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iShares iBonds Dec 2029 Term Muni Bond ETF

110 hedge funds and large institutions have $239M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
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
WIC
26
Woodmont Investment Counsel
Tennessee
$2.73M
Lido Advisors
27
Lido Advisors
California
$2.28M
NA
28
NewEdge Advisors
Louisiana
$2.15M
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$2.1M
Morgan Stanley
30
Morgan Stanley
New York
$2.09M
CIM
31
Confluence Investment Management
Missouri
$1.89M
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$1.73M
AUB
33
Atlantic Union Bankshares
Virginia
$1.46M
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.45M
BEI
35
Benjamin Edwards Inc
Missouri
$1.37M
KAS
36
Kestra Advisory Services
Texas
$1.31M
SPA
37
Sentinel Pension Advisors
Massachusetts
$1.29M
EFP
38
Envision Financial Planning
Tennessee
$1.19M
AssetMark Inc
39
AssetMark Inc
California
$1.16M
CIA
40
Capital Investment Advisors
Georgia
$1.12M
BCI
41
Brinker Capital Investments
Pennsylvania
$1.1M
GHA
42
Granite Harbor Advisors
Texas
$1.07M
IWC
43
Integrated Wealth Concepts
Massachusetts
$1.05M
LIM
44
Leavell Investment Management
Alabama
$997K
GWMR
45
GC Wealth Management RIA
Massachusetts
$915K
HSG
46
Helen Stephens Group
Texas
$898K
JIR
47
James Investment Research
Ohio
$873K
Osaic Holdings
48
Osaic Holdings
Arizona
$868K
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$864K
REMPR
50
Roof Eidam Maycock Peralta (REMP)
California
$845K