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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
CSP
101
Cary Street Partners
Virginia
$221K
DF
102
Daviman Financial
Indiana
$220K +$220K +8,639 New
GT
103
Glenview Trust
Kentucky
$219K
PIM
104
Penobscot Investment Management
Massachusetts
$211K
APP
105
Avantax Planning Partners
Iowa
$203K
MPWT
106
MassMutual Private Wealth & Trust
Connecticut
$156K -$40.1K -1,578 -20%
SPIA
107
Steward Partners Investment Advisory
New York
$77.5K
HI
108
Harbour Investments
Wisconsin
$67.2K +$559 +22 +0.8%
GEA
109
Glen Eagle Advisors
New Jersey
$57.2K
ACA
110
American Capital Advisory
Idaho
$56.4K
NWMP
111
Noble Wealth Management PBC
Colorado
$50.9K
BC
112
Barrett & Company
Rhode Island
$46K
Jones Financial Companies
113
Jones Financial Companies
Missouri
$40.6K +$39.4K +1,549 +3,296%
PGAM
114
Princeton Global Asset Management
New Jersey
$30.5K +$2.54K +100 +9%
AA
115
Addison Advisors
Vermont
$25.6K
SC
116
Stephens Consulting
Michigan
$8.04K
BlackRock
117
BlackRock
New York
$3.84K
SIS
118
Sound Income Strategies
Florida
$1.13K +$1.12K +44 New
AWM
119
AE Wealth Management
Kansas
$966 +$966 +38 New
SCM
120
Spreng Capital Management
Ohio
-$6.12M -260,831 Closed
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
-$3.13M -122,427 Closed
QFA
122
Quantum Financial Advisors
California
-$3.08M -120,758 Closed
BCI
123
Brinker Capital Investments
Pennsylvania
-$1.1M -42,985 Closed
FTUS
124
Flow Traders U.S.
New York
-$590K -23,116 Closed
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
-$279K -10,918 Closed