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iShares iBonds Dec 2029 Term Treasury ETF

173 hedge funds and large institutions have $600M 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, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
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
LWM
126
Liberty Wealth Management
California
$280K
PS
127
Principal Securities
Iowa
$280K
OCG
128
Opus Capital Group
Ohio
$274K
KPWS
129
Kestra Private Wealth Services
Texas
$270K
RCA
130
Resonant Capital Advisors
Wisconsin
$265K
JIP
131
Jaffetilchin Investment Partners
Florida
$265K
EW
132
Element Wealth
Mississippi
$261K
GPA
133
Guidance Point Advisors
Massachusetts
$260K
HFA
134
Highland Financial Advisors
New Jersey
$257K
PCA
135
Prosperity Capital Advisors
Ohio
$253K
HA
136
Hamel Associates
New Jersey
$248K
BC
137
Barrett & Company
Rhode Island
$234K
TC
138
Trust Company
Kansas
$225K
AWM
139
Apollon Wealth Management
South Carolina
$221K
Lido Advisors
140
Lido Advisors
California
$220K
BMCM
141
Black Maple Capital Management
Wisconsin
$220K
Bank of New York Mellon
142
Bank of New York Mellon
New York
$210K
EWS
143
Evergreen Wealth Solutions
Pennsylvania
$209K
WT
144
Washington Trust
Rhode Island
$206K
EH
145
Equitable Holdings
New York
$204K
AGP
146
Autumn Glory Partners
Texas
$203K
SPIA
147
Steward Partners Investment Advisory
New York
$185K
PWA
148
Physician Wealth Advisors
Utah
$157K
HPC
149
HM Payson & Co
Maine
$152K
CTWM
150
Cherry Tree Wealth Management
Minnesota
$138K