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iShares iBonds Dec 2029 Term Treasury ETF

201 hedge funds and large institutions have $892M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 113 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

391% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 23

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

47% more capital invested

Capital invested by funds: $608M → $892M (+$284M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more funds holding

Funds holding: 178201 (+23)

3.71% more ownership

Funds ownership: 80.76%84.47% (+3.7%)

Holders
201
Holders Change
+23
Holders Change %
+12.92%
% of All Funds
2.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
38
Increased
113
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
126
Merit Financial Group
Georgia
$395K +$45.5K +2,071 +13%
GDP
127
Great Diamond Partners
Maine
$377K +$69.1K +3,145 +22%
PJSIMP
128
P.J. Schmidt Investment Management (PJS)
Wisconsin
$374K -$10.7K -486 -3%
MWM
129
Madrid Wealth Management
New Mexico
$371K +$371K +16,901 New
SWMG
130
Signature Wealth Management Group
Georgia
$365K
OIA
131
OneDigital Investment Advisors
Kansas
$365K +$366K +16,651 New
T
132
Tableaux
Massachusetts
$359K -$82.3K -3,747 -19%
PCIA
133
Prime Capital Investment Advisors
Kansas
$357K +$358K +16,278 New
TCA
134
Transcend Capital Advisors
New Jersey
$349K
KIM
135
Kestra Investment Management
Texas
$349K +$44 +2 +0%
DWM
136
DecisionMap Wealth Management
Virginia
$347K +$4.13K +188 +1%
CL
137
COWA LLC
Oklahoma
$345K
TWM
138
Trinity Wealth Management
Pennsylvania
$344K
PP
139
Prosperity Planning
Missouri
$342K
BC
140
Barrett & Company
Rhode Island
$340K +$106K +4,813 +45%
CF
141
Cyr Financial
Illinois
$339K -$52.5K -2,391 -13%
CCM
142
Coldstream Capital Management
Washington
$318K
OCG
143
Opus Capital Group
Ohio
$305K +$30.8K +1,400 +11%
CA
144
CGN Advisors
Kansas
$302K +$302K +13,739 New
JIR
145
James Investment Research
Ohio
$301K
CFGA
146
Cambridge Financial Group (Arizona)
Arizona
$299K +$2.66K +121 +0.9%
CBT
147
Crews Bank & Trust
Florida
$298K -$52.7K -2,400 -15%
ML
148
MLP3 LLC
New Jersey
$291K +$291K +13,240 New
GRP
149
Global Retirement Partners
California
$287K +$160K +7,301 +127%
LFAS
150
Level Four Advisory Services
Texas
$286K +$287K +13,052 New