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iShares iBonds Dec 2029 Term Treasury ETF

177 hedge funds and large institutions have $605M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
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
$437K
AQR Capital Management
102
AQR Capital Management
Connecticut
$435K
HBT
103
Heartland Bank & Trust
Illinois
$430K
GSB
104
Greenfield Savings Bank
Massachusetts
$425K
CB
105
CNB Bank
Pennsylvania
$405K
SAM
106
Smithbridge Asset Management
Pennsylvania
$404K
MML Investors Services
107
MML Investors Services
Massachusetts
$403K
JCM
108
Jacobi Capital Management
Pennsylvania
$402K
Focus Partners Wealth
109
Focus Partners Wealth
Massachusetts
$396K
CF
110
Cyr Financial
Illinois
$392K
PJSIMP
111
P.J. Schmidt Investment Management (PJS)
Wisconsin
$385K
CIA
112
Capital Investment Advisors
Georgia
$373K
KAS
113
Kestra Advisory Services
Texas
$367K
SWMG
114
Signature Wealth Management Group
Georgia
$366K
FWP
115
Forefront Wealth Partners
Texas
$355K
CBT
116
Crews Bank & Trust
Florida
$351K
MFG
117
Merit Financial Group
Georgia
$350K
TCA
118
Transcend Capital Advisors
New Jersey
$350K
KIM
119
Kestra Investment Management
Texas
$350K
CL
120
COWA LLC
Oklahoma
$345K
TWM
121
Trinity Wealth Management
Pennsylvania
$344K
FW
122
FullCircle Wealth
Texas
$344K
DWM
123
DecisionMap Wealth Management
Virginia
$343K
CCM
124
Coldstream Capital Management
Washington
$318K
GDP
125
Great Diamond Partners
Maine
$308K