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iShares iBonds Dec 2029 Term Treasury ETF

173 hedge funds and large institutions have $600M 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, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
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
GRP
151
Global Retirement Partners
California
$126K
AUB
152
Atlantic Union Bankshares
Virginia
$112K
HC
153
Hara Capital
Washington
$106K
PB
154
Pinnacle Bancorp
Nebraska
$101K
LWA
155
Lowe Wealth Advisors
Maryland
$95.9K
US Bancorp
156
US Bancorp
Minnesota
$89.9K
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$81.7K
FPB
158
First PREMIER Bank
South Dakota
$78K
BWL
159
Bogart Wealth LLC
Virginia
$70.3K
Comerica Bank
160
Comerica Bank
Texas
$66.9K
BOJHT
161
Bank of Jackson Hole Trust
Wyoming
$62.2K
TCM
162
TD Capital Management
Tennessee
$44.9K
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$38K
MA
164
MCF Advisors
Kentucky
$28.8K
ASN
165
Advisory Services Network
Georgia
$24K
HBW
166
Hazlett, Burt & Watson
West Virginia
$18K
OPTFSNA
167
Old Point Trust & Financial Services N A
Virginia
$15.4K
HNB
168
Huntington National Bank
Ohio
$13.5K
WANY
169
Wealthspire Advisors (New York)
New York
$10.3K
Fidelity Investments
170
Fidelity Investments
Massachusetts
$9.75K
LCM
171
Logan Capital Management
Pennsylvania
$6.85K
GWSG
172
GPS Wealth Strategies Group
Colorado
$6.21K
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$1.41K
JP Morgan Chase
174
JP Morgan Chase
New York
$220
WWM
175
Whalen Wealth Management
Nevada