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iShares iBonds Dec 2029 Term Muni Bond ETF

129 hedge funds and large institutions have $352M 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, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 24

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $316M → $352M (+$35.6M)

8% more funds holding

Funds holding: 119129 (+10)

3.98% less ownership

Funds ownership: 85.48%81.5% (-4%)

Holders
129
Holders Change
+10
Holders Change %
+8.4%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
62
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
101
Freestone Capital Holdings
Washington
$297K
QCM
102
Quantinno Capital Management
New York
$294K +$297K +11,616 New
PAS
103
Park Avenue Securities
New York
$292K
WWM
104
WJ Wealth Management
Arizona
$279K +$281K +11,000 New
WC
105
Wolfstich Capital
Massachusetts
$279K +$307K +12,019 New
PJSIMP
106
P.J. Schmidt Investment Management (PJS)
Wisconsin
$277K +$280K +10,940 New
PIM
107
Penobscot Investment Management
Massachusetts
$267K +$57.5K +2,250 +27%
DF
108
Daviman Financial
Indiana
$255K +$36.3K +1,419 +16%
EWA
109
EP Wealth Advisors
California
$254K
SWM
110
Segment Wealth Management
Texas
$246K
CPIA
111
Cornell Pochily Investment Advisors
New York
$235K +$9.59K +375 +4%
CSP
112
Cary Street Partners
Virginia
$220K
HW
113
HORAN Wealth
Ohio
$217K +$218K +8,517 New
WCM
114
WealthBridge Capital Management
Ohio
$208K +$210K +8,211 New
APP
115
Avantax Planning Partners
Iowa
$202K
Jones Financial Companies
116
Jones Financial Companies
Missouri
$140K +$101K +3,933 +246%
SPIA
117
Steward Partners Investment Advisory
New York
$77.3K
HI
118
Harbour Investments
Wisconsin
$67.3K +$256 +10 +0.4%
GEA
119
Glen Eagle Advisors
New Jersey
$57K
ACA
120
American Capital Advisory
Idaho
$56.3K
NWMP
121
Noble Wealth Management PBC
Colorado
$50.7K
BC
122
Barrett & Company
Rhode Island
$45.9K
PGAM
123
Princeton Global Asset Management
New Jersey
$30.4K
AA
124
Addison Advisors
Vermont
$25.5K
MB
125
MidFirst Bank
Oklahoma
$25.4K +$25.6K +1,000 New