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iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
IBMR
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: 119 → 129 (+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
–
Top Buyers
| 1 |
P
Paradiem
Covington,
Louisiana
|
+$10.1M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$6.14M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.84M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.52M |
| 5 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
+$3.18M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
126
Allworth Financial
Folsom,
California
| $21K | +$21.2K | +829 | New |
|
127
BlackRock
New York
| $3.83K | – | – | – |
|
|
RFP
128
Root Financial Partners
Encinitas,
California
| $3.35K | +$3.37K | +132 | New |
|
129
Fidelity Investments
Boston,
Massachusetts
| $3.27K | +$3.3K | +129 | New |
|
|
FBB
130
Fulton Breakefield Broenniman
Bethesda,
Maryland
| – | -$3.05M | -130,223 | Closed |
|
|
CPWM
131
Cypress Point Wealth Management
Dallas,
Texas
| – | -$3.04M | -119,718 | Closed |
|
|
EC
132
Elequin Capital
New York
| – | -$773K | -30,406 | Closed |
|
|
PPWM
133
PFG Private Wealth Management
Lutz,
Florida
| – | -$525K | -20,633 | Closed |
|
134
Goldman Sachs
New York
| – | -$324K | -12,736 | Closed |
|
|
MPWT
135
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$156K | -6,146 | Closed |
|
|
SIS
136
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$1.13K | -44 | Closed |
|
|
AWM
137
AE Wealth Management
Topeka,
Kansas
| – | -$966 | -38 | Closed |
|