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iShares iBonds Dec 2029 Term Treasury ETF

162 hedge funds and large institutions have $543M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 89 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
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
PCA
126
Prosperity Capital Advisors
Ohio
$250K
Bank of New York Mellon
127
Bank of New York Mellon
New York
$239K
HA
128
Hamel Associates
New Jersey
$238K
PWS
129
Precision Wealth Strategies
Missouri
$231K
TC
130
Trust Company
Kansas
$225K
AWM
131
Apollon Wealth Management
South Carolina
$220K
Lido Advisors
132
Lido Advisors
California
$219K
NG
133
Northstar Group
New York
$213K
GPA
134
Guidance Point Advisors
Massachusetts
$212K
SPIA
135
Steward Partners Investment Advisory
New York
$209K
EWS
136
Evergreen Wealth Solutions
Pennsylvania
$208K
WT
137
Washington Trust
Rhode Island
$205K
CIAS
138
CFS Investment Advisory Services
New Jersey
$203K
BC
139
Barrett & Company
Rhode Island
$181K
PWA
140
Physician Wealth Advisors
Utah
$157K
HPC
141
HM Payson & Co
Maine
$152K
CTWM
142
Cherry Tree Wealth Management
Minnesota
$132K
HC
143
Hara Capital
Washington
$106K
LWA
144
Lowe Wealth Advisors
Maryland
$95.8K
US Bancorp
145
US Bancorp
Minnesota
$89.8K
FPB
146
First PREMIER Bank
South Dakota
$78K
BOJHT
147
Bank of Jackson Hole Trust
Wyoming
$74.3K
BWL
148
Bogart Wealth LLC
Virginia
$70.2K
JP Morgan Chase
149
JP Morgan Chase
New York
$64.3K
GRP
150
Global Retirement Partners
California
$50.2K