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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
BWFA
51
Baltimore-Washington Financial Advisors
Maryland
$3.69M +$3.7M +168,262 New
S
52
SignatureFD
Georgia
$3.52M
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$3.5M +$426K +19,371 +14%
TFS
54
Thoroughbred Financial Services
Tennessee
$3.46M +$325K +14,766 +10%
IWC
55
Integrated Wealth Concepts
Massachusetts
$3.4M +$1.74M +78,977 +104%
AWP
56
Accretive Wealth Partners
New Jersey
$3.39M +$87.6K +3,984 +3%
ADL
57
Asset Dedication LLC
California
$3.32M +$2.13M +96,836 +178%
PA
58
Parallel Advisors
California
$3.12M +$112K +5,115 +4%
MCM
59
MV Capital Management
Maryland
$3.1M +$85K +3,870 +3%
HCM
60
Howland Capital Management
Massachusetts
$3.08M +$23.5K +1,068 +0.8%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$3.02M -$4.72M -214,868 -61%
BFO
62
Boston Family Office
Massachusetts
$2.77M +$359K +16,345 +15%
KTM
63
Keeler Thomas Management
Utah
$2.65M +$37K +1,682 +1%
SCM
64
SCS Capital Management
Massachusetts
$2.54M +$206K +9,357 +9%
NG
65
Northstar Group
New York
$2.45M +$1.99M +90,711 +433%
HighTower Advisors
66
HighTower Advisors
Illinois
$2.26M +$779K +35,451 +52%
HFS
67
Hughes Financial Services
Virginia
$2.15M +$2.16M +98,070 New
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$2.09M +$13.1K +594 +0.6%
LIM
69
Leavell Investment Management
Alabama
$2.04M +$608K +27,678 +42%
AC
70
Apella Capital
Connecticut
$2.04M +$432K +19,646 +27%
SA
71
Sanctuary Advisors
Indiana
$2.04M +$218K +9,905 +12%
AI
72
Atria Investments
North Carolina
$1.9M +$13.6K +621 +0.7%
FA
73
FF Advisors
California
$1.8M +$66.9K +3,042 +4%
VA
74
Valmark Advisers
Ohio
$1.67M +$568K +25,865 +51%
IA
75
IFP Advisors
Florida
$1.65M +$249K +11,323 +18%