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iShares iBonds Dec 2029 Term Treasury ETF

163 hedge funds and large institutions have $505M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+20
Holders Change %
+13.99%
% of All Funds
2.21%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
31
Increased
86
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
126
Belpointe Asset Management
Nevada
$230K -$22.4K -1,027 -9%
CIAS
127
CFS Investment Advisory Services
New Jersey
$229K +$229K +10,510 New
TC
128
Trust Company
Kansas
$223K +$51.2K +2,351 +30%
Goldman Sachs
129
Goldman Sachs
New York
$220K +$220K +10,125 New
BWM
130
BCS Wealth Management
Tennessee
$218K
AWM
131
Apollon Wealth Management
South Carolina
$217K +$217K +9,975 New
Lido Advisors
132
Lido Advisors
California
$217K +$479 +22 +0.2%
MPPLM
133
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$214K +$214K +9,842 New
GPA
134
Guidance Point Advisors
Massachusetts
$210K +$210K +9,653 New
EW
135
Element Wealth
Mississippi
$208K
EWS
136
Evergreen Wealth Solutions
Pennsylvania
$207K +$207K +9,500 New
AF
137
Allworth Financial
California
$200K -$6.39K -293 -3%
SPIA
138
Steward Partners Investment Advisory
New York
$196K -$98.7K -4,535 -34%
PWA
139
Physician Wealth Advisors
Utah
$156K +$53.8K +2,470 +53%
BC
140
Barrett & Company
Rhode Island
$134K +$31.6K +1,450 +31%
JPMorgan Chase & Co
141
JPMorgan Chase & Co
New York
$126K +$56.3K +2,587 +81%
LWA
142
Lowe Wealth Advisors
Maryland
$119K +$119K +5,447 New
SWC
143
Spectrum Wealth Counsel
Indiana
$115K
PTC
144
Private Trust Company
Ohio
$112K +$112K +5,151 New
CTWM
145
Cherry Tree Wealth Management
Minnesota
$107K +$11.7K +539 +12%
HC
146
Hara Capital
Washington
$105K
FPB
147
First PREMIER Bank
South Dakota
$79K
US Bancorp
148
US Bancorp
Minnesota
$78.3K
BOJHT
149
Bank of Jackson Hole Trust
Wyoming
$73.6K +$31.1K +1,432 +73%
BWL
150
Bogart Wealth LLC
Virginia
$69.8K