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iShares iBonds Dec 2029 Term Muni Bond ETF

110 hedge funds and large institutions have $239M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
76
Members Wealth
Pennsylvania
$465K
CBT
77
Crews Bank & Trust
Florida
$452K
PSIWM
78
Paradigm Strategies in Wealth Management
Minnesota
$400K
LWL
79
Leo Wealth LLC
Texas
$393K
Financial Engines Advisors
80
Financial Engines Advisors
California
$359K
TC
81
Trust Company
Kansas
$353K
ACS
82
Archford Capital Strategies
Illinois
$351K
PAG
83
Private Advisor Group
New Jersey
$320K
FCH
84
Freestone Capital Holdings
Washington
$299K
PAS
85
Park Avenue Securities
New York
$294K
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$285K
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$279K
MWM
88
Meridian Wealth Management
Kentucky
$263K
RPC
89
Rossmore Private Capital
Connecticut
$254K
SWM
90
Segment Wealth Management
Texas
$248K
CPIA
91
Cornell Pochily Investment Advisors
New York
$227K
CSP
92
Cary Street Partners
Virginia
$222K
GT
93
Glenview Trust
Kentucky
$220K
PIM
94
Penobscot Investment Management
Massachusetts
$212K
DSA
95
Droms Strauss Advisors
Missouri
$210K
APP
96
Avantax Planning Partners
Iowa
$204K
MPWT
97
MassMutual Private Wealth & Trust
Connecticut
$197K
SPIA
98
Steward Partners Investment Advisory
New York
$77.8K
HI
99
Harbour Investments
Wisconsin
$66.9K
GEA
100
Glen Eagle Advisors
New Jersey
$57.4K