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iShares iBonds Dec 2029 Term Treasury ETF

173 hedge funds and large institutions have $600M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$7.74M
LPL Financial
27
LPL Financial
California
$7.59M
DADC
28
D.A. Davidson & Co
Montana
$6.96M
RSWM
29
Robertson Stephens Wealth Management
California
$6.7M
FA
30
Fagan Associates
New York
$6.48M
CTC
31
Central Trust Company
Missouri
$6.39M
SCM
32
Spreng Capital Management
Ohio
$6.11M
FF
33
Foronjy Financial
California
$6.02M
AAIM
34
Asset Advisors Investment Management
Georgia
$5.62M
Osaic Holdings
35
Osaic Holdings
Arizona
$5.39M
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$5.27M
R
37
Rebalance
California
$4.59M
SWM
38
Stockman Wealth Management
Montana
$4.54M
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$4.4M
SB
40
Strategic Blueprint
Georgia
$4.1M
PAS
41
Park Avenue Securities
New York
$3.91M
Ameriprise
42
Ameriprise
Minnesota
$3.89M
BlackRock
43
BlackRock
New York
$3.84M
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.57M
S
45
SignatureFD
Georgia
$3.52M
AWP
46
Accretive Wealth Partners
New Jersey
$3.31M
TFS
47
Thoroughbred Financial Services
Tennessee
$3.14M
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$3.08M
HCM
49
Howland Capital Management
Massachusetts
$3.05M
PA
50
Parallel Advisors
California
$3.01M