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iShares iBonds Dec 2029 Term Treasury ETF

162 hedge funds and large institutions have $543M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 89 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
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
CAL
151
Capital Analysts LLC
Pennsylvania
$47K
TCM
152
TD Capital Management
Tennessee
$44.4K
Comerica Bank
153
Comerica Bank
Texas
$39.4K
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$37.6K
AWM
155
AllSquare Wealth Management
New York
$20.4K
OPTFSNA
156
Old Point Trust & Financial Services N A
Virginia
$15.3K
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$14.5K
HNB
158
Huntington National Bank
Ohio
$13.5K
CAM
159
Costello Asset Management
Pennsylvania
$10.2K
Fidelity Investments
160
Fidelity Investments
Massachusetts
$9.44K
LCM
161
Logan Capital Management
Pennsylvania
$6.27K
CFD
162
Creative Financial Designs
Indiana
$3.33K
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$1.4K
EC
164
Estate Counselors
Wisconsin
1WM
165
1858 Wealth Management
Ohio
LF
166
LifePlan Financial
Minnesota
FWP
167
Forefront Wealth Partners
Texas
SL
168
SWMG LLC
Texas
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
RW
170
REDW Wealth
New Mexico
Goldman Sachs
171
Goldman Sachs
New York
BWM
172
BCS Wealth Management
Tennessee
PTC
173
Private Trust Company
Ohio
PA
174
PSI Advisors
Florida
GWSG
175
GPS Wealth Strategies Group
Colorado