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iShares iBonds Dec 2029 Term Muni Bond ETF
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Overview Fund Activity

84 hedge funds and large institutions have $153M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
84
Holders Change
+28
Holders Change %
+50%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
28
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$16.5M
2
Raymond James Financial
2
Raymond James Financial
Florida
$4.39M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$16.3M
4
UBS Group
4
UBS Group
Switzerland
$6.37M
5
Wells Fargo
5
Wells Fargo
California
$4.1M

Top Sellers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$3.92M
2
QFA
2
Quantum Financial Advisors
California
$0
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$4.6M
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EFP
26
Envision Financial Planning
Tennessee
$1.34M 53,568 +53,568 New
SSB
27
Sandy Spring Bank
Maryland
$1.21M 48,305 +11,056 +30%
HCM
28
Howland Capital Management
Massachusetts
$1.06M 42,354 +3,000 +8%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$1.05M 42,171 +42,171 New
IWC
30
Integrated Wealth Concepts
Massachusetts
$987K 39,500 +39,500 New
JIR
31
James Investment Research
Ohio
$896K 35,880 +2,250 +7%
REMPR
32
Roof Eidam Maycock Peralta (REMP)
California
$827K 33,100 – –
CIA
33
Capital Investment Advisors
Georgia
$804K 32,169 +10,491 +48%
SCA
34
Snowden Capital Advisors
New York
$774K 31,000 – –
GWMR
35
GC Wealth Management RIA
Massachusetts
$771K 30,873 +968 +3%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$765K 30,615 +25,669 +519%
BSAM
37
Blue Square Asset Management
New York
$755K 30,244 +30,244 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$718K 28,733 -1,830 -6%
CIAS
39
CFS Investment Advisory Services
New Jersey
$692K 27,701 +27,701 New
SWMG
40
Signature Wealth Management Group
Georgia
$687K 27,516 +15,301 +125%
FA
41
FF Advisors
California
$674K 26,817 +2,136 +9%
Stifel Financial
42
Stifel Financial
Missouri
$579K 23,192 +23,192 New
KAS
43
Kestra Advisory Services
Texas
$544K 21,758 +11,286 +108%
VA
44
Valmark Advisers
Ohio
$541K 21,639 +4,035 +23%
PWM
45
Partners Wealth Management
California
$538K 21,536 +21,536 New
KA
46
Klingman & Associates
New York
$532K 21,277 -3,566 -14%
PA
47
Parallel Advisors
California
$491K 19,674 +310 +2%
IA
48
IFP Advisors
Florida
$468K 18,750 +18,750 New
ECM
49
Exchange Capital Management
Michigan
$448K 17,939 -1,085 -6%
CBT
50
Crews Bank & Trust
Florida
$442K 17,710 +17,710 New
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