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iShares iBonds Dec 2029 Term Muni Bond ETF
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Overview Fund Activity

37 hedge funds and large institutions have $56.1M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
37
Holders Change
+26
Holders Change %
+236.36%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
4
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$17.1M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$8.21M
3
CA
3
Crumly & Associates
Illinois
$7.9M
4
GA
4
Gateway Advisory
New Jersey
$6.3M
5
CPWM
5
Cypress Point Wealth Management
Texas
$3M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$0
2
CIM
2
Confluence Investment Management
Missouri
$330K
Name Market Value Shares Shares
Change 		Shares
Change %
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$17.1M 669,722 +669,722 New
HighTower Advisors
2
HighTower Advisors
Illinois
$8.21M 320,793 +320,793 New
CA
3
Crumly & Associates
Illinois
$7.9M 308,717 +308,717 New
GA
4
Gateway Advisory
New Jersey
$6.3M 246,158 +246,158 New
CPWM
5
Cypress Point Wealth Management
Texas
$3M 117,000 +117,000 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.09M 81,770 +81,770 New
SVWAG
7
Sound View Wealth Advisors Group
Georgia
$1.69M 66,049 +66,049 New
PWM
8
Praetorian Wealth Management
California
$1.08M 42,069 +42,069 New
RJA
9
Raymond James & Associates
Florida
$1.06M 41,370 +41,370 New
KA
10
Klingman & Associates
New York
$890K 34,776 +12,920 +59%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$779K 30,417 +30,417 New
CTC
12
Central Trust Company
Missouri
$680K 26,577 +26,577 New
FA
13
FF Advisors
California
$532K 20,780 +20,780 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$512K 20,000 – –
JIR
15
James Investment Research
Ohio
$497K 19,400 +19,400 New
WI
16
WrapManager Inc
California
$392K 15,322 +15,322 New
Bank of America
17
Bank of America
North Carolina
$351K 13,713 +13,713 New
CIM
18
Confluence Investment Management
Missouri
$330K 12,886 -1 -0%
Stifel Financial
19
Stifel Financial
Missouri
$294K 11,500 +11,500 New
Citadel Advisors
20
Citadel Advisors
Florida
$270K 10,566 +10,566 New
PA
21
Parallel Advisors
California
$256K 10,000 – –
PCH
22
PGIM Custom Harvest
New Jersey
$226K 8,830 +8,830 New
PCIA
23
Prime Capital Investment Advisors
Kansas
$226K 8,830 +8,830 New
SSB
24
Sandy Spring Bank
Maryland
$225K 8,780 +3,920 +81%
CIA
25
Capital Investment Advisors
Georgia
$213K 8,315 +8,315 New
1
2