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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
CTWM
176
Cherry Tree Wealth Management
Minnesota
$138K
SPIA
177
Steward Partners Investment Advisory
New York
$115K -$70.6K -3,211 -38%
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 +$96K +4,369 New
US Bancorp
182
US Bancorp
Minnesota
$89.9K
CB
183
CNB Bank
Pennsylvania
$79.4K -$326K -14,812 -80%
FPB
184
First PREMIER Bank
South Dakota
$79K +$527 +24 +0.7%
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 +$61.3K +2,790 New
Comerica Bank
188
Comerica Bank
Texas
$60.1K -$6.81K -310 -10%
HA
189
Hyposwiss Advisors
$50K +$50.1K +2,280 New
KBFS
190
Kohmann Bosshard Financial Services
Ohio
$48.5K +$48.5K +2,209 New
TCM
191
TD Capital Management
Tennessee
$45.5K +$571 +26 +1%
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$38.5K +$462 +21 +1%
MA
193
MCF Advisors
Kentucky
$29.3K +$505 +23 +2%
CFG
194
Clayton Financial Group
Missouri
$22.9K +$22.9K +1,043 New
RF
195
Robbins Farley
New Hampshire
$20K +$20K +912 New
HBW
196
Hazlett, Burt & Watson
West Virginia
$18K +$220 +10 +1%
HNB
197
Huntington National Bank
Ohio
$13.5K
Fidelity Investments
198
Fidelity Investments
Massachusetts
$9.74K
GWM
199
Gilpin Wealth Management
Colorado
$8.52K +$8.53K +388 New
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$7.18K +$7.19K +327 New