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iShares iBonds Dec 2029 Term Muni Bond ETF

119 hedge funds and large institutions have $316M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

377% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 13

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

32% more capital invested

Capital invested by funds: $240M → $316M (+$76M)

5% more funds holding

Funds holding: 113119 (+6)

4.26% more ownership

Funds ownership: 81.23%85.48% (+4.3%)

Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
62
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
26
Woodmont Investment Counsel
Tennessee
$2.57M -$150K -5,892 -6%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$2.57M +$478K +18,806 +23%
PWM
28
Parkway Wealth Management
Texas
$2.34M +$2.34M +91,917 New
LIM
29
Leavell Investment Management
Alabama
$2.23M +$1.23M +48,541 +124%
NA
30
NewEdge Advisors
Louisiana
$2.18M +$42.4K +1,667 +2%
CIM
31
Confluence Investment Management
Missouri
$2.07M +$191K +7,507 +10%
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$1.88M +$160K +6,275 +9%
BEI
33
Benjamin Edwards Inc
Missouri
$1.87M +$501K +19,728 +37%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.86M +$1.57M +61,884 +556%
EIP
35
Ellis Investment Partners
Pennsylvania
$1.78M +$1.78M +70,043 New
AUB
36
Atlantic Union Bankshares
Virginia
$1.71M +$254K +9,994 +18%
KAS
37
Kestra Advisory Services
Texas
$1.7M +$392K +15,438 +30%
AssetMark Inc
38
AssetMark Inc
California
$1.69M +$527K +20,749 +46%
VA
39
Valmark Advisers
Ohio
$1.67M +$972K +38,252 +139%
Jane Street
40
Jane Street
New York
$1.63M +$1.63M +64,124 New
GHA
41
Granite Harbor Advisors
Texas
$1.55M +$489K +19,233 +46%
CFMC
42
Curbstone Financial Management Corp
New Hampshire
$1.53M +$712K +28,000 +87%
FA
43
FF Advisors
California
$1.43M +$632K +24,843 +80%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.35M -$95.9K -3,774 -7%
HBT
45
Hills Bank & Trust
Iowa
$1.32M -$1.86M -73,117 -58%
RAG
46
RIA Advisory Group
Iowa
$1.31M +$1.31M +51,479 New
SPA
47
Sentinel Pension Advisors
Massachusetts
$1.29M +$11K +431 +0.9%
PA
48
PSI Advisors
Florida
$1.29M +$1.29M +50,800 New
EFP
49
Envision Financial Planning
Tennessee
$1.17M -$8.01K -315 -0.7%
ST
50
Spinnaker Trust
Maine
$1.15M +$482K +18,951 +72%