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iShares iBonds Dec 2029 Term Muni Bond ETF

128 hedge funds and large institutions have $350M 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, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
51
Sentinel Pension Advisors
Massachusetts
$1.29M
FA
52
FF Advisors
California
$1.23M
RPC
53
Rossmore Private Capital
Connecticut
$1.19M
GWCM
54
Godshalk Welsh Capital Management
Pennsylvania
$1.17M
GWMR
55
GC Wealth Management RIA
Massachusetts
$1.16M
EFP
56
Envision Financial Planning
Tennessee
$1.13M
HSG
57
Helen Stephens Group
Texas
$1.1M
BPA
58
Beacon Pointe Advisors
California
$1.08M
CIA
59
Capital Investment Advisors
Georgia
$1.07M
Osaic Holdings
60
Osaic Holdings
Arizona
$1.05M
TPWA
61
TRUE Private Wealth Advisors
Oregon
$1.02M
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$972K
BCM
63
Brookstone Capital Management
Illinois
$965K
JIR
64
James Investment Research
Ohio
$846K
REMPR
65
Roof Eidam Maycock Peralta (REMP)
California
$839K
Creative Planning
66
Creative Planning
Kansas
$827K
Mariner
67
Mariner
Kansas
$816K
PFM
68
Phillips Financial Management
Indiana
$806K
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$787K
SCA
70
Snowden Capital Advisors
New York
$786K
FAC
71
Financial Advisory Corporation
Michigan
$772K
OIA
72
OneDigital Investment Advisors
Kansas
$701K
SWMG
73
Signature Wealth Management Group
Georgia
$697K
PA
74
Parallel Advisors
California
$695K
CIAS
75
CFS Investment Advisory Services
New Jersey
$692K