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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
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$1.95M
Morgan Stanley
27
Morgan Stanley
New York
$1.89M
Jane Street
28
Jane Street
New York
$1.81M
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.72M
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.43M
AUB
31
Atlantic Union Bankshares
Virginia
$1.42M
EFP
32
Envision Financial Planning
Tennessee
$1.37M
BEI
33
Benjamin Edwards Inc
Missouri
$1.33M
KAS
34
Kestra Advisory Services
Texas
$1.3M
SPA
35
Sentinel Pension Advisors
Massachusetts
$1.26M
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$1.2M
Osaic Holdings
37
Osaic Holdings
Arizona
$1.13M
HBT
38
Hills Bank & Trust
Iowa
$1.12M
CIA
39
Capital Investment Advisors
Georgia
$1.1M
IWC
40
Integrated Wealth Concepts
Massachusetts
$997K
JIR
41
James Investment Research
Ohio
$866K
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$850K
REMPR
43
Roof Eidam Maycock Peralta (REMP)
California
$835K
PFM
44
Phillips Financial Management
Indiana
$802K
SWMG
45
Signature Wealth Management Group
Georgia
$797K
GWMR
46
GC Wealth Management RIA
Massachusetts
$792K
SCA
47
Snowden Capital Advisors
New York
$782K
FA
48
FF Advisors
California
$782K
GHA
49
Granite Harbor Advisors
Texas
$773K
BSAM
50
Blue Square Asset Management
New York
$739K