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iShares iBonds Dec 2029 Term Treasury ETF

200 hedge funds and large institutions have $891M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
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
CIAS
154
CFS Investment Advisory Services
New Jersey
$272K
JIP
155
Jaffetilchin Investment Partners
Florida
$268K
RCA
156
Resonant Capital Advisors
Wisconsin
$265K
EW
157
Element Wealth
Mississippi
$261K
CSIA
158
Conrad Siegel Investment Advisors
Pennsylvania
$258K
HFA
159
Highland Financial Advisors
New Jersey
$257K
RFG
160
RFP Financial Group
Georgia
$256K
OBWP
161
O'Brien Wealth Partners
Massachusetts
$253K
GPA
162
Guidance Point Advisors
Massachusetts
$248K
TC
163
Trust Company
Kansas
$225K
AWM
164
Apollon Wealth Management
South Carolina
$222K
Lido Advisors
165
Lido Advisors
California
$220K
BMCM
166
Black Maple Capital Management
Wisconsin
$219K
FIA
167
Foundations Investment Advisors
Arizona
$209K
EWS
168
Evergreen Wealth Solutions
Pennsylvania
$208K
BPA
169
Beacon Pointe Advisors
California
$208K
WT
170
Washington Trust
Rhode Island
$205K
AGP
171
Autumn Glory Partners
Texas
$203K
Bank of New York Mellon
172
Bank of New York Mellon
New York
$201K
OPTFSNA
173
Old Point Trust & Financial Services N A
Virginia
$185K
PWA
174
Physician Wealth Advisors
Utah
$157K
CTWM
175
Cherry Tree Wealth Management
Minnesota
$138K