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iShares iBonds Dec 2029 Term Treasury ETF

175 hedge funds and large institutions have $603M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
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
CFGA
126
Cambridge Financial Group (Arizona)
Arizona
$305K
JIR
127
James Investment Research
Ohio
$301K
LWM
128
Liberty Wealth Management
California
$280K
PS
129
Principal Securities
Iowa
$280K
OCG
130
Opus Capital Group
Ohio
$274K
KPWS
131
Kestra Private Wealth Services
Texas
$270K
RCA
132
Resonant Capital Advisors
Wisconsin
$265K
JIP
133
Jaffetilchin Investment Partners
Florida
$265K
EW
134
Element Wealth
Mississippi
$261K
GPA
135
Guidance Point Advisors
Massachusetts
$260K
HFA
136
Highland Financial Advisors
New Jersey
$257K
PCA
137
Prosperity Capital Advisors
Ohio
$253K
HA
138
Hamel Associates
New Jersey
$248K
BC
139
Barrett & Company
Rhode Island
$234K
TC
140
Trust Company
Kansas
$225K
AWM
141
Apollon Wealth Management
South Carolina
$221K
Lido Advisors
142
Lido Advisors
California
$220K
BMCM
143
Black Maple Capital Management
Wisconsin
$220K
Bank of New York Mellon
144
Bank of New York Mellon
New York
$210K
EWS
145
Evergreen Wealth Solutions
Pennsylvania
$209K
WT
146
Washington Trust
Rhode Island
$206K
EH
147
Equitable Holdings
New York
$204K
AGP
148
Autumn Glory Partners
Texas
$203K
SPIA
149
Steward Partners Investment Advisory
New York
$185K
PWA
150
Physician Wealth Advisors
Utah
$157K