Funds holding iShares iBonds Dec 2029 Term C
ISIN US46436E2054 · United States · LEI 549300O4632FCSLM7T54
- Fund holders
- 3
- Of which ETFs
- 2 1 other fund
- Value held
- 163.9M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Aptus Defined Risk ETF ETF Series Solutions | 6,424,357 | 149.4M $ | 10.09 % | as of Apr 30, 2026 ↗ |
| Advisors Capital Tactical Fixed Income Fund NEIMAN FUNDS | 623,000 | 14.5M $ | 7.43 % | as of Mar 31, 2026 ↗ |
| Fundamentals First ETF Mason Capital Fund Trust | 3,412 | 79.4K $ | 1.26 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Aptus Defined Risk ETF ETF Series Solutions | 10.09 % | as of Apr 30, 2026 ↗ |
| Advisors Capital Tactical Fixed Income Fund NEIMAN FUNDS | 7.43 % | as of Mar 31, 2026 ↗ |
| Fundamentals First ETF Mason Capital Fund Trust | 1.26 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 3 | 0 | 7,050,769 | -3.6 % |
| 2026Q1 | 3 | 0 | 7,314,583 | +4.2 % |
| 2025Q4 | 3 | 0 | 7,017,623 | +23.4 % |
| 2025Q3 | 3 | 0 | 5,687,590 | +8.3 % |
| 2025Q2 | 3 | +1 | 5,251,417 | +1,299.4 % |
| 2025Q1 | 2 | -1 | 375,260 | -90.1 % |
| 2024Q4 | 3 | 0 | 3,798,857 | +36.8 % |
| 2024Q3 | 3 | 0 | 2,777,463 | +23.2 % |
| 2024Q2 | 3 | +2 | 2,254,331 | +767.1 % |
| 2024Q1 | 1 | -8 | 260,000 | -86.5 % |
| 2023Q4 | 9 | 1,930,810 |
Institutional managers
383 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 7,313,604 | 170.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 6,692,831 | 155.7M $ | as of Mar 31, 2026 |
| Aptus Capital Advisors, LLC | 6,381,013 | 148.4M $ | as of Mar 31, 2026 |
| CAPITAL ADVISORS INC/OK | 5,083,616 | 118.2M $ | as of Mar 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | 5,033,782 | 117.1M $ | as of Mar 31, 2026 |
| SHUFRO ROSE & CO LLC | 3,978,128 | 92.5M $ | as of Mar 31, 2026 |
| Capital Investment Advisors, LLC | 3,864,206 | 89.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 3,681,557 | 85.6M $ | as of Mar 31, 2026 |
| Lido Advisors, LLC | 3,267,016 | 76M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 3,172,199 | 73.8M $ | as of Mar 31, 2026 |
| HM PAYSON & CO | 2,827,401 | 65.8M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 2,383,159 | 55.4M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 2,340,571 | 54.4M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 2,125,189 | 49.4M $ | as of Mar 31, 2026 |
| SUMMITRY LLC | 1,905,503 | 44.3M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 1,864,585 | 43.4M $ | as of Mar 31, 2026 |
| Sound View Wealth Advisors Group, LLC | 1,766,350 | 41.1M $ | as of Mar 31, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | 1,751,750 | 40.7M $ | as of Mar 31, 2026 |
| Klingman & Associates, LLC | 1,580,678 | 36.8M $ | as of Mar 31, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | 1,543,187 | 35.9M $ | as of Mar 31, 2026 |
| Gratus Wealth Advisors, LLC | 1,509,083 | 35.1M $ | as of Mar 31, 2026 |
| Venture Visionary Partners LLC | 1,493,666 | 34.7M $ | as of Mar 31, 2026 |
| Wealthcare Advisory Partners LLC | 1,182,371 | 27.5M $ | as of Mar 31, 2026 |
| Meiji Yasuda Life Insurance Co | 1,179,000 | 27.4M $ | as of Mar 31, 2026 |
| Seven Springs Wealth Group, LLC | 1,164,618 | 27.1M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding iShares iBonds Dec 2029 Term C". https://titelia.com/en/stocks/ishares-ibonds-dec-2029-term-c-US46436E2054