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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
CTWM
176
Cherry Tree Wealth Management
Minnesota
$138K
SPIA
177
Steward Partners Investment Advisory
New York
$115K
AUB
178
Atlantic Union Bankshares
Virginia
$112K
HC
179
Hara Capital
Washington
$106K
PB
180
Pinnacle Bancorp
Nebraska
$101K
MCM
181
MAI Capital Management
Ohio
$95.9K
US Bancorp
182
US Bancorp
Minnesota
$89.9K
CB
183
CNB Bank
Pennsylvania
$79.4K
FPB
184
First PREMIER Bank
South Dakota
$79K
BWL
185
Bogart Wealth LLC
Virginia
$70.3K
BOJHT
186
Bank of Jackson Hole Trust
Wyoming
$62.2K
HNW
187
High Note Wealth
Minnesota
$61.2K
Comerica Bank
188
Comerica Bank
Texas
$60.1K
HA
189
Hyposwiss Advisors
$50K
KBFS
190
Kohmann Bosshard Financial Services
Ohio
$48.5K
TCM
191
TD Capital Management
Tennessee
$45.5K
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$38.5K
MA
193
MCF Advisors
Kentucky
$29.3K
CFG
194
Clayton Financial Group
Missouri
$22.9K
RF
195
Robbins Farley
New Hampshire
$20K
HBW
196
Hazlett, Burt & Watson
West Virginia
$18K
HNB
197
Huntington National Bank
Ohio
$13.5K
Fidelity Investments
198
Fidelity Investments
Massachusetts
$9.74K
GWM
199
Gilpin Wealth Management
Colorado
$8.52K
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$7.18K