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iShares iBonds Dec 2029 Term Muni Bond ETF

50 hedge funds and large institutions have $81.5M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$479K -$18.9K -759 -4%
LPL Financial
27
LPL Financial
California
$477K +$106K +4,244 +28%
PA
28
Parallel Advisors
California
$433K +$79.7K +3,204 +23%
CIA
29
Capital Investment Advisors
Georgia
$407K +$160K +6,425 +64%
WI
30
WrapManager Inc
California
$392K -$3.23K -130 -0.8%
SWMG
31
Signature Wealth Management Group
Georgia
$364K +$17.1K +689 +5%
PCIA
32
Prime Capital Investment Advisors
Kansas
$347K +$129K +5,191 +59%
PCH
33
PGIM Custom Harvest
New Jersey
$347K +$129K +5,191 +59%
ECM
34
Exchange Capital Management
Michigan
$340K +$340K +13,689 New
SFB
35
STAR Financial Bank
Indiana
$297K +$297K +11,960 New
CIM
36
Confluence Investment Management
Missouri
$290K -$30.8K -1,237 -10%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$232K
GT
38
Glenview Trust
Kentucky
$214K +$12.5K +501 +6%
ACS
39
Archford Capital Strategies
Illinois
$213K +$213K +8,580 New
Mariner
40
Mariner
Kansas
$203K
IAIM
41
International Assets Investment Management
Florida
$128K +$128K +5,657 New
PFM
42
Phillips Financial Management
Indiana
$99.9K +$99.9K +4,020 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$99K
IA
44
IFP Advisors
Florida
$69.8K +$69.8K +2,808 New
GEA
45
Glen Eagle Advisors
New Jersey
$55.9K
BFEC
46
Benjamin F. Edwards & Company
Missouri
$50K -$76.5K -3,061 -60%
SPIA
47
Steward Partners Investment Advisory
New York
$38.4K
Wells Fargo
48
Wells Fargo
California
$24.9K +$24.9K +1,000 New
AF
49
Allworth Financial
California
$20.7K
BlackRock
50
BlackRock
New York
$1.54K