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iShares iBonds Dec 2029 Term Treasury ETF

159 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 14 funds opening new positions, 88 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
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
DADC
26
D.A. Davidson & Co
Montana
$6.56M
RSWM
27
Robertson Stephens Wealth Management
California
$6.52M
FA
28
Fagan Associates
New York
$6.34M
CTC
29
Central Trust Company
Missouri
$6.27M
SCM
30
Spreng Capital Management
Ohio
$6.02M
FF
31
Foronjy Financial
California
$5.3M
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$4.66M
SWM
33
Stockman Wealth Management
Montana
$4.37M
BlackRock
34
BlackRock
New York
$4.24M
R
35
Rebalance
California
$3.91M
WWM
36
Whalen Wealth Management
Nevada
$3.67M
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.64M
PAS
38
Park Avenue Securities
New York
$3.36M
AWP
39
Accretive Wealth Partners
New Jersey
$3.23M
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$3.16M
Osaic Holdings
41
Osaic Holdings
Arizona
$3.07M
HCM
42
Howland Capital Management
Massachusetts
$3.03M
S
43
SignatureFD
Georgia
$2.97M
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$2.76M
PA
45
Parallel Advisors
California
$2.76M
MCM
46
MV Capital Management
Maryland
$2.65M
IA
47
IFP Advisors
Florida
$2.65M
KTM
48
Keeler Thomas Management
Utah
$2.58M
SFB
49
STAR Financial Bank
Indiana
$2.41M
BFO
50
Boston Family Office
Massachusetts
$2.36M