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iShares iBonds Dec 2029 Term Muni Bond ETF

107 hedge funds and large institutions have $217M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+11
Holders Change %
+11.46%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
50
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$1.95M +$66.6K +2,638 +4%
Morgan Stanley
27
Morgan Stanley
New York
$1.89M +$283K +11,217 +18%
Jane Street
28
Jane Street
New York
$1.81M -$150K -5,960 -8%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.72M +$641K +25,421 +60%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.43M +$436K +17,265 +44%
AUB
31
Atlantic Union Bankshares
Virginia
$1.42M +$1.42M +56,112 New
EFP
32
Envision Financial Planning
Tennessee
$1.37M +$21.1K +838 +2%
BEI
33
Benjamin Edwards Inc
Missouri
$1.33M +$1.33M +52,850 New
KAS
34
Kestra Advisory Services
Texas
$1.3M +$684K +27,122 +111%
SPA
35
Sentinel Pension Advisors
Massachusetts
$1.26M +$8.07K +320 +0.6%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$1.2M -$276K -10,931 -19%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.13M -$35.2K -1,407 -3%
HBT
38
Hills Bank & Trust
Iowa
$1.12M +$969K +38,399 +642%
CIA
39
Capital Investment Advisors
Georgia
$1.1M +$213K +8,451 +24%
IWC
40
Integrated Wealth Concepts
Massachusetts
$997K +$76 +3 +0%
JIR
41
James Investment Research
Ohio
$866K
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$850K +$33.7K +1,334 +4%
REMPR
43
Roof Eidam Maycock Peralta (REMP)
California
$835K
PFM
44
Phillips Financial Management
Indiana
$802K +$251K +9,943 +46%
SWMG
45
Signature Wealth Management Group
Georgia
$797K +$51.1K +2,025 +7%
GWMR
46
GC Wealth Management RIA
Massachusetts
$792K -$16.5K -655 -2%
SCA
47
Snowden Capital Advisors
New York
$782K
FA
48
FF Advisors
California
$782K +$10K +397 +1%
GHA
49
Granite Harbor Advisors
Texas
$773K
BSAM
50
Blue Square Asset Management
New York
$739K -$23K -913 -3%