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iShares iBonds Dec 2029 Term Treasury ETF

178 hedge funds and large institutions have $608M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 99 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
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
GDP
126
Great Diamond Partners
Maine
$308K
PP
127
Prosperity Planning
Missouri
$307K
CFGA
128
Cambridge Financial Group (Arizona)
Arizona
$305K
JIR
129
James Investment Research
Ohio
$301K
LWM
130
Liberty Wealth Management
California
$280K
PS
131
Principal Securities
Iowa
$280K
OCG
132
Opus Capital Group
Ohio
$274K
KPWS
133
Kestra Private Wealth Services
Texas
$270K
RCA
134
Resonant Capital Advisors
Wisconsin
$265K
JIP
135
Jaffetilchin Investment Partners
Florida
$265K
EW
136
Element Wealth
Mississippi
$261K
GPA
137
Guidance Point Advisors
Massachusetts
$260K
HFA
138
Highland Financial Advisors
New Jersey
$257K
PCA
139
Prosperity Capital Advisors
Ohio
$253K
HA
140
Hamel Associates
New Jersey
$248K
BC
141
Barrett & Company
Rhode Island
$234K
TC
142
Trust Company
Kansas
$225K
AWM
143
Apollon Wealth Management
South Carolina
$221K
Lido Advisors
144
Lido Advisors
California
$220K
BMCM
145
Black Maple Capital Management
Wisconsin
$220K
Bank of New York Mellon
146
Bank of New York Mellon
New York
$210K
EWS
147
Evergreen Wealth Solutions
Pennsylvania
$209K
WT
148
Washington Trust
Rhode Island
$206K
EH
149
Equitable Holdings
New York
$204K
AGP
150
Autumn Glory Partners
Texas
$203K