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iShares iBonds Dec 2029 Term Treasury ETF

159 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, 88 increasing their positions, 36 reducing their positions, and 15 closing their positions.

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