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iShares iBonds Dec 2029 Term Treasury ETF

201 hedge funds and large institutions have $892M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 113 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

391% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 23

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

47% more capital invested

Capital invested by funds: $608M → $892M (+$284M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more funds holding

Funds holding: 178201 (+23)

3.71% more ownership

Funds ownership: 80.76%84.47% (+3.7%)

Holders
201
Holders Change
+23
Holders Change %
+12.92%
% of All Funds
2.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
38
Increased
113
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
E3F
26
Eight 31 Financial
Texas
$9.5M +$461K +20,996 +5%
NA
27
NewEdge Advisors
Louisiana
$9.35M +$877K +39,912 +10%
WIM
28
Waycross Investment Management
Washington
$9.32M +$90.4K +4,114 +1%
HPC
29
HM Payson & Co
Maine
$8.88M +$8.74M +397,769 +5,752%
SWM
30
Shelton Wealth Management
Texas
$8.73M +$546K +24,866 +7%
RSWM
31
Robertson Stephens Wealth Management
California
$7.64M +$945K +43,013 +14%
DADC
32
D.A. Davidson & Co
Montana
$7.44M +$477K +21,692 +7%
Osaic Holdings
33
Osaic Holdings
Arizona
$6.64M +$1.26M +57,354 +23%
FA
34
Fagan Associates
New York
$6.5M +$23.2K +1,056 +0.4%
SCM
35
Spreng Capital Management
Ohio
$6.45M +$342K +15,570 +6%
BlackRock
36
BlackRock
New York
$6.37M +$2.53M +115,175 +66%
FF
37
Foronjy Financial
California
$6.35M +$337K +15,342 +6%
CTC
38
Central Trust Company
Missouri
$5.62M -$774K -35,206 -12%
R
39
Rebalance
California
$5.61M +$1.03M +46,663 +22%
PAS
40
Park Avenue Securities
New York
$5.61M +$1.71M +77,874 +44%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$5.05M +$646K +29,418 +15%
SWM
42
Stockman Wealth Management
Montana
$4.91M +$368K +16,744 +8%
Ameriprise
43
Ameriprise
Minnesota
$4.59M +$688K +31,306 +18%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$4.44M -$829K -37,732 -16%
BAM
45
Belpointe Asset Management
Nevada
$4.14M +$3.4M +154,574 +455%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$4.06M +$1.51M +68,858 +59%
BW
47
BIP Wealth
Georgia
$4.05M +$4.05M +184,474 New
CIM
48
Confluence Investment Management
Missouri
$3.96M -$7.48M -340,468 -65%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.88M +$305K +13,882 +9%
Financial Engines Advisors
50
Financial Engines Advisors
California
$3.73M +$1.39M +63,067 +59%