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iShares iBonds Dec 2029 Term Treasury ETF

159 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, 88 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
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
PJSIMP
101
P.J. Schmidt Investment Management (PJS)
Wisconsin
$384K
CIA
102
Capital Investment Advisors
Georgia
$372K
TCA
103
Transcend Capital Advisors
New Jersey
$349K
MPPLM
104
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$348K
CL
105
COWA LLC
Oklahoma
$345K
TWM
106
Trinity Wealth Management
Pennsylvania
$343K
FW
107
FullCircle Wealth
Texas
$343K
DWM
108
DecisionMap Wealth Management
Virginia
$343K
MFG
109
Merit Financial Group
Georgia
$333K
CF
110
Cyr Financial
Illinois
$331K
CCM
111
Coldstream Capital Management
Washington
$311K
CBT
112
Crews Bank & Trust
Florida
$310K
PP
113
Prosperity Planning
Missouri
$307K
CFGA
114
Cambridge Financial Group (Arizona)
Arizona
$304K
JIR
115
James Investment Research
Ohio
$300K
SWP
116
Summit Wealth Partners
Florida
$282K
PS
117
Principal Securities
Iowa
$279K
LWM
118
Liberty Wealth Management
California
$277K
RCA
119
Resonant Capital Advisors
Wisconsin
$265K
JIP
120
Jaffetilchin Investment Partners
Florida
$262K
EW
121
Element Wealth
Mississippi
$260K
HFA
122
Highland Financial Advisors
New Jersey
$256K
KAS
123
Kestra Advisory Services
Texas
$254K
Bank of New York Mellon
124
Bank of New York Mellon
New York
$239K
HA
125
Hamel Associates
New Jersey
$238K