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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.

New
Increased
Maintained
Reduced
Closed
Holders
107
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
LIM
51
Leavell Investment Management
Alabama
$728K
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$712K
CFMC
53
Curbstone Financial Management Corp
New Hampshire
$706K
AssetMark Inc
54
AssetMark Inc
California
$690K
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$678K
PCH
56
PGIM Custom Harvest
New Jersey
$667K
VA
57
Valmark Advisers
Ohio
$630K
CIAS
58
CFS Investment Advisory Services
New Jersey
$628K
PPWM
59
PFG Private Wealth Management
Florida
$592K
KA
60
Klingman & Associates
New York
$559K
PWM
61
Partners Wealth Management
California
$539K
FTUS
62
Flow Traders U.S.
New York
$533K
IA
63
IFP Advisors
Florida
$531K
PCIA
64
Prime Capital Investment Advisors
Kansas
$531K
PA
65
Parallel Advisors
California
$527K
1L
66
10Elms LLP
Oklahoma
$497K
CBT
67
Crews Bank & Trust
Florida
$447K
BPA
68
Beacon Pointe Advisors
California
$425K
ST
69
Spinnaker Trust
Maine
$415K
NDSI
70
Newman Dignan & Sheerar Inc
Rhode Island
$414K
VBFG
71
Vishria Bird Financial Group
Tennessee
$406K
ECM
72
Exchange Capital Management
Michigan
$394K
PSIWM
73
Paradigm Strategies in Wealth Management
Minnesota
$370K
Mariner
74
Mariner
Kansas
$370K
SMC
75
Smith, Moore & Co
Missouri
$361K