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iShares iBonds Dec 2029 Term Treasury ETF

178 hedge funds and large institutions have $608M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 99 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
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
SPIA
151
Steward Partners Investment Advisory
New York
$185K
PWA
152
Physician Wealth Advisors
Utah
$157K
HPC
153
HM Payson & Co
Maine
$152K
CTWM
154
Cherry Tree Wealth Management
Minnesota
$138K
GRP
155
Global Retirement Partners
California
$126K
AUB
156
Atlantic Union Bankshares
Virginia
$112K
HC
157
Hara Capital
Washington
$106K
PB
158
Pinnacle Bancorp
Nebraska
$101K
LWA
159
Lowe Wealth Advisors
Maryland
$95.9K
US Bancorp
160
US Bancorp
Minnesota
$89.9K
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$81.7K
FPB
162
First PREMIER Bank
South Dakota
$78K
AWM
163
AllSquare Wealth Management
New York
$76.7K
BWL
164
Bogart Wealth LLC
Virginia
$70.3K
Comerica Bank
165
Comerica Bank
Texas
$66.9K
BOJHT
166
Bank of Jackson Hole Trust
Wyoming
$62.2K
TCM
167
TD Capital Management
Tennessee
$44.9K
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$38K
MA
169
MCF Advisors
Kentucky
$28.8K
ASN
170
Advisory Services Network
Georgia
$24K
HBW
171
Hazlett, Burt & Watson
West Virginia
$18K
OPTFSNA
172
Old Point Trust & Financial Services N A
Virginia
$15.4K
HNB
173
Huntington National Bank
Ohio
$13.5K
WANY
174
Wealthspire Advisors (New York)
New York
$10.3K
Fidelity Investments
175
Fidelity Investments
Massachusetts
$9.75K