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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
OFS
76
OneAscent Financial Services
Alabama
$234K +$234K +9,329 New
BCM
77
Brookstone Capital Management
Illinois
$231K +$231K +9,226 New
GT
78
Glenview Trust
Kentucky
$216K
DSA
79
Droms Strauss Advisors
Missouri
$204K +$205K +8,164 New
CSP
80
Cary Street Partners
Virginia
$200K +$201K +7,996 New
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$164K +$22.7K +905 +16%
HBT
82
Hills Bank & Trust
Iowa
$150K +$150K +5,981 New
GEA
83
Glen Eagle Advisors
New Jersey
$56.3K
ACA
84
American Capital Advisory
Idaho
$55.6K
EC
85
Elequin Capital
New York
$50.2K +$50.3K +2,004 New
NWMP
86
Noble Wealth Management PBC
Colorado
$50.1K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$50K +$50.2K +2,000 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$35.5K +$35.6K +1,418 New
PGAM
89
Princeton Global Asset Management
New Jersey
$27.5K +$27.6K +1,100 New
AF
90
Allworth Financial
California
$20.6K
CF
91
Collier Financial
Colorado
$9.92K
SC
92
Stephens Consulting
Michigan
$7.91K
AA
93
Addison Advisors
Vermont
$4.51K
BlackRock
94
BlackRock
New York
$3.71K
SPIA
95
Steward Partners Investment Advisory
New York
$2.4K -$24.1K -961 -91%
PS
96
Principal Securities
Iowa
$500
SWA
97
Sax Wealth Advisors
New Jersey
-$1.38M -60,061 Closed
NDSI
98
Newman Dignan & Sheerar Inc
Rhode Island
-$375K -15,001 Closed
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
-$214K -8,549 Closed
FFG
100
Foundry Financial Group
New Hampshire
-$201K -8,047 Closed