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iShares iBonds Dec 2029 Term Treasury ETF

200 hedge funds and large institutions have $891M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
MFG
126
Merit Financial Group
Georgia
$395K
GDP
127
Great Diamond Partners
Maine
$377K
PJSIMP
128
P.J. Schmidt Investment Management (PJS)
Wisconsin
$374K
MWM
129
Madrid Wealth Management
New Mexico
$371K
SWMG
130
Signature Wealth Management Group
Georgia
$365K
OIA
131
OneDigital Investment Advisors
Kansas
$365K
T
132
Tableaux
Massachusetts
$359K
PCIA
133
Prime Capital Investment Advisors
Kansas
$357K
TCA
134
Transcend Capital Advisors
New Jersey
$349K
KIM
135
Kestra Investment Management
Texas
$349K
DWM
136
DecisionMap Wealth Management
Virginia
$347K
CL
137
COWA LLC
Oklahoma
$345K
TWM
138
Trinity Wealth Management
Pennsylvania
$344K
PP
139
Prosperity Planning
Missouri
$342K
BC
140
Barrett & Company
Rhode Island
$340K
CF
141
Cyr Financial
Illinois
$339K
CCM
142
Coldstream Capital Management
Washington
$318K
OCG
143
Opus Capital Group
Ohio
$305K
CA
144
CGN Advisors
Kansas
$302K
JIR
145
James Investment Research
Ohio
$301K
CFGA
146
Cambridge Financial Group (Arizona)
Arizona
$299K
CBT
147
Crews Bank & Trust
Florida
$298K
ML
148
MLP3 LLC
New Jersey
$291K
GRP
149
Global Retirement Partners
California
$287K
LFAS
150
Level Four Advisory Services
Texas
$286K