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iShares iBonds Dec 2029 Term Muni Bond ETF

96 hedge funds and large institutions have $192M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 11

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

25% more capital invested

Capital invested by funds: $153M → $192M (+$38.7M)

14% more funds holding

Funds holding: 8496 (+12)

5.9% less ownership

Funds ownership: 93.1%87.2% (-5.9%)

Holders
96
Holders Change
+12
Holders Change %
+14.29%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
46
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.59M +$67.6K +2,694 +4%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$1.46M +$405K +16,134 +38%
SSB
28
Sandy Spring Bank
Maryland
$1.43M +$224K +8,924 +18%
EFP
29
Envision Financial Planning
Tennessee
$1.34M
SPA
30
Sentinel Pension Advisors
Massachusetts
$1.25M +$999K +39,842 +401%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.17M -$194K -7,735 -14%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$301K +12,014 +39%
IWC
33
Integrated Wealth Concepts
Massachusetts
$989K
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$988K +$656K +26,145 +196%
CIA
35
Capital Investment Advisors
Georgia
$876K +$70.2K +2,799 +9%
JIR
36
James Investment Research
Ohio
$860K -$38.9K -1,550 -4%
REMPR
37
Roof Eidam Maycock Peralta (REMP)
California
$829K
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$810K +$90.9K +3,626 +13%
GWMR
39
GC Wealth Management RIA
Massachusetts
$802K +$29K +1,156 +4%
SCA
40
Snowden Capital Advisors
New York
$776K
GHA
41
Granite Harbor Advisors
Texas
$767K +$769K +30,649 New
FA
42
FF Advisors
California
$762K +$94.9K +3,782 +14%
BSAM
43
Blue Square Asset Management
New York
$756K -$878 -35 -0.1%
SWMG
44
Signature Wealth Management Group
Georgia
$740K +$51K +2,035 +7%
Stifel Financial
45
Stifel Financial
Missouri
$688K +$108K +4,296 +19%
CA
46
Crumly & Associates
Illinois
$673K -$674K -26,872 -50%
CIAS
47
CFS Investment Advisory Services
New Jersey
$627K -$66.7K -2,659 -10%
KAS
48
Kestra Advisory Services
Texas
$613K +$68.6K +2,734 +13%
PPWM
49
PFG Private Wealth Management
Florida
$587K +$588K +23,445 New
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$576K +$577K +23,011 New