IBMR icon

iShares iBonds Dec 2029 Term Muni Bond ETF

128 hedge funds and large institutions have $350M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
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
QCM
101
Quantinno Capital Management
New York
$294K
PAS
102
Park Avenue Securities
New York
$292K
WWM
103
WJ Wealth Management
Arizona
$279K
WC
104
Wolfstich Capital
Massachusetts
$279K
PJSIMP
105
P.J. Schmidt Investment Management (PJS)
Wisconsin
$277K
PIM
106
Penobscot Investment Management
Massachusetts
$267K
DF
107
Daviman Financial
Indiana
$255K
EWA
108
EP Wealth Advisors
California
$254K
SWM
109
Segment Wealth Management
Texas
$246K
CPIA
110
Cornell Pochily Investment Advisors
New York
$235K
CSP
111
Cary Street Partners
Virginia
$220K
HW
112
HORAN Wealth
Ohio
$217K
WCM
113
WealthBridge Capital Management
Ohio
$208K
APP
114
Avantax Planning Partners
Iowa
$202K
Jones Financial Companies
115
Jones Financial Companies
Missouri
$140K
SPIA
116
Steward Partners Investment Advisory
New York
$77.3K
HI
117
Harbour Investments
Wisconsin
$67.3K
GEA
118
Glen Eagle Advisors
New Jersey
$57K
ACA
119
American Capital Advisory
Idaho
$56.3K
NWMP
120
Noble Wealth Management PBC
Colorado
$50.7K
BC
121
Barrett & Company
Rhode Island
$45.9K
PGAM
122
Princeton Global Asset Management
New Jersey
$30.4K
AA
123
Addison Advisors
Vermont
$25.5K
MB
124
MidFirst Bank
Oklahoma
$25.4K
AF
125
Allworth Financial
California
$21K