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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
SFB
101
STAR Financial Bank
Indiana
$630K
SPWM
102
Straight Path Wealth Management
Michigan
$620K
BSTWA
103
Blake Schutter Theil Wealth Advisors
Ohio
$605K
AQR Capital Management
104
AQR Capital Management
Connecticut
$591K
LAM
105
L2 Asset Management
Massachusetts
$582K
GHA
106
Granite Harbor Advisors
Texas
$578K
DSC
107
Duncker Streett & Co
Missouri
$577K
Jane Street
108
Jane Street
New York
$557K
OPA
109
Old Port Advisors
Maine
$548K
HI
110
Harbour Investments
Wisconsin
$540K
SRC
111
Shufro Rose & Co
New York
$540K
WFMPM
112
Woodley Farra Manion Portfolio Management
Indiana
$530K
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$501K
Cerity Partners
114
Cerity Partners
New York
$488K
DAS
115
Daybright Advisory Services
Florida
$466K
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$457K
KAS
117
Kestra Advisory Services
Texas
$455K
APW
118
Austin Private Wealth
Texas
$450K
MML Investors Services
119
MML Investors Services
Massachusetts
$436K
JCM
120
Jacobi Capital Management
Pennsylvania
$430K
HBT
121
Heartland Bank & Trust
Illinois
$430K
Focus Partners Wealth
122
Focus Partners Wealth
Massachusetts
$429K
WP
123
Walleye Partners
Wisconsin
$416K
KPWS
124
Kestra Private Wealth Services
Texas
$402K
IAA
125
Independent Advisor Alliance
North Carolina
$397K