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iShares iBonds Dec 2029 Term Treasury ETF

177 hedge funds and large institutions have $605M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
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
PP
126
Prosperity Planning
Missouri
$307K
CFGA
127
Cambridge Financial Group (Arizona)
Arizona
$305K
JIR
128
James Investment Research
Ohio
$301K
LWM
129
Liberty Wealth Management
California
$280K
PS
130
Principal Securities
Iowa
$280K
OCG
131
Opus Capital Group
Ohio
$274K
KPWS
132
Kestra Private Wealth Services
Texas
$270K
RCA
133
Resonant Capital Advisors
Wisconsin
$265K
JIP
134
Jaffetilchin Investment Partners
Florida
$265K
EW
135
Element Wealth
Mississippi
$261K
GPA
136
Guidance Point Advisors
Massachusetts
$260K
HFA
137
Highland Financial Advisors
New Jersey
$257K
PCA
138
Prosperity Capital Advisors
Ohio
$253K
HA
139
Hamel Associates
New Jersey
$248K
BC
140
Barrett & Company
Rhode Island
$234K
TC
141
Trust Company
Kansas
$225K
AWM
142
Apollon Wealth Management
South Carolina
$221K
Lido Advisors
143
Lido Advisors
California
$220K
BMCM
144
Black Maple Capital Management
Wisconsin
$220K
Bank of New York Mellon
145
Bank of New York Mellon
New York
$210K
EWS
146
Evergreen Wealth Solutions
Pennsylvania
$209K
WT
147
Washington Trust
Rhode Island
$206K
EH
148
Equitable Holdings
New York
$204K
AGP
149
Autumn Glory Partners
Texas
$203K
SPIA
150
Steward Partners Investment Advisory
New York
$185K