgan Stanley
New York
$129M +$9.61M +410,269 +8%
CAI
5
Capital Advisors Inc
Oklahoma
$112M +$3.08M +131,430 +3%
SRC
6
Shufro Rose & Co
New York
$89.1M +$7.06M +301,245 +9%
CIA
7
Capital Investment Advisors
Georgia
$87.1M +$5.45M +232,608 +7%
UBS Group
8
UBS Group
Switzerland
$82.2M +$10.4M +445,107 +15%
Raymond James Financial
9
Raymond James Financial
Florida
$69.1M +$7.26M +309,978 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$51.1M +$2.6M +111,012 +5%
HPC
11
HM Payson & Co
Maine
$50.6M +$47.8M +2,040,616 +1,677%
LPL Financial
12
LPL Financial
California
$49.9M +$7.16M +305,410 +17%
Wells Fargo
13
Wells Fargo
California
$49.2M +$1.55M +66,293 +3%
SL
14
Summitry LLC
California
$43M +$1.31M +56,082 +3%
HighTower Advisors
15
HighTower Advisors
Illinois
$41.5M +$3.34M +142,526 +9%
WIC
16
Woodmont Investment Counsel
Tennessee
$40.9M +$349K +14,912 +0.9%
SVWAG
17
Sound View Wealth Advisors Group
Georgia
$37.8M +$13.5M +575,487 +55%
KA
18
Klingman & Associates
New York
$36M +$2.74M +117,113 +8%
SIC
19
Sigma Investment Counselors
Michigan
$35.5M +$691K +29,506 +2%
Lido Advisors
20
Lido Advisors
California
$33.4M +$341K +14,569 +1%
GWA
21
Gratus Wealth Advisors
Virginia
$33.3M +$924K +39,441 +3%
VVP
22
Venture Visionary Partners
Ohio
$31.8M +$1.34M +57,299 +4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$28.1M +$1.68M +71,734 +6%
SSWG
24
Seven Springs Wealth Group
Tennessee
$26.9M +$4.09M +174,424 +18%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$26.8M +$687K +29,301 +3%