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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
Morgan Stanley
1
Morgan Stanley
New York
$74.6M +$66.6M +3,029,822 +818%
Bank of America
2
Bank of America
North Carolina
$48M +$33.1M +1,507,597 +221%
Wells Fargo
3
Wells Fargo
California
$44.2M +$11.5M +525,076 +35%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$43.1M +$20.2M +918,666 +88%
TPWA
5
TRUE Private Wealth Advisors
Oregon
$42.5M -$438K -19,950 -1%
BCM
6
Brookstone Capital Management
Illinois
$37.9M +$38M +1,728,453 New
Raymond James Financial
7
Raymond James Financial
Florida
$33M +$11.7M +531,273 +55%
UCFA
8
United Capital Financial Advisors
Texas
$23.2M +$5.5M +250,246 +31%
AAIM
9
Asset Advisors Investment Management
Georgia
$22.9M +$17.3M +789,073 +308%
UBS Group
10
UBS Group
Switzerland
$22.7M +$1.86M +84,609 +9%
HCM
11
Hengehold Capital Management
Ohio
$22M +$817K +37,182 +4%
Stifel Financial
12
Stifel Financial
Missouri
$20.9M +$1.13M +51,466 +6%
AP
13
Atwood & Palmer
Missouri
$20.4M +$495K +22,524 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$19.6M +$6.1M +277,424 +45%
JAG
15
Journey Advisory Group
Kentucky
$17M +$604K +27,488 +4%
BEI
16
Benjamin Edwards Inc
Missouri
$16.5M +$950K +43,230 +6%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$15.6M +$14.3M +651,588 +1,102%
DP
18
Denver PWM
Colorado
$15.1M
MA
19
MKT Advisors
California
$13.1M +$2.66M +120,942 +25%
LPL Financial
20
LPL Financial
California
$11.6M +$4.05M +184,299 +53%
LPT
21
Legacy Private Trust
Wisconsin
$11.5M +$2.01M +91,392 +21%
WMS
22
Wealth Management Strategies
Pennsylvania
$11.2M +$866K +39,384 +8%
KF
23
Krilogy Financial
Missouri
$10.9M +$10.1M +461,525 +1,297%
SWP
24
Stratos Wealth Partners
Ohio
$10.9M +$10.2M +463,718 +1,448%
PA
25
Probity Advisors
Texas
$9.6M +$571K +25,993 +6%