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iShares iBonds Dec 2029 Term Treasury ETF

201 hedge funds and large institutions have $892M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 113 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

391% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 23

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

47% more capital invested

Capital invested by funds: $608M → $892M (+$284M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more funds holding

Funds holding: 178201 (+23)

3.71% more ownership

Funds ownership: 80.76%84.47% (+3.7%)

Holders
201
Holders Change
+23
Holders Change %
+12.92%
% of All Funds
2.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
38
Increased
113
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
151
Principal Securities
Iowa
$284K +$4.42K +201 +2%
ASN
152
Advisory Services Network
Georgia
$284K +$260K +11,836 +1,084%
LWM
153
Liberty Wealth Management
California
$283K +$2.88K +131 +1%
ACM
154
Alamar Capital Management
California
$279K +$279K +12,700 New
CIAS
155
CFS Investment Advisory Services
New Jersey
$272K +$273K +12,404 New
JIP
156
Jaffetilchin Investment Partners
Florida
$268K +$3.25K +148 +1%
RCA
157
Resonant Capital Advisors
Wisconsin
$265K
EW
158
Element Wealth
Mississippi
$261K +$747 +34 +0.3%
CSIA
159
Conrad Siegel Investment Advisors
Pennsylvania
$258K +$258K +11,754 New
HFA
160
Highland Financial Advisors
New Jersey
$257K
RFG
161
RFP Financial Group
Georgia
$256K -$279K -12,697 -52%
OBWP
162
O'Brien Wealth Partners
Massachusetts
$253K +$254K +11,541 New
GPA
163
Guidance Point Advisors
Massachusetts
$248K -$11.6K -526 -4%
TC
164
Trust Company
Kansas
$225K +$22 +1 +0%
AWM
165
Apollon Wealth Management
South Carolina
$222K +$1.3K +59 +0.6%
Lido Advisors
166
Lido Advisors
California
$220K
BMCM
167
Black Maple Capital Management
Wisconsin
$219K
FIA
168
Foundations Investment Advisors
Arizona
$209K +$209K +9,512 New
EWS
169
Evergreen Wealth Solutions
Pennsylvania
$208K
BPA
170
Beacon Pointe Advisors
California
$208K +$208K +9,459 New
WT
171
Washington Trust
Rhode Island
$205K
AGP
172
Autumn Glory Partners
Texas
$203K
Bank of New York Mellon
173
Bank of New York Mellon
New York
$201K -$9.27K -422 -4%
OPTFSNA
174
Old Point Trust & Financial Services N A
Virginia
$185K +$170K +7,736 +1,105%
PWA
175
Physician Wealth Advisors
Utah
$157K