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iShares iBonds Dec 2029 Term Muni Bond ETF

84 hedge funds and large institutions have $153M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
84
Holders Change
+28
Holders Change %
+50%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
28
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
1L
51
10Elms LLP
Oklahoma
$405K 16,200 +16,200 New
KC
52
Kades & Cheifetz
Pennsylvania
$384K 15,356 +15,356 New
WI
53
WrapManager Inc
California
$381K 15,261 -24 -0.2%
NDSI
54
Newman Dignan & Sheerar Inc
Rhode Island
$375K 15,001 +15,001 New
Mariner
55
Mariner
Kansas
$366K 14,658
LIM
56
Leavell Investment Management
Alabama
$341K 13,653 +5,250 +62%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$333K 13,328 +4,004 +43%
LWL
58
Leo Wealth LLC
Texas
$324K 12,960 +12,960 New
CIM
59
Confluence Investment Management
Missouri
$303K 12,139
SFB
60
STAR Financial Bank
Indiana
$299K 11,960
BPA
61
Beacon Pointe Advisors
California
$292K 11,703 +11,703 New
BMM
62
Buffington Mohr McNeal
Idaho
$250K 10,020
SPA
63
Sentinel Pension Advisors
Massachusetts
$248K 9,927 +9,927 New
TC
64
Trust Company
Kansas
$245K 9,820 +9,820 New
SWM
65
Segment Wealth Management
Texas
$243K 9,720 +9,720 New
Lido Advisors
66
Lido Advisors
California
$227K 9,080 +9,080 New
PSIWM
67
Paradigm Strategies in Wealth Management
Minnesota
$221K 8,849
GT
68
Glenview Trust
Kentucky
$215K 8,613
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$214K 8,549 +8,549 New
FFG
70
Foundry Financial Group
New Hampshire
$201K 8,047 +8,047 New
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$141K 5,631 +1,068 +23%
PFM
72
Phillips Financial Management
Indiana
$100K 4,020
GEA
73
Glen Eagle Advisors
New Jersey
$56.2K 2,250
ACA
74
American Capital Advisory
Idaho
$55.4K 2,219
NWMP
75
Noble Wealth Management PBC
Colorado
$50K 2,000 +2,000 New