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iShares iBonds Dec 2029 Term Treasury ETF

178 hedge funds and large institutions have $608M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 99 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
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
T
101
Tableaux
Massachusetts
$442K
HI
102
Harbour Investments
Wisconsin
$437K
AQR Capital Management
103
AQR Capital Management
Connecticut
$435K
HBT
104
Heartland Bank & Trust
Illinois
$430K
GSB
105
Greenfield Savings Bank
Massachusetts
$425K
CB
106
CNB Bank
Pennsylvania
$405K
SAM
107
Smithbridge Asset Management
Pennsylvania
$404K
MML Investors Services
108
MML Investors Services
Massachusetts
$403K
JCM
109
Jacobi Capital Management
Pennsylvania
$402K
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$396K
CF
111
Cyr Financial
Illinois
$392K
PJSIMP
112
P.J. Schmidt Investment Management (PJS)
Wisconsin
$385K
CIA
113
Capital Investment Advisors
Georgia
$373K
KAS
114
Kestra Advisory Services
Texas
$367K
SWMG
115
Signature Wealth Management Group
Georgia
$366K
FWP
116
Forefront Wealth Partners
Texas
$355K
CBT
117
Crews Bank & Trust
Florida
$351K
MFG
118
Merit Financial Group
Georgia
$350K
TCA
119
Transcend Capital Advisors
New Jersey
$350K
KIM
120
Kestra Investment Management
Texas
$350K
CL
121
COWA LLC
Oklahoma
$345K
TWM
122
Trinity Wealth Management
Pennsylvania
$344K
FW
123
FullCircle Wealth
Texas
$344K
DWM
124
DecisionMap Wealth Management
Virginia
$343K
CCM
125
Coldstream Capital Management
Washington
$318K