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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.

New
Increased
Maintained
Reduced
Closed

318% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 11

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

25% more capital invested

Capital invested by funds: $153M → $192M (+$38.7M)

14% more funds holding

Funds holding: 8496 (+12)

5.9% less ownership

Funds ownership: 93.1%87.2% (-5.9%)

Holders
96
Holders Change
+12
Holders Change %
+14.29%
% of All Funds
1.29%
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 Holding Trade Value Shares
Change
Change in
Stake
KA
51
Klingman & Associates
New York
$560K +$27.5K +1,096 +5%
VA
52
Valmark Advisers
Ohio
$551K +$9.15K +365 +2%
PFM
53
Phillips Financial Management
Indiana
$547K +$447K +17,829 +444%
PWM
54
Partners Wealth Management
California
$539K
PCIA
55
Prime Capital Investment Advisors
Kansas
$533K +$534K +21,302 New
PA
56
Parallel Advisors
California
$493K +$677 +27 +0.1%
1L
57
10Elms LLP
Oklahoma
$485K +$79K +3,150 +19%
CBT
58
Crews Bank & Trust
Florida
$443K
IA
59
IFP Advisors
Florida
$438K -$31.6K -1,258 -7%
ECM
60
Exchange Capital Management
Michigan
$422K -$26.8K -1,070 -6%
PCH
61
PGIM Custom Harvest
New Jersey
$422K +$423K +16,857 New
BPA
62
Beacon Pointe Advisors
California
$419K +$126K +5,039 +43%
WI
63
WrapManager Inc
California
$370K -$11.7K -467 -3%
Mariner
64
Mariner
Kansas
$367K
LIM
65
Leavell Investment Management
Alabama
$346K +$4.14K +165 +1%
TC
66
Trust Company
Kansas
$346K +$100K +3,995 +41%
SWP
67
Summit Wealth Partners
Florida
$343K +$372K +14,828 New
LWL
68
Leo Wealth LLC
Texas
$326K +$1.41K +56 +0.4%
CIM
69
Confluence Investment Management
Missouri
$309K +$4.59K +183 +2%
ACS
70
Archford Capital Strategies
Illinois
$307K +$308K +12,271 New
SFB
71
STAR Financial Bank
Indiana
$299K
BMM
72
Buffington Mohr McNeal
Idaho
$251K
SWM
73
Segment Wealth Management
Texas
$243K
AssetMark Inc
74
AssetMark Inc
California
$242K +$195K +7,756 +406%
PSIWM
75
Paradigm Strategies in Wealth Management
Minnesota
$237K +$15K +597 +7%