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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
KTM
101
Keeler Thomas Management
Utah
$856K
CB
102
Chris Bulman
California
$848K
WFMPM
103
Woodley Farra Manion Portfolio Management
Indiana
$841K
CIA
104
Compass Ion Advisors
Pennsylvania
$832K
DSC
105
Duncker Streett & Co
Missouri
$817K
EW
106
Evexia Wealth
Wisconsin
$773K
TRCT
107
Tower Research Capital (TRC)
New York
$743K
CIA
108
Capital Investment Advisors
Georgia
$726K
MFG
109
Mendota Financial Group
Wisconsin
$688K
LAM
110
L2 Asset Management
Massachusetts
$684K
SPWM
111
Straight Path Wealth Management
Michigan
$648K
HI
112
Harbour Investments
Wisconsin
$635K
BSTWA
113
Blake Schutter Theil Wealth Advisors
Ohio
$599K
AQR Capital Management
114
AQR Capital Management
Connecticut
$589K
KOMWMG
115
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$581K
GDP
116
Great Diamond Partners
Maine
$566K
T
117
Tableaux
Massachusetts
$560K
SRC
118
Shufro Rose & Co
New York
$547K
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$527K
PJSIMP
120
P.J. Schmidt Investment Management (PJS)
Wisconsin
$525K
KAS
121
Kestra Advisory Services
Texas
$505K
OPA
122
Old Port Advisors
Maine
$502K
DAS
123
Daybright Advisory Services
Florida
$467K
JCM
124
Jacobi Capital Management
Pennsylvania
$434K
Goldman Sachs
125
Goldman Sachs
New York
$434K