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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
RAG
51
RIA Advisory Group
Iowa
$1.34M +$31.4K +1,227 +2%
SPA
52
Sentinel Pension Advisors
Massachusetts
$1.29M +$5.39K +211 +0.4%
FA
53
FF Advisors
California
$1.23M -$199K -7,768 -14%
RPC
54
Rossmore Private Capital
Connecticut
$1.19M +$213K +8,321 +21%
GWCM
55
Godshalk Welsh Capital Management
Pennsylvania
$1.17M +$376K +14,700 +47%
GWMR
56
GC Wealth Management RIA
Massachusetts
$1.16M +$73.3K +2,867 +7%
EFP
57
Envision Financial Planning
Tennessee
$1.13M -$41.6K -1,627 -4%
HSG
58
Helen Stephens Group
Texas
$1.1M
BPA
59
Beacon Pointe Advisors
California
$1.08M +$351K +13,720 +47%
CIA
60
Capital Investment Advisors
Georgia
$1.07M -$61.2K -2,393 -5%
Osaic Holdings
61
Osaic Holdings
Arizona
$1.05M +$77.5K +3,033 +8%
TPWA
62
TRUE Private Wealth Advisors
Oregon
$1.02M +$99.5K +3,893 +11%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$972K +$221K +8,646 +29%
BCM
64
Brookstone Capital Management
Illinois
$965K +$132K +5,163 +16%
JIR
65
James Investment Research
Ohio
$846K
REMPR
66
Roof Eidam Maycock Peralta (REMP)
California
$839K
Creative Planning
67
Creative Planning
Kansas
$827K +$329K +12,884 +65%
Mariner
68
Mariner
Kansas
$816K
PFM
69
Phillips Financial Management
Indiana
$806K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$787K +$199K +7,793 +34%
SCA
71
Snowden Capital Advisors
New York
$786K
FAC
72
Financial Advisory Corporation
Michigan
$772K
OIA
73
OneDigital Investment Advisors
Kansas
$701K -$105K -4,100 -13%
SWMG
74
Signature Wealth Management Group
Georgia
$697K -$109K -4,282 -13%
PA
75
Parallel Advisors
California
$695K +$109K +4,274 +18%