IBMR icon

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
+11
Holders Change %
+11.46%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
50
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
51
Leavell Investment Management
Alabama
$728K +$380K +15,045 +109%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$712K +$131K +5,193 +23%
CFMC
53
Curbstone Financial Management Corp
New Hampshire
$706K +$706K +27,970 New
AssetMark Inc
54
AssetMark Inc
California
$690K +$446K +17,671 +183%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$678K +$678K +26,870 New
PCH
56
PGIM Custom Harvest
New Jersey
$667K +$241K +9,564 +57%
VA
57
Valmark Advisers
Ohio
$630K +$75K +2,973 +14%
CIAS
58
CFS Investment Advisory Services
New Jersey
$628K -$3.71K -147 -0.6%
PPWM
59
PFG Private Wealth Management
Florida
$592K
KA
60
Klingman & Associates
New York
$559K -$5.05K -200 -0.9%
PWM
61
Partners Wealth Management
California
$539K
FTUS
62
Flow Traders U.S.
New York
$533K +$533K +21,128 New
IA
63
IFP Advisors
Florida
$531K +$89.4K +3,545 +20%
PCIA
64
Prime Capital Investment Advisors
Kansas
$531K -$6.69K -265 -1%
PA
65
Parallel Advisors
California
$527K +$29.7K +1,179 +6%
1L
66
10Elms LLP
Oklahoma
$497K +$8.83K +350 +2%
CBT
67
Crews Bank & Trust
Florida
$447K
BPA
68
Beacon Pointe Advisors
California
$425K +$2.3K +91 +0.5%
ST
69
Spinnaker Trust
Maine
$415K +$415K +16,450 New
NDSI
70
Newman Dignan & Sheerar Inc
Rhode Island
$414K +$414K +16,414 New
VBFG
71
Vishria Bird Financial Group
Tennessee
$406K +$406K +16,096 New
ECM
72
Exchange Capital Management
Michigan
$394K -$31.3K -1,240 -7%
PSIWM
73
Paradigm Strategies in Wealth Management
Minnesota
$370K +$132K +5,229 +55%
Mariner
74
Mariner
Kansas
$370K
SMC
75
Smith, Moore & Co
Missouri
$361K +$361K +14,291 New