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iShares iBonds Dec 2029 Term Treasury ETF

175 hedge funds and large institutions have $603M 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, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
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
HPC
151
HM Payson & Co
Maine
$152K
CTWM
152
Cherry Tree Wealth Management
Minnesota
$138K
GRP
153
Global Retirement Partners
California
$126K
AUB
154
Atlantic Union Bankshares
Virginia
$112K
HC
155
Hara Capital
Washington
$106K
PB
156
Pinnacle Bancorp
Nebraska
$101K
LWA
157
Lowe Wealth Advisors
Maryland
$95.9K
US Bancorp
158
US Bancorp
Minnesota
$89.9K
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$81.7K
FPB
160
First PREMIER Bank
South Dakota
$78K
BWL
161
Bogart Wealth LLC
Virginia
$70.3K
Comerica Bank
162
Comerica Bank
Texas
$66.9K
BOJHT
163
Bank of Jackson Hole Trust
Wyoming
$62.2K
TCM
164
TD Capital Management
Tennessee
$44.9K
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$38K
MA
166
MCF Advisors
Kentucky
$28.8K
ASN
167
Advisory Services Network
Georgia
$24K
HBW
168
Hazlett, Burt & Watson
West Virginia
$18K
OPTFSNA
169
Old Point Trust & Financial Services N A
Virginia
$15.4K
HNB
170
Huntington National Bank
Ohio
$13.5K
WANY
171
Wealthspire Advisors (New York)
New York
$10.3K
Fidelity Investments
172
Fidelity Investments
Massachusetts
$9.75K
LCM
173
Logan Capital Management
Pennsylvania
$6.85K
GWSG
174
GPS Wealth Strategies Group
Colorado
$6.21K
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$1.41K