IBTJ icon

iShares iBonds Dec 2029 Term Treasury ETF

162 hedge funds and large institutions have $543M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 89 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
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
HI
101
Harbour Investments
Wisconsin
$398K
Focus Partners Wealth
102
Focus Partners Wealth
Massachusetts
$391K
PJSIMP
103
P.J. Schmidt Investment Management (PJS)
Wisconsin
$384K
CIA
104
Capital Investment Advisors
Georgia
$372K
TCA
105
Transcend Capital Advisors
New Jersey
$349K
MPPLM
106
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$348K
CL
107
COWA LLC
Oklahoma
$345K
TWM
108
Trinity Wealth Management
Pennsylvania
$343K
FW
109
FullCircle Wealth
Texas
$343K
DWM
110
DecisionMap Wealth Management
Virginia
$343K
MFG
111
Merit Financial Group
Georgia
$333K
CF
112
Cyr Financial
Illinois
$331K
CCM
113
Coldstream Capital Management
Washington
$311K
CBT
114
Crews Bank & Trust
Florida
$310K
PP
115
Prosperity Planning
Missouri
$307K
CFGA
116
Cambridge Financial Group (Arizona)
Arizona
$304K
JIR
117
James Investment Research
Ohio
$300K
SWP
118
Summit Wealth Partners
Florida
$282K
PS
119
Principal Securities
Iowa
$279K
LWM
120
Liberty Wealth Management
California
$277K
RCA
121
Resonant Capital Advisors
Wisconsin
$265K
JIP
122
Jaffetilchin Investment Partners
Florida
$262K
EW
123
Element Wealth
Mississippi
$260K
HFA
124
Highland Financial Advisors
New Jersey
$256K
KAS
125
Kestra Advisory Services
Texas
$254K