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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.

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 Market Value Shares Shares
Change
Shares
Change %
LIM
51
Leavell Investment Management
Alabama
$728K 28,863 +15,045 +109%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$712K 28,204 +5,193 +23%
CFMC
53
Curbstone Financial Management Corp
New Hampshire
$706K 27,970 +27,970 New
AssetMark Inc
54
AssetMark Inc
California
$690K 27,338 +17,671 +183%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$678K 26,870 +26,870 New
PCH
56
PGIM Custom Harvest
New Jersey
$667K 26,421 +9,564 +57%
VA
57
Valmark Advisers
Ohio
$630K 24,977 +2,973 +14%
CIAS
58
CFS Investment Advisory Services
New Jersey
$628K 24,895 -147 -0.6%
PPWM
59
PFG Private Wealth Management
Florida
$592K 23,445
KA
60
Klingman & Associates
New York
$559K 22,173 -200 -0.9%
PWM
61
Partners Wealth Management
California
$539K 21,536
FTUS
62
Flow Traders U.S.
New York
$533K 21,128 +21,128 New
IA
63
IFP Advisors
Florida
$531K 21,037 +3,545 +20%
PCIA
64
Prime Capital Investment Advisors
Kansas
$531K 21,037 -265 -1%
PA
65
Parallel Advisors
California
$527K 20,880 +1,179 +6%
1L
66
10Elms LLP
Oklahoma
$497K 19,700 +350 +2%
CBT
67
Crews Bank & Trust
Florida
$447K 17,710
BPA
68
Beacon Pointe Advisors
California
$425K 16,833 +91 +0.5%
ST
69
Spinnaker Trust
Maine
$415K 16,450 +16,450 New
NDSI
70
Newman Dignan & Sheerar Inc
Rhode Island
$414K 16,414 +16,414 New
VBFG
71
Vishria Bird Financial Group
Tennessee
$406K 16,096 +16,096 New
ECM
72
Exchange Capital Management
Michigan
$394K 15,629 -1,240 -7%
PSIWM
73
Paradigm Strategies in Wealth Management
Minnesota
$370K 14,675 +5,229 +55%
Mariner
74
Mariner
Kansas
$370K 14,658
SMC
75
Smith, Moore & Co
Missouri
$361K 14,291 +14,291 New