iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
IBMR
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
1.43%
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
–
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.15M |
| 2 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$2.84M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.53M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$2.39M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$1.69M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
HI
101
Harbour Investments
Madison,
Wisconsin
| $40.3K | +$40.3K | +1,597 | New |
|
|
PGAM
102
Princeton Global Asset Management
Princeton,
New Jersey
| $27.8K | – | – | – |
|
|
AA
103
Addison Advisors
Middlebury,
Vermont
| $25.4K | +$20.8K | +825 | +458% |
|
|
AF
104
Allworth Financial
Folsom,
California
| $20.9K | – | – | – |
|
|
SC
105
Stephens Consulting
Flint,
Michigan
| $7.97K | – | – | – |
|
106
BlackRock
New York
| $3.81K | +$76 | +3 | +2% |
|
|
PS
107
Principal Securities
Des Moines,
Iowa
| $505 | – | – | – |
|
|
CA
108
Crumly & Associates
Springfield,
Illinois
| – | -$673K | -26,870 | Closed |
|
|
SWP
109
Summit Wealth Partners
Orlando,
Florida
| – | -$343K | -14,828 | Closed |
|
|
SFB
110
STAR Financial Bank
Fort Wayne,
Indiana
| – | -$299K | -11,960 | Closed |
|
|
EC
111
Elequin Capital
New York
| – | -$50.2K | -2,004 | Closed |
|
112
Fidelity Investments
Boston,
Massachusetts
| – | -$35.5K | -1,418 | Closed |
|