IBTJ icon

iShares iBonds Dec 2029 Term Treasury ETF

200 hedge funds and large institutions have $891M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
BWFA
51
Baltimore-Washington Financial Advisors
Maryland
$3.69M
S
52
SignatureFD
Georgia
$3.52M
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$3.5M
TFS
54
Thoroughbred Financial Services
Tennessee
$3.46M
IWC
55
Integrated Wealth Concepts
Massachusetts
$3.4M
AWP
56
Accretive Wealth Partners
New Jersey
$3.39M
ADL
57
Asset Dedication LLC
California
$3.32M
PA
58
Parallel Advisors
California
$3.12M
MCM
59
MV Capital Management
Maryland
$3.1M
HCM
60
Howland Capital Management
Massachusetts
$3.08M
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$3.02M
BFO
62
Boston Family Office
Massachusetts
$2.77M
KTM
63
Keeler Thomas Management
Utah
$2.65M
SCM
64
SCS Capital Management
Massachusetts
$2.54M
NG
65
Northstar Group
New York
$2.45M
HighTower Advisors
66
HighTower Advisors
Illinois
$2.26M
HFS
67
Hughes Financial Services
Virginia
$2.15M
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$2.09M
LIM
69
Leavell Investment Management
Alabama
$2.04M
AC
70
Apella Capital
Connecticut
$2.04M
SA
71
Sanctuary Advisors
Indiana
$2.04M
AI
72
Atria Investments
North Carolina
$1.9M
FA
73
FF Advisors
California
$1.8M
VA
74
Valmark Advisers
Ohio
$1.67M
IA
75
IFP Advisors
Florida
$1.65M