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iShares iBonds Dec 2029 Term Muni Bond ETF

107 hedge funds and large institutions have $217M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
CA
1
Clearstead Advisors
Ohio
$22.3M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.7M
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$19.3M
HighTower Advisors
4
HighTower Advisors
Illinois
$18.5M
Bank of America
5
Bank of America
North Carolina
$13M
UBS Group
6
UBS Group
Switzerland
$7.98M
KCM
7
Kathmere Capital Management
Pennsylvania
$6.99M
US Bancorp
8
US Bancorp
Minnesota
$6.37M
LIA
9
LBMC Investment Advisors
Tennessee
$5.67M
Raymond James Financial
10
Raymond James Financial
Florida
$5.62M
Wells Fargo
11
Wells Fargo
California
$5.24M
PWM
12
Praetorian Wealth Management
California
$4.69M
LPL Financial
13
LPL Financial
California
$4.12M
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.17M
CTC
15
Central Trust Company
Missouri
$3.14M
Stifel Financial
16
Stifel Financial
Missouri
$3.08M
CPWM
17
Cypress Point Wealth Management
Texas
$3.02M
CCM
18
Coldstream Capital Management
Washington
$2.52M
UCFA
19
United Capital Financial Advisors
Texas
$2.49M
WIC
20
Woodmont Investment Counsel
Tennessee
$2.31M
HCM
21
Howland Capital Management
Massachusetts
$2.19M
Lido Advisors
22
Lido Advisors
California
$2.1M
NA
23
NewEdge Advisors
Louisiana
$2.09M
CIM
24
Confluence Investment Management
Missouri
$2M
QFA
25
Quantum Financial Advisors
California
$1.96M