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iShares iBonds Dec 2029 Term Treasury ETF

159 hedge funds and large institutions have $543M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 88 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
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
CIA
76
Compass Ion Advisors
Pennsylvania
$832K
SB
77
Strategic Blueprint
Georgia
$825K
EW
78
Evexia Wealth
Wisconsin
$797K
OPA
79
Old Port Advisors
Maine
$779K
LIM
80
Leavell Investment Management
Alabama
$779K
SWP
81
Stratos Wealth Partners
Ohio
$701K
BAM
82
Belpointe Asset Management
Nevada
$698K
RFG
83
RFP Financial Group
Georgia
$660K
FFG
84
Foundry Financial Group
New Hampshire
$658K
DSC
85
Duncker Streett & Co
Missouri
$612K
BSTWA
86
Blake Schutter Theil Wealth Advisors
Ohio
$529K
APW
87
Austin Private Wealth
Texas
$526K
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$506K
GHA
89
Granite Harbor Advisors
Texas
$501K
SWMG
90
Signature Wealth Management Group
Georgia
$500K
JSA
91
Jim Saulnier & Associates
Colorado
$488K
Cerity Partners
92
Cerity Partners
New York
$473K
SRC
93
Shufro Rose & Co
New York
$455K
ADL
94
Asset Dedication LLC
California
$448K
GSB
95
Greenfield Savings Bank
Massachusetts
$419K
MML Investors Services
96
MML Investors Services
Massachusetts
$404K
HBT
97
Heartland Bank & Trust
Illinois
$402K
JCM
98
Jacobi Capital Management
Pennsylvania
$399K
HI
99
Harbour Investments
Wisconsin
$398K
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$391K