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iShares iBonds Dec 2029 Term Corporate ETF

383 hedge funds and large institutions have $2.91B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 233 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

316% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 56

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $2.65B → $2.91B (+$261M)

8% more funds holding

Funds holding: 356383 (+27)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

0.77% less ownership

Funds ownership: 78.6%77.83% (-0.77%)

Holders
383
Holders Change
+27
Holders Change %
+7.58%
% of All Funds
4.72%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.21%
New
57
Increased
233
Reduced
56
Closed
25
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
$170M +$144K +6,170 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$156M +$27.7M +1,184,482 +22%
ACA
3
Aptus Capital Advisors
Alabama
$148M -$6.52M -278,615 -4%
CAI
4
Capital Advisors Inc
Oklahoma
$118M +$6.67M +284,961 +6%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$117M -$13.5M -577,630 -10%
SRC
6
Shufro Rose & Co
New York
$92.5M +$4.05M +172,923 +5%
CIA
7
Capital Investment Advisors
Georgia
$89.9M +$3.32M +142,045 +4%
UBS Group
8
UBS Group
Switzerland
$85.6M +$3.94M +168,505 +5%
Lido Advisors
9
Lido Advisors
California
$76M +$43.1M +1,842,015 +129%
Raymond James Financial
10
Raymond James Financial
Florida
$73.8M +$5.16M +220,560 +7%
HPC
11
HM Payson & Co
Maine
$65.8M +$15.6M +665,136 +31%
LPL Financial
12
LPL Financial
California
$55.4M +$5.84M +249,463 +12%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$54.4M +$3.72M +158,957 +7%
Wells Fargo
14
Wells Fargo
California
$49.4M +$529K +22,623 +1%
SL
15
Summitry LLC
California
$44.3M +$1.6M +68,495 +4%
HighTower Advisors
16
HighTower Advisors
Illinois
$43.4M +$2.18M +93,272 +5%
SVWAG
17
Sound View Wealth Advisors Group
Georgia
$41.1M +$3.58M +152,902 +9%
WIC
18
Woodmont Investment Counsel
Tennessee
$40.7M +$146K +6,227 +0.4%
KA
19
Klingman & Associates
New York
$36.8M +$975K +41,673 +3%
SIC
20
Sigma Investment Counselors
Michigan
$35.9M +$666K +28,455 +2%
GWA
21
Gratus Wealth Advisors
Virginia
$35.1M +$2.06M +88,114 +6%
VVP
22
Venture Visionary Partners
Ohio
$34.7M +$3.32M +142,049 +11%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$27.5M +$871K +37,240 +3%
MYLI
24
Meiji Yasuda Life Insurance
Japan
$27.4M +$5.64M +241,000 +26%
SSWG
25
Seven Springs Wealth Group
Tennessee
$27.1M +$353K +15,072 +1%