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iShares iBonds Dec 2029 Term Treasury ETF

177 hedge funds and large institutions have $605M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
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
PWA
151
Physician Wealth Advisors
Utah
$157K
HPC
152
HM Payson & Co
Maine
$152K
CTWM
153
Cherry Tree Wealth Management
Minnesota
$138K
GRP
154
Global Retirement Partners
California
$126K
AUB
155
Atlantic Union Bankshares
Virginia
$112K
HC
156
Hara Capital
Washington
$106K
PB
157
Pinnacle Bancorp
Nebraska
$101K
LWA
158
Lowe Wealth Advisors
Maryland
$95.9K
US Bancorp
159
US Bancorp
Minnesota
$89.9K
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$81.7K
FPB
161
First PREMIER Bank
South Dakota
$78K
AWM
162
AllSquare Wealth Management
New York
$76.7K
BWL
163
Bogart Wealth LLC
Virginia
$70.3K
Comerica Bank
164
Comerica Bank
Texas
$66.9K
BOJHT
165
Bank of Jackson Hole Trust
Wyoming
$62.2K
TCM
166
TD Capital Management
Tennessee
$44.9K
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$38K
MA
168
MCF Advisors
Kentucky
$28.8K
ASN
169
Advisory Services Network
Georgia
$24K
HBW
170
Hazlett, Burt & Watson
West Virginia
$18K
OPTFSNA
171
Old Point Trust & Financial Services N A
Virginia
$15.4K
HNB
172
Huntington National Bank
Ohio
$13.5K
WANY
173
Wealthspire Advisors (New York)
New York
$10.3K
Fidelity Investments
174
Fidelity Investments
Massachusetts
$9.75K
LCM
175
Logan Capital Management
Pennsylvania
$6.85K