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iShares iBonds Dec 2029 Term Muni Bond ETF
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Overview Fund Activity

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.

Holders
96
Holders Change
+12
Holders Change %
+14.29%
% of All Funds
1.3%
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
–

Top Buyers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$9.87M
2
Bank of America
2
Bank of America
North Carolina
$9.76M
3
Raymond James Financial
3
Raymond James Financial
Florida
$7.07M
4
US Bancorp
4
US Bancorp
Minnesota
$3.81M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$18.5M

Top Sellers

1
SWA
1
Sax Wealth Advisors
New Jersey
$0
2
CA
2
Crumly & Associates
Illinois
$673K
3
NA
3
NewEdge Advisors
Louisiana
$2.11M
4
NDSI
4
Newman Dignan & Sheerar Inc
Rhode Island
$0
5
CA
5
Clearstead Advisors
Ohio
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$1.59M 63,518 +2,694 +4%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$1.46M 58,305 +16,134 +38%
SSB
28
Sandy Spring Bank
Maryland
$1.43M 57,229 +8,924 +18%
EFP
29
Envision Financial Planning
Tennessee
$1.34M 53,568 – –
SPA
30
Sentinel Pension Advisors
Massachusetts
$1.25M 49,769 +39,842 +401%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.17M 46,668 -7,735 -14%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.07M 42,629 +12,014 +39%
IWC
33
Integrated Wealth Concepts
Massachusetts
$989K 39,500 – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$988K 39,473 +26,145 +196%
CIA
35
Capital Investment Advisors
Georgia
$876K 34,968 +2,799 +9%
JIR
36
James Investment Research
Ohio
$860K 34,330 -1,550 -4%
REMPR
37
Roof Eidam Maycock Peralta (REMP)
California
$829K 33,100 – –
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$810K 32,359 +3,626 +13%
GWMR
39
GC Wealth Management RIA
Massachusetts
$802K 32,029 +1,156 +4%
SCA
40
Snowden Capital Advisors
New York
$776K 31,000 – –
GHA
41
Granite Harbor Advisors
Texas
$767K 30,649 +30,649 New
FA
42
FF Advisors
California
$762K 30,599 +3,782 +14%
BSAM
43
Blue Square Asset Management
New York
$756K 30,209 -35 -0.1%
SWMG
44
Signature Wealth Management Group
Georgia
$740K 29,551 +2,035 +7%
Stifel Financial
45
Stifel Financial
Missouri
$688K 27,488 +4,296 +19%
CA
46
Crumly & Associates
Illinois
$673K 26,870 -26,872 -50%
CIAS
47
CFS Investment Advisory Services
New Jersey
$627K 25,042 -2,659 -10%
KAS
48
Kestra Advisory Services
Texas
$613K 24,492 +2,734 +13%
PPWM
49
PFG Private Wealth Management
Florida
$587K 23,445 +23,445 New
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$576K 23,011 +23,011 New
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