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iShares iBonds Dec 2029 Term Muni Bond ETF

113 hedge funds and large institutions have $240M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
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
SMC
76
Smith, Moore & Co
Missouri
$466K
MW
77
Members Wealth
Pennsylvania
$465K
CBT
78
Crews Bank & Trust
Florida
$452K
PSIWM
79
Paradigm Strategies in Wealth Management
Minnesota
$400K
LWL
80
Leo Wealth LLC
Texas
$393K
Financial Engines Advisors
81
Financial Engines Advisors
California
$359K
TC
82
Trust Company
Kansas
$353K
ACS
83
Archford Capital Strategies
Illinois
$351K
PAG
84
Private Advisor Group
New Jersey
$320K
FCH
85
Freestone Capital Holdings
Washington
$299K
PAS
86
Park Avenue Securities
New York
$294K
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$285K
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$279K
MWM
89
Meridian Wealth Management
Kentucky
$263K
RPC
90
Rossmore Private Capital
Connecticut
$254K
SWM
91
Segment Wealth Management
Texas
$248K
CPIA
92
Cornell Pochily Investment Advisors
New York
$227K
CSP
93
Cary Street Partners
Virginia
$222K
GT
94
Glenview Trust
Kentucky
$220K
PIM
95
Penobscot Investment Management
Massachusetts
$212K
DSA
96
Droms Strauss Advisors
Missouri
$210K
APP
97
Avantax Planning Partners
Iowa
$204K
MPWT
98
MassMutual Private Wealth & Trust
Connecticut
$197K
SPIA
99
Steward Partners Investment Advisory
New York
$77.8K
HI
100
Harbour Investments
Wisconsin
$66.9K