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iShares iBonds Dec 2029 Term Treasury ETF

173 hedge funds and large institutions have $600M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
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
GSB
101
Greenfield Savings Bank
Massachusetts
$425K
CB
102
CNB Bank
Pennsylvania
$405K
SAM
103
Smithbridge Asset Management
Pennsylvania
$404K
MML Investors Services
104
MML Investors Services
Massachusetts
$403K
JCM
105
Jacobi Capital Management
Pennsylvania
$402K
Focus Partners Wealth
106
Focus Partners Wealth
Massachusetts
$396K
CF
107
Cyr Financial
Illinois
$392K
PJSIMP
108
P.J. Schmidt Investment Management (PJS)
Wisconsin
$385K
CIA
109
Capital Investment Advisors
Georgia
$373K
KAS
110
Kestra Advisory Services
Texas
$367K
SWMG
111
Signature Wealth Management Group
Georgia
$366K
FWP
112
Forefront Wealth Partners
Texas
$355K
CBT
113
Crews Bank & Trust
Florida
$351K
MFG
114
Merit Financial Group
Georgia
$350K
TCA
115
Transcend Capital Advisors
New Jersey
$350K
KIM
116
Kestra Investment Management
Texas
$350K
CL
117
COWA LLC
Oklahoma
$345K
TWM
118
Trinity Wealth Management
Pennsylvania
$344K
FW
119
FullCircle Wealth
Texas
$344K
DWM
120
DecisionMap Wealth Management
Virginia
$343K
CCM
121
Coldstream Capital Management
Washington
$318K
GDP
122
Great Diamond Partners
Maine
$308K
PP
123
Prosperity Planning
Missouri
$307K
CFGA
124
Cambridge Financial Group (Arizona)
Arizona
$305K
JIR
125
James Investment Research
Ohio
$301K