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iShares iBonds Dec 2029 Term Treasury ETF

159 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, 88 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
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
PWS
126
Precision Wealth Strategies
Missouri
$231K
TC
127
Trust Company
Kansas
$225K
AWM
128
Apollon Wealth Management
South Carolina
$220K
Lido Advisors
129
Lido Advisors
California
$219K
NG
130
Northstar Group
New York
$213K
GPA
131
Guidance Point Advisors
Massachusetts
$212K
SPIA
132
Steward Partners Investment Advisory
New York
$209K
EWS
133
Evergreen Wealth Solutions
Pennsylvania
$208K
WT
134
Washington Trust
Rhode Island
$205K
CIAS
135
CFS Investment Advisory Services
New Jersey
$203K
BC
136
Barrett & Company
Rhode Island
$181K
PWA
137
Physician Wealth Advisors
Utah
$157K
HPC
138
HM Payson & Co
Maine
$152K
CTWM
139
Cherry Tree Wealth Management
Minnesota
$132K
HC
140
Hara Capital
Washington
$106K
LWA
141
Lowe Wealth Advisors
Maryland
$95.8K
US Bancorp
142
US Bancorp
Minnesota
$89.8K
FPB
143
First PREMIER Bank
South Dakota
$78K
BOJHT
144
Bank of Jackson Hole Trust
Wyoming
$74.3K
BWL
145
Bogart Wealth LLC
Virginia
$70.2K
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
$64.3K
GRP
147
Global Retirement Partners
California
$50.2K
CAL
148
Capital Analysts LLC
Pennsylvania
$47K
TCM
149
TD Capital Management
Tennessee
$44.4K
Comerica Bank
150
Comerica Bank
Texas
$39.4K