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iShares iBonds Dec 2029 Term Muni Bond ETF

119 hedge funds and large institutions have $316M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

377% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 13

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

32% more capital invested

Capital invested by funds: $240M → $316M (+$76M)

5% more funds holding

Funds holding: 113119 (+6)

4.26% more ownership

Funds ownership: 81.23%85.48% (+4.3%)

Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
62
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$1.13M +$14.9K +587 +1%
HSG
52
Helen Stephens Group
Texas
$1.1M +$205K +8,070 +23%
GWMR
53
GC Wealth Management RIA
Massachusetts
$1.09M +$182K +7,145 +20%
CWP
54
Cyndeo Wealth Partners
Florida
$1.07M +$1.07M +42,049 New
RPC
55
Rossmore Private Capital
Connecticut
$985K +$731K +28,769 +289%
Osaic Holdings
56
Osaic Holdings
Arizona
$979K +$113K +4,455 +13%
TPWA
57
TRUE Private Wealth Advisors
Oregon
$927K +$926K +36,436 New
JIR
58
James Investment Research
Ohio
$849K -$21.4K -841 -2%
REMPR
59
Roof Eidam Maycock Peralta (REMP)
California
$842K
BCM
60
Brookstone Capital Management
Illinois
$837K +$227K +8,926 +37%
Mariner
61
Mariner
Kansas
$819K
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$814K +$92.1K +3,625 +13%
PFM
63
Phillips Financial Management
Indiana
$808K
SWMG
64
Signature Wealth Management Group
Georgia
$808K +$5.92K +233 +0.7%
OIA
65
OneDigital Investment Advisors
Kansas
$808K +$807K +31,758 New
GWCM
66
Godshalk Welsh Capital Management
Pennsylvania
$796K +$191K +7,500 +32%
SCA
67
Snowden Capital Advisors
New York
$788K
BSAM
68
Blue Square Asset Management
New York
$776K +$48.4K +1,905 +7%
FAC
69
Financial Advisory Corporation
Michigan
$774K +$774K +30,453 New
EC
70
Elequin Capital
New York
$773K +$20.3K +799 +3%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$755K -$106K -4,178 -12%
BPA
72
Beacon Pointe Advisors
California
$738K -$46.6K -1,832 -6%
CIAS
73
CFS Investment Advisory Services
New Jersey
$735K +$122K +4,780 +20%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$683K +$178 +7 +0%
PCH
75
PGIM Custom Harvest
New Jersey
$635K -$12.7K -498 -2%