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iShares iBonds Dec 2029 Term Treasury ETF

175 hedge funds and large institutions have $603M 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, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
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
AQR Capital Management
101
AQR Capital Management
Connecticut
$435K
HBT
102
Heartland Bank & Trust
Illinois
$430K
GSB
103
Greenfield Savings Bank
Massachusetts
$425K
CB
104
CNB Bank
Pennsylvania
$405K
SAM
105
Smithbridge Asset Management
Pennsylvania
$404K
MML Investors Services
106
MML Investors Services
Massachusetts
$403K
JCM
107
Jacobi Capital Management
Pennsylvania
$402K
Focus Partners Wealth
108
Focus Partners Wealth
Massachusetts
$396K
CF
109
Cyr Financial
Illinois
$392K
PJSIMP
110
P.J. Schmidt Investment Management (PJS)
Wisconsin
$385K
CIA
111
Capital Investment Advisors
Georgia
$373K
KAS
112
Kestra Advisory Services
Texas
$367K
SWMG
113
Signature Wealth Management Group
Georgia
$366K
FWP
114
Forefront Wealth Partners
Texas
$355K
CBT
115
Crews Bank & Trust
Florida
$351K
MFG
116
Merit Financial Group
Georgia
$350K
TCA
117
Transcend Capital Advisors
New Jersey
$350K
KIM
118
Kestra Investment Management
Texas
$350K
CL
119
COWA LLC
Oklahoma
$345K
TWM
120
Trinity Wealth Management
Pennsylvania
$344K
FW
121
FullCircle Wealth
Texas
$344K
DWM
122
DecisionMap Wealth Management
Virginia
$343K
CCM
123
Coldstream Capital Management
Washington
$318K
GDP
124
Great Diamond Partners
Maine
$308K
PP
125
Prosperity Planning
Missouri
$307K