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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
AF
76
Allworth Financial
California
$1.61M +$300K +13,667 +23%
LWL
77
Leo Wealth LLC
Texas
$1.5M +$27.6K +1,256 +2%
ABC
78
Associated Banc-Corp
Wisconsin
$1.46M +$64.4K +2,929 +5%
TAM
79
Titleist Asset Management
Texas
$1.46M -$107K -4,879 -7%
Luther King Capital Management (LKCM)
80
Luther King Capital Management (LKCM)
Texas
$1.44M
FFG
81
Foundry Financial Group
New Hampshire
$1.38M +$455K +20,699 +49%
MBT
82
Montecito Bank & Trust
California
$1.25M +$76.1K +3,465 +6%
RWP
83
Reliant Wealth Planning
Kentucky
$1.23M +$254K +11,551 +26%
FAC
84
Financial Advisory Corporation
Michigan
$1.03M +$1.03M +46,929 New
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$1.01M +$1.01M +46,157 New
JSA
86
Jim Saulnier & Associates
Colorado
$1M +$267K +12,141 +36%
CB
87
Chris Bulman
California
$949K +$951K +43,267 New
SCA
88
Snowden Capital Advisors
New York
$944K +$15.6K +708 +2%
APW
89
Atlantic Private Wealth
North Carolina
$939K +$8.15K +371 +0.9%
Goldman Sachs
90
Goldman Sachs
New York
$922K +$924K +42,034 New
CSP
91
Cary Street Partners
Virginia
$881K -$3.01K -137 -0.3%
CIA
92
Compass Ion Advisors
Pennsylvania
$836K +$1.25K +57 +0.1%
SAM
93
Smithbridge Asset Management
Pennsylvania
$808K +$404K +18,400 +100%
KWM
94
KFG Wealth Management
Indiana
$781K +$782K +35,603 New
SWP
95
Summit Wealth Partners
Florida
$766K +$743K +33,813 New
MFG
96
Mendota Financial Group
Wisconsin
$687K +$8.33K +379 +1%
CIA
97
Capital Investment Advisors
Georgia
$685K +$313K +14,258 +84%
MPPLM
98
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$677K +$204K +9,262 +43%
EW
99
Evexia Wealth
Wisconsin
$665K -$181K -8,220 -21%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$662K +$134K +6,076 +25%