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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
KTM
51
Keeler Thomas Management
Utah
$2.62M
Baird Financial Group
52
Baird Financial Group
Wisconsin
$2.55M
BFO
53
Boston Family Office
Massachusetts
$2.41M
Financial Engines Advisors
54
Financial Engines Advisors
California
$2.34M
SCM
55
SCS Capital Management
Massachusetts
$2.34M
Citadel Advisors
56
Citadel Advisors
Florida
$2.25M
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$2.08M
AI
58
Atria Investments
North Carolina
$1.89M
FA
59
FF Advisors
California
$1.74M
IWC
60
Integrated Wealth Concepts
Massachusetts
$1.67M
AC
61
Apella Capital
Connecticut
$1.61M
TAM
62
Titleist Asset Management
Texas
$1.56M
HighTower Advisors
63
HighTower Advisors
Illinois
$1.49M
LWL
64
Leo Wealth LLC
Texas
$1.47M
LIM
65
Leavell Investment Management
Alabama
$1.44M
ABC
66
Associated Banc-Corp
Wisconsin
$1.4M
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$1.3M
ADL
68
Asset Dedication LLC
California
$1.2M
MBT
69
Montecito Bank & Trust
California
$1.17M
VA
70
Valmark Advisers
Ohio
$1.1M
RWP
71
Reliant Wealth Planning
Kentucky
$973K
APW
72
Atlantic Private Wealth
North Carolina
$931K
SCA
73
Snowden Capital Advisors
New York
$929K
FFG
74
Foundry Financial Group
New Hampshire
$928K
CSP
75
Cary Street Partners
Virginia
$884K