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iShares iBonds Dec 2029 Term Muni Bond ETF

129 hedge funds and large institutions have $352M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 24

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $316M → $352M (+$35.6M)

8% more funds holding

Funds holding: 119129 (+10)

3.98% less ownership

Funds ownership: 85.48%81.5% (-4%)

Holders
129
Holders Change
+10
Holders Change %
+8.4%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
62
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
76
CFS Investment Advisory Services
New Jersey
$692K -$43K -1,682 -6%
IA
77
IFP Advisors
Florida
$681K +$50.7K +1,983 +8%
1L
78
10Elms LLP
Oklahoma
$659K +$143K +5,600 +27%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$658K -$22.4K -877 -3%
MW
80
Members Wealth
Pennsylvania
$638K +$175K +6,845 +38%
SWM
81
Silverlake Wealth Management
Vermont
$635K +$640K +25,042 New
PA
82
PSI Advisors
Florida
$603K -$690K -27,000 -53%
PCH
83
PGIM Custom Harvest
New Jersey
$597K -$36K -1,407 -6%
JP Morgan Chase
84
JP Morgan Chase
New York
$587K +$593K +23,188 New
SG
85
Strid Group
Pennsylvania
$545K +$550K +21,500 New
SMC
86
Smith, Moore & Co
Missouri
$534K +$64.3K +2,516 +14%
NDSI
87
Newman Dignan & Sheerar Inc
Rhode Island
$516K -$51.1K -2,000 -9%
PCIA
88
Prime Capital Investment Advisors
Kansas
$503K -$17K -666 -3%
SCG
89
Sonata Capital Group
Washington
$499K +$503K +19,673 New
SFG
90
Sovereign Financial Group
Connecticut
$498K +$502K +19,654 New
CBT
91
Crews Bank & Trust
Florida
$459K
PSIWM
92
Paradigm Strategies in Wealth Management
Minnesota
$456K +$11.5K +449 +3%
AM
93
Atwater Malick
Pennsylvania
$443K +$120K +4,694 +37%
LWL
94
Leo Wealth LLC
Texas
$433K +$39.4K +1,541 +10%
GT
95
Glenview Trust
Kentucky
$393K +$177K +6,906 +80%
KA
96
Klingman & Associates
New York
$382K -$2.68K -105 -0.7%
Financial Engines Advisors
97
Financial Engines Advisors
California
$348K -$34.4K -1,346 -9%
ACS
98
Archford Capital Strategies
Illinois
$339K +$14.9K +583 +5%
PAG
99
Private Advisor Group
New Jersey
$318K
TC
100
Trust Company
Kansas
$301K -$49.9K -1,953 -14%