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iShares iBonds Dec 2029 Term Muni Bond ETF

48 hedge funds and large institutions have $74.2M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

32% more capital invested

Capital invested by funds: $56.1M → $74.2M (+$18.1M)

30% more funds holding

Funds holding: 3748 (+11)

10.98% less ownership

Funds ownership: 89.45%78.47% (-11%)

Holders
48
Holders Change
+11
Holders Change %
+29.73%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
21
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$18.3M +$1.36M +53,474 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.2M +$15.3M +603,657 New
GA
3
Gateway Advisory
New Jersey
$6.55M +$340K +13,391 +5%
CA
4
Crumly & Associates
Illinois
$6.13M -$1.67M -65,866 -21%
CPWM
5
Cypress Point Wealth Management
Texas
$2.96M +$6.53K +257 +0.2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.29M +$226K +8,907 +11%
PWM
7
Praetorian Wealth Management
California
$2.29M +$1.23M +48,464 +115%
UBS Group
8
UBS Group
Switzerland
$1.68M +$1.66M +65,181 +5,427%
SVWAG
9
Sound View Wealth Advisors Group
Georgia
$1.62M -$48.8K -1,923 -3%
CTC
10
Central Trust Company
Missouri
$1.56M +$891K +35,061 +132%
RJA
11
Raymond James & Associates
Florida
$1.08M +$34K +1,338 +3%
KA
12
Klingman & Associates
New York
$1.07M +$191K +7,513 +22%
LHC
13
Little House Capital
Massachusetts
$1.06M +$1.18M +46,529 New
JIR
14
James Investment Research
Ohio
$904K +$416K +16,394 +85%
SCA
15
Snowden Capital Advisors
New York
$783K +$787K +31,000 New
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$771K +$3.58K +141 +0.5%
REMPR
17
Roof Eidam Maycock Peralta (REMP)
California
$760K +$765K +30,100 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$717K +$213K +8,396 +42%
SSB
19
Sandy Spring Bank
Maryland
$677K +$458K +18,050 +206%
FA
20
FF Advisors
California
$609K +$85K +3,345 +16%
Bank of America
21
Bank of America
North Carolina
$605K +$260K +10,247 +75%
GWMR
22
GC Wealth Management RIA
Massachusetts
$554K +$558K +21,961 New
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$506K +$509K +20,046 New
CA
24
Cetera Advisors
Colorado
$505K +$508K +20,000 New
WI
25
WrapManager Inc
California
$401K +$14.5K +569 +4%