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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.

Holders
107
Holders Change
+11
Holders Change %
+11.46%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
50
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
1
Clearstead Advisors
Ohio
$22.3M 882,394 +29,761 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.7M 782,044 +19,413 +3%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$19.3M 764,582 +58,797 +8%
HighTower Advisors
4
HighTower Advisors
Illinois
$18.5M 731,392 -8,755 -1%
Bank of America
5
Bank of America
North Carolina
$13M 514,704 +124,995 +32%
UBS Group
6
UBS Group
Switzerland
$7.98M 316,111 -23,204 -7%
KCM
7
Kathmere Capital Management
Pennsylvania
$6.99M 277,247 -116,780 -30%
US Bancorp
8
US Bancorp
Minnesota
$6.37M 252,548 +100,309 +66%
LIA
9
LBMC Investment Advisors
Tennessee
$5.67M 224,821 +112,408 +100%
Raymond James Financial
10
Raymond James Financial
Florida
$5.62M 222,706 -59,777 -21%
Wells Fargo
11
Wells Fargo
California
$5.24M 207,646 +25,455 +14%
PWM
12
Praetorian Wealth Management
California
$4.69M 173,871 +6,006 +4%
LPL Financial
13
LPL Financial
California
$4.12M 163,219 +28,886 +22%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.17M 125,777 +41,958 +50%
CTC
15
Central Trust Company
Missouri
$3.14M 124,261 +8,445 +7%
Stifel Financial
16
Stifel Financial
Missouri
$3.08M 122,180 +94,692 +344%
CPWM
17
Cypress Point Wealth Management
Texas
$3.02M 119,718
CCM
18
Coldstream Capital Management
Washington
$2.52M 99,782 +1,226 +1%
UCFA
19
United Capital Financial Advisors
Texas
$2.49M 98,702 +1,691 +2%
WIC
20
Woodmont Investment Counsel
Tennessee
$2.31M 91,404 +15,348 +20%
HCM
21
Howland Capital Management
Massachusetts
$2.19M 86,746 -11,908 -12%
Lido Advisors
22
Lido Advisors
California
$2.1M 83,173 +10,788 +15%
NA
23
NewEdge Advisors
Louisiana
$2.09M 82,917 -1,436 -2%
CIM
24
Confluence Investment Management
Missouri
$2M 79,369 +67,047 +544%
QFA
25
Quantum Financial Advisors
California
$1.96M 77,636 +3,431 +5%