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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
Baird Financial Group
51
Baird Financial Group
Wisconsin
$5.08M
BWFA
52
Baltimore-Washington Financial Advisors
Maryland
$4.87M
ADL
53
Asset Dedication LLC
California
$4.77M
BAM
54
Belpointe Asset Management
Nevada
$4.6M
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$4.08M
Financial Engines Advisors
56
Financial Engines Advisors
California
$4.04M
CIM
57
Confluence Investment Management
Missouri
$4M
TFS
58
Thoroughbred Financial Services
Tennessee
$3.83M
S
59
SignatureFD
Georgia
$3.64M
BW
60
BIP Wealth
Georgia
$3.61M
AWP
61
Accretive Wealth Partners
New Jersey
$3.61M
HCM
62
Howland Capital Management
Massachusetts
$3.33M
PA
63
Parallel Advisors
California
$3.26M
BFO
64
Boston Family Office
Massachusetts
$3.23M
MCM
65
MV Capital Management
Maryland
$3.12M
CPWM
66
Cypress Point Wealth Management
Texas
$3.03M
NG
67
Northstar Group
New York
$2.97M
SCM
68
SCS Capital Management
Massachusetts
$2.93M
EWS
69
Evergreen Wealth Solutions
Pennsylvania
$2.93M
IAA
70
Independent Advisor Alliance
North Carolina
$2.91M
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$2.87M
HighTower Advisors
72
HighTower Advisors
Illinois
$2.68M
LIM
73
Leavell Investment Management
Alabama
$2.61M
AC
74
Apella Capital
Connecticut
$2.25M
HFS
75
Hughes Financial Services
Virginia
$2.17M