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iShares iBonds Dec 2029 Term Treasury ETF

215 hedge funds and large institutions have $1.06B invested in iShares iBonds Dec 2029 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 117 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$33.4M
2 +$26.3M
3 +$17.2M
4
HWA
Heartwood Wealth Advisors
Virginia
+$9.63M
5
BlackRock
BlackRock
New York
+$8.79M
Name Holding Trade Value Shares
Change
Change in
Stake
WMS
26
Wealth Management Strategies
Pennsylvania
$11.9M
LPT
27
Legacy Private Trust
Wisconsin
$11.7M
KF
28
Krilogy Financial
Missouri
$11.4M
SWP
29
Stratos Wealth Partners
Ohio
$11.3M
PA
30
Probity Advisors
Texas
$10.6M
SWM
31
Shelton Wealth Management
Texas
$10.2M
HWA
32
Heartwood Wealth Advisors
Virginia
$9.59M
PAS
33
Park Avenue Securities
New York
$9.54M
WIM
34
Waycross Investment Management
Washington
$9.52M
E3F
35
Eight 31 Financial
Texas
$9.28M
PPWM
36
PFG Private Wealth Management
Florida
$9.24M
RSWM
37
Robertson Stephens Wealth Management
California
$7.9M
DADC
38
D.A. Davidson & Co
Montana
$7.85M
IWC
39
Integrated Wealth Concepts
Massachusetts
$7.51M
SCM
40
Spreng Capital Management
Ohio
$7.06M
FF
41
Foronjy Financial
California
$6.48M
FA
42
Fagan Associates
New York
$6.4M
Osaic Holdings
43
Osaic Holdings
Arizona
$6.3M
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$6.01M
CTC
45
Central Trust Company
Missouri
$5.73M
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$5.55M
DSA
47
Droms Strauss Advisors
Missouri
$5.49M
SWM
48
Stockman Wealth Management
Montana
$5.42M
R
49
Rebalance
California
$5.39M
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.31M