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iShares iBonds Dec 2029 Term Muni Bond ETF

129 hedge funds and large institutions have $352M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 24

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $316M → $352M (+$35.6M)

8% more funds holding

Funds holding: 119129 (+10)

3.98% less ownership

Funds ownership: 85.48%81.5% (-4%)

Holders
129
Holders Change
+10
Holders Change %
+8.4%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
62
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$2.92M +$283K +11,077 +11%
MGIA
27
Matthew Goff Investment Advisor
Texas
$2.89M +$3.18M +124,349 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.85M +$1.01M +39,317 +54%
WIC
29
Woodmont Investment Counsel
Tennessee
$2.54M -$24.8K -972 -1%
PWM
30
Parkway Wealth Management
Texas
$2.49M +$156K +6,107 +7%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.29M +$953K +37,281 +70%
AssetMark Inc
32
AssetMark Inc
California
$2.26M +$585K +22,881 +34%
LIM
33
Leavell Investment Management
Alabama
$2.25M +$35.1K +1,375 +2%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$2.24M -$328K -12,822 -13%
CIM
35
Confluence Investment Management
Missouri
$2.2M +$135K +5,267 +6%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$2.1M +$1.29M +50,633 +158%
MWM
37
Moulton Wealth Management
Washington
$2.08M +$2.44M +95,473 New
KAS
38
Kestra Advisory Services
Texas
$2.04M +$350K +13,682 +21%
SVWAG
39
Sound View Wealth Advisors Group
Georgia
$1.96M +$83.2K +3,254 +4%
BEI
40
Benjamin Edwards Inc
Missouri
$1.94M +$80.8K +3,161 +4%
Jane Street
41
Jane Street
New York
$1.92M +$298K +11,642 +18%
EIP
42
Ellis Investment Partners
Pennsylvania
$1.84M +$62.7K +2,454 +4%
VA
43
Valmark Advisers
Ohio
$1.81M +$145K +5,677 +9%
NA
44
NewEdge Advisors
Louisiana
$1.77M -$409K -16,008 -19%
AUB
45
Atlantic Union Bankshares
Virginia
$1.75M +$52.5K +2,052 +3%
CFMC
46
Curbstone Financial Management Corp
New Hampshire
$1.68M +$151K +5,900 +10%
BSAM
47
Blue Square Asset Management
New York
$1.6M +$835K +32,675 +107%
ST
48
Spinnaker Trust
Maine
$1.55M +$408K +15,952 +35%
GHA
49
Granite Harbor Advisors
Texas
$1.55M
HBT
50
Hills Bank & Trust
Iowa
$1.38M +$61.8K +2,416 +5%