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iShares iBonds Dec 2029 Term Muni Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$13M
2
LIA
2
LBMC Investment Advisors
Tennessee
$5.67M
3
US Bancorp
3
US Bancorp
Minnesota
$6.37M
4
Stifel Financial
4
Stifel Financial
Missouri
$3.08M
5
CIM
5
Confluence Investment Management
Missouri
$2M

Top Sellers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$6.99M
2
Raymond James Financial
2
Raymond James Financial
Florida
$5.62M
3
CA
3
Crumly & Associates
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$7.98M
5
SWP
5
Summit Wealth Partners
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$1.95M 77,309 +2,638 +4%
Morgan Stanley
27
Morgan Stanley
New York
$1.89M 74,735 +11,217 +18%
Jane Street
28
Jane Street
New York
$1.81M 71,680 -5,960 -8%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.72M 68,050 +25,421 +60%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.43M 56,738 +17,265 +44%
AUB
31
Atlantic Union Bankshares
Virginia
$1.42M 56,112 +56,112 New
EFP
32
Envision Financial Planning
Tennessee
$1.37M 54,406 +838 +2%
BEI
33
Benjamin Edwards Inc
Missouri
$1.33M 52,850 +52,850 New
KAS
34
Kestra Advisory Services
Texas
$1.3M 51,614 +27,122 +111%
SPA
35
Sentinel Pension Advisors
Massachusetts
$1.26M 50,089 +320 +0.6%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$1.2M 47,374 -10,931 -19%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.13M 45,261 -1,407 -3%
HBT
38
Hills Bank & Trust
Iowa
$1.12M 44,380 +38,399 +642%
CIA
39
Capital Investment Advisors
Georgia
$1.1M 43,419 +8,451 +24%
IWC
40
Integrated Wealth Concepts
Massachusetts
$997K 39,503 +3 +0%
JIR
41
James Investment Research
Ohio
$866K 34,330 – –
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$850K 33,693 +1,334 +4%
REMPR
43
Roof Eidam Maycock Peralta (REMP)
California
$835K 33,100 – –
PFM
44
Phillips Financial Management
Indiana
$802K 31,792 +9,943 +46%
SWMG
45
Signature Wealth Management Group
Georgia
$797K 31,576 +2,025 +7%
GWMR
46
GC Wealth Management RIA
Massachusetts
$792K 31,374 -655 -2%
SCA
47
Snowden Capital Advisors
New York
$782K 31,000 – –
FA
48
FF Advisors
California
$782K 30,996 +397 +1%
GHA
49
Granite Harbor Advisors
Texas
$773K 30,649 – –
BSAM
50
Blue Square Asset Management
New York
$739K 29,296 -913 -3%
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