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iShares iBonds Dec 2029 Term Muni Bond ETF

96 hedge funds and large institutions have $192M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
96
Holders Change
+12
Holders Change %
+14.29%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
46
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KA
51
Klingman & Associates
New York
$560K 22,373 +1,096 +5%
VA
52
Valmark Advisers
Ohio
$551K 22,004 +365 +2%
PFM
53
Phillips Financial Management
Indiana
$547K 21,849 +17,829 +444%
PWM
54
Partners Wealth Management
California
$539K 21,536
PCIA
55
Prime Capital Investment Advisors
Kansas
$533K 21,302 +21,302 New
PA
56
Parallel Advisors
California
$493K 19,701 +27 +0.1%
1L
57
10Elms LLP
Oklahoma
$485K 19,350 +3,150 +19%
CBT
58
Crews Bank & Trust
Florida
$443K 17,710
IA
59
IFP Advisors
Florida
$438K 17,492 -1,258 -7%
ECM
60
Exchange Capital Management
Michigan
$422K 16,869 -1,070 -6%
PCH
61
PGIM Custom Harvest
New Jersey
$422K 16,857 +16,857 New
BPA
62
Beacon Pointe Advisors
California
$419K 16,742 +5,039 +43%
WI
63
WrapManager Inc
California
$370K 14,794 -467 -3%
Mariner
64
Mariner
Kansas
$367K 14,658
LIM
65
Leavell Investment Management
Alabama
$346K 13,818 +165 +1%
TC
66
Trust Company
Kansas
$346K 13,815 +3,995 +41%
SWP
67
Summit Wealth Partners
Florida
$343K 14,828 +14,828 New
LWL
68
Leo Wealth LLC
Texas
$326K 13,016 +56 +0.4%
CIM
69
Confluence Investment Management
Missouri
$309K 12,322 +183 +2%
ACS
70
Archford Capital Strategies
Illinois
$307K 12,271 +12,271 New
SFB
71
STAR Financial Bank
Indiana
$299K 11,960
BMM
72
Buffington Mohr McNeal
Idaho
$251K 10,020
SWM
73
Segment Wealth Management
Texas
$243K 9,720
AssetMark Inc
74
AssetMark Inc
California
$242K 9,667 +7,756 +406%
PSIWM
75
Paradigm Strategies in Wealth Management
Minnesota
$237K 9,446 +597 +7%