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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 %
WI
76
WrapManager Inc
California
$357K -$16.4K -649 -4%
TC
77
Trust Company
Kansas
$349K
LWL
78
Leo Wealth LLC
Texas
$331K +$2.09K +83 +0.6%
ACS
79
Archford Capital Strategies
Illinois
$325K +$15.1K +600 +5%
MPWT
80
MassMutual Private Wealth & Trust
Connecticut
$317K +$317K +12,545 New
BCM
81
Brookstone Capital Management
Illinois
$286K +$53.4K +2,115 +23%
PWS
82
Precision Wealth Strategies
Missouri
$258K +$258K +10,213 New
EWA
83
EP Wealth Advisors
California
$253K +$253K +10,020 New
SWM
84
Segment Wealth Management
Texas
$245K
GWCM
85
Godshalk Welsh Capital Management
Pennsylvania
$240K +$240K +9,500 New
DSA
86
Droms Strauss Advisors
Missouri
$234K +$28.3K +1,120 +14%
PAG
87
Private Advisor Group
New Jersey
$230K +$230K +9,124 New
MWM
88
Meridian Wealth Management
Kentucky
$225K +$225K +8,910 New
OFS
89
OneAscent Financial Services
Alabama
$221K -$13.6K -540 -6%
GT
90
Glenview Trust
Kentucky
$217K
RPC
91
Rossmore Private Capital
Connecticut
$216K +$216K +8,571 New
CPIA
92
Cornell Pochily Investment Advisors
New York
$205K +$205K +8,120 New
CSP
93
Cary Street Partners
Virginia
$202K
APP
94
Avantax Planning Partners
Iowa
$201K +$201K +7,977 New
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$167K +$1.99K +79 +1%
SPIA
96
Steward Partners Investment Advisory
New York
$76.9K +$74.5K +2,952 +3,075%
GEA
97
Glen Eagle Advisors
New Jersey
$56.8K
ACA
98
American Capital Advisory
Idaho
$56K
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$50K
BC
100
Barrett & Company
Rhode Island
$45.7K +$45.7K +1,810 New