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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
AF
76
Allworth Financial
California
$1.61M
LWL
77
Leo Wealth LLC
Texas
$1.5M
ABC
78
Associated Banc-Corp
Wisconsin
$1.46M
TAM
79
Titleist Asset Management
Texas
$1.46M
Luther King Capital Management (LKCM)
80
Luther King Capital Management (LKCM)
Texas
$1.44M
FFG
81
Foundry Financial Group
New Hampshire
$1.38M
MBT
82
Montecito Bank & Trust
California
$1.25M
RWP
83
Reliant Wealth Planning
Kentucky
$1.23M
FAC
84
Financial Advisory Corporation
Michigan
$1.03M
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$1.01M
JSA
86
Jim Saulnier & Associates
Colorado
$1M
CB
87
Chris Bulman
California
$949K
SCA
88
Snowden Capital Advisors
New York
$944K
APW
89
Atlantic Private Wealth
North Carolina
$939K
Goldman Sachs
90
Goldman Sachs
New York
$922K
CSP
91
Cary Street Partners
Virginia
$881K
CIA
92
Compass Ion Advisors
Pennsylvania
$836K
SAM
93
Smithbridge Asset Management
Pennsylvania
$808K
KWM
94
KFG Wealth Management
Indiana
$781K
SWP
95
Summit Wealth Partners
Florida
$766K
MFG
96
Mendota Financial Group
Wisconsin
$687K
CIA
97
Capital Investment Advisors
Georgia
$685K
MPPLM
98
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$677K
EW
99
Evexia Wealth
Wisconsin
$665K
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$662K