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iShares iBonds Dec 2029 Term Treasury ETF
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Overview Fund Activity

157 hedge funds and large institutions have $543M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 88 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
157
Holders Change
-6
Holders Change %
-3.68%
% of All Funds
2.11%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
13
Increased
88
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$42.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.3M
3
FF
3
Foronjy Financial
California
$5.3M
4
UCFA
4
United Capital Financial Advisors
Texas
$10.7M
5
HCM
5
Hengehold Capital Management
Ohio
$20.2M

Top Sellers

1
AP
1
Atwood & Palmer
Missouri
$19.8M
2
EC
2
Estate Counselors
Wisconsin
$0
3
1WM
3
1858 Wealth Management
Ohio
$0
4
LF
4
LifePlan Financial
Minnesota
$0
5
NA
5
NewEdge Advisors
Louisiana
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$6.56M 299,485 +3,919 +1%
RSWM
27
Robertson Stephens Wealth Management
California
$6.52M 297,293 +28,853 +11%
FA
28
Fagan Associates
New York
$6.34M 289,131 +137 +0%
CTC
29
Central Trust Company
Missouri
$6.27M 286,001 +24,253 +9%
SCM
30
Spreng Capital Management
Ohio
$6.02M 274,835 +15,581 +6%
FF
31
Foronjy Financial
California
$5.3M 241,795 +241,795 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$4.66M 212,635 -26,043 -11%
SWM
33
Stockman Wealth Management
Montana
$4.37M 199,449 +11,277 +6%
BlackRock
34
BlackRock
New York
$4.24M 193,562 +30,952 +19%
R
35
Rebalance
California
$3.91M 178,285 +119,226 +202%
WWM
36
Whalen Wealth Management
Nevada
$3.67M 167,517 -20,063 -11%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.64M 166,053 +39,190 +31%
PAS
38
Park Avenue Securities
New York
$3.36M 153,220 +16,226 +12%
AWP
39
Accretive Wealth Partners
New Jersey
$3.23M 147,476 +6,791 +5%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$3.16M 144,344 +7,101 +5%
Osaic Holdings
41
Osaic Holdings
Arizona
$3.07M 143,965 +62,378 +76%
HCM
42
Howland Capital Management
Massachusetts
$3.03M 138,377 +6,311 +5%
S
43
SignatureFD
Georgia
$2.97M 135,487 +47,755 +54%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$2.76M 125,767 +22,443 +22%
PA
45
Parallel Advisors
California
$2.76M 125,708 +13,557 +12%
MCM
46
MV Capital Management
Maryland
$2.65M 120,955 +16,847 +16%
IA
47
IFP Advisors
Florida
$2.65M 120,719 -6,686 -5%
KTM
48
Keeler Thomas Management
Utah
$2.58M 117,474 +27,026 +30%
SFB
49
STAR Financial Bank
Indiana
$2.41M 109,777 +8,476 +8%
BFO
50
Boston Family Office
Massachusetts
$2.36M 107,789 +24,916 +30%
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