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iShares iBonds Dec 2029 Term Muni Bond ETF

119 hedge funds and large institutions have $316M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

377% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 13

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

32% more capital invested

Capital invested by funds: $240M → $316M (+$76M)

5% more funds holding

Funds holding: 113119 (+6)

4.26% more ownership

Funds ownership: 81.23%85.48% (+4.3%)

Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
62
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$633K +$96.4K +3,791 +18%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$591K +$540K +21,251 +1,063%
PA
78
Parallel Advisors
California
$589K +$74K +2,911 +14%
NDSI
79
Newman Dignan & Sheerar Inc
Rhode Island
$568K
PPWM
80
PFG Private Wealth Management
Florida
$525K +$525K +20,633 New
PCIA
81
Prime Capital Investment Advisors
Kansas
$521K +$21.7K +853 +4%
1L
82
10Elms LLP
Oklahoma
$519K
Creative Planning
83
Creative Planning
Kansas
$502K
SMC
84
Smith, Moore & Co
Missouri
$471K +$6.76K +266 +1%
MW
85
Members Wealth
Pennsylvania
$467K
CBT
86
Crews Bank & Trust
Florida
$461K +$10.6K +415 +2%
PSIWM
87
Paradigm Strategies in Wealth Management
Minnesota
$446K +$48K +1,890 +12%
LWL
88
Leo Wealth LLC
Texas
$395K +$2.85K +112 +0.7%
KA
89
Klingman & Associates
New York
$386K -$158K -6,210 -29%
Financial Engines Advisors
90
Financial Engines Advisors
California
$383K +$25.7K +1,011 +7%
TC
91
Trust Company
Kansas
$351K +$25 +1 +0%
ACS
92
Archford Capital Strategies
Illinois
$325K -$24.7K -970 -7%
AM
93
Atwater Malick
Pennsylvania
$325K +$325K +12,787 New
Goldman Sachs
94
Goldman Sachs
New York
$324K +$324K +12,736 New
PAG
95
Private Advisor Group
New Jersey
$319K
FCH
96
Freestone Capital Holdings
Washington
$298K
PAS
97
Park Avenue Securities
New York
$293K
EWA
98
EP Wealth Advisors
California
$255K +$255K +10,020 New
SWM
99
Segment Wealth Management
Texas
$247K
CPIA
100
Cornell Pochily Investment Advisors
New York
$226K