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iShares iBonds Dec 2029 Term Treasury ETF

215 hedge funds and large institutions have $1.06B invested in iShares iBonds Dec 2029 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 117 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$33.4M
2 +$26.3M
3 +$17.2M
4
HWA
Heartwood Wealth Advisors
Virginia
+$9.63M
5
BlackRock
BlackRock
New York
+$8.79M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
Coldstream Capital Management
Washington
$316K
EW
152
Element Wealth
Mississippi
$314K
CF
153
Cyr Financial
Illinois
$308K
CFGA
154
Cambridge Financial Group (Arizona)
Arizona
$306K
OCG
155
Opus Capital Group
Ohio
$304K
AM
156
Atwater Malick
Pennsylvania
$303K
JIR
157
James Investment Research
Ohio
$299K
STA
158
Summit Trail Advisors
New York
$298K
CBT
159
Crews Bank & Trust
Florida
$297K
ML
160
MLP3 LLC
New Jersey
$290K
LFAS
161
Level Four Advisory Services
Texas
$285K
PS
162
Principal Securities
Iowa
$285K
LWM
163
Liberty Wealth Management
California
$283K
KOC
164
Koss-Olinger Consulting
Florida
$280K
ASN
165
Advisory Services Network
Georgia
$278K
ACM
166
Alamar Capital Management
California
$277K
CIAS
167
CFS Investment Advisory Services
New Jersey
$271K
Citadel Advisors
168
Citadel Advisors
Florida
$271K
JIP
169
Jaffetilchin Investment Partners
Florida
$268K
MAS
170
Madden Advisory Services
Florida
$268K
RCA
171
Resonant Capital Advisors
Wisconsin
$264K
CSIA
172
Conrad Siegel Investment Advisors
Pennsylvania
$261K
GPA
173
Guidance Point Advisors
Massachusetts
$259K
HFA
174
Highland Financial Advisors
New Jersey
$256K
BC
175
Barrett & Company
Rhode Island
$239K