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iShares iBonds Dec 2029 Term Muni Bond ETF

56 hedge funds and large institutions have $114M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
30
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWMR
26
GC Wealth Management RIA
Massachusetts
$762K +$162K +6,351 +27%
KA
27
Klingman & Associates
New York
$633K +$16.1K +630 +3%
FA
28
FF Advisors
California
$623K +$52.5K +2,079 +9%
Wells Fargo
29
Wells Fargo
California
$612K +$586K +23,006 +2,301%
CIA
30
Capital Investment Advisors
Georgia
$553K +$135K +5,289 +32%
WIC
31
Woodmont Investment Counsel
Tennessee
$520K +$520K +20,381 New
PA
32
Parallel Advisors
California
$494K +$49.3K +1,933 +11%
ECM
33
Exchange Capital Management
Michigan
$485K +$136K +5,335 +39%
VA
34
Valmark Advisers
Ohio
$449K -$60.9K -2,388 -12%
WI
35
WrapManager Inc
California
$390K -$12.1K -476 -3%
Mariner
36
Mariner
Kansas
$374K +$165K +6,485 +79%
Cerity Partners
37
Cerity Partners
New York
$313K +$313K +12,265 New
SWMG
38
Signature Wealth Management Group
Georgia
$311K -$61.7K -2,422 -17%
CIM
39
Confluence Investment Management
Missouri
$309K +$12.5K +490 +4%
SFB
40
STAR Financial Bank
Indiana
$305K
KAS
41
Kestra Advisory Services
Texas
$267K +$267K +10,472 New
BMM
42
Buffington Mohr McNeal
Idaho
$255K +$255K +10,020 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$238K +$26 +1 +0%
PSIWM
44
Paradigm Strategies in Wealth Management
Minnesota
$226K +$226K +8,849 New
GT
45
Glenview Trust
Kentucky
$220K
LIM
46
Leavell Investment Management
Alabama
$214K +$214K +8,403 New
CSPIA
47
Cary Street Partners Investment Advisory
Virginia
$204K +$204K +7,996 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$126K +$126K +4,946 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$116K +$14.3K +563 +14%
PFM
50
Phillips Financial Management
Indiana
$102K