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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
Holders
201
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
PS
151
Principal Securities
Iowa
$284K
ASN
152
Advisory Services Network
Georgia
$284K
LWM
153
Liberty Wealth Management
California
$283K
ACM
154
Alamar Capital Management
California
$279K
CIAS
155
CFS Investment Advisory Services
New Jersey
$272K
JIP
156
Jaffetilchin Investment Partners
Florida
$268K
RCA
157
Resonant Capital Advisors
Wisconsin
$265K
EW
158
Element Wealth
Mississippi
$261K
CSIA
159
Conrad Siegel Investment Advisors
Pennsylvania
$258K
HFA
160
Highland Financial Advisors
New Jersey
$257K
RFG
161
RFP Financial Group
Georgia
$256K
OBWP
162
O'Brien Wealth Partners
Massachusetts
$253K
GPA
163
Guidance Point Advisors
Massachusetts
$248K
TC
164
Trust Company
Kansas
$225K
AWM
165
Apollon Wealth Management
South Carolina
$222K
Lido Advisors
166
Lido Advisors
California
$220K
BMCM
167
Black Maple Capital Management
Wisconsin
$219K
FIA
168
Foundations Investment Advisors
Arizona
$209K
EWS
169
Evergreen Wealth Solutions
Pennsylvania
$208K
BPA
170
Beacon Pointe Advisors
California
$208K
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
OPTFSNA
174
Old Point Trust & Financial Services N A
Virginia
$185K
PWA
175
Physician Wealth Advisors
Utah
$157K