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iShares iBonds Dec 2029 Term Treasury ETF

201 hedge funds and large institutions have $892M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 113 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

391% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 23

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

47% more capital invested

Capital invested by funds: $608M → $892M (+$284M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more funds holding

Funds holding: 178201 (+23)

3.71% more ownership

Funds ownership: 80.76%84.47% (+3.7%)

Holders
201
Holders Change
+23
Holders Change %
+12.92%
% of All Funds
2.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
38
Increased
113
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFB
101
STAR Financial Bank
Indiana
$630K -$13.5K -616 -2%
SPWM
102
Straight Path Wealth Management
Michigan
$620K +$621K +28,253 New
BSTWA
103
Blake Schutter Theil Wealth Advisors
Ohio
$605K +$75.3K +3,425 +14%
AQR Capital Management
104
AQR Capital Management
Connecticut
$591K +$157K +7,153 +36%
LAM
105
L2 Asset Management
Massachusetts
$582K +$63.9K +2,906 +12%
GHA
106
Granite Harbor Advisors
Texas
$578K +$41.4K +1,886 +8%
DSC
107
Duncker Streett & Co
Missouri
$577K
Jane Street
108
Jane Street
New York
$557K +$558K +25,388 New
OPA
109
Old Port Advisors
Maine
$548K -$32.7K -1,490 -6%
HI
110
Harbour Investments
Wisconsin
$540K +$104K +4,713 +24%
SRC
111
Shufro Rose & Co
New York
$540K +$92.7K +4,217 +21%
WFMPM
112
Woodley Farra Manion Portfolio Management
Indiana
$530K +$530K +24,135 New
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$501K -$17.7M -807,062 -97%
Cerity Partners
114
Cerity Partners
New York
$488K +$14.1K +643 +3%
DAS
115
Daybright Advisory Services
Florida
$466K +$467K +21,251 New
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$457K +$376K +17,096 +460%
KAS
117
Kestra Advisory Services
Texas
$455K +$88.1K +4,010 +24%
APW
118
Austin Private Wealth
Texas
$450K -$19.1K -867 -4%
MML Investors Services
119
MML Investors Services
Massachusetts
$436K +$33.3K +1,517 +8%
JCM
120
Jacobi Capital Management
Pennsylvania
$430K +$28.4K +1,293 +7%
HBT
121
Heartland Bank & Trust
Illinois
$430K
Focus Partners Wealth
122
Focus Partners Wealth
Massachusetts
$429K +$33.5K +1,525 +8%
WP
123
Walleye Partners
Wisconsin
$416K +$417K +18,955 New
KPWS
124
Kestra Private Wealth Services
Texas
$402K +$132K +5,998 +49%
IAA
125
Independent Advisor Alliance
North Carolina
$397K +$397K +18,087 New