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iShares iBonds Dec 2029 Term Muni Bond ETF
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Overview Fund Activity

50 hedge funds and large institutions have $81.5M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$19.3M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$8.64M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$712K
5
UBS Group
5
UBS Group
Switzerland
$2.26M

Top Sellers

1
CA
1
Crumly & Associates
Illinois
$1.97M
2
LHC
2
Little House Capital
Massachusetts
$0
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$0
4
GA
4
Gateway Advisory
New Jersey
$5.93M
5
KA
5
Klingman & Associates
New York
$602K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Clearstead Advisors
Ohio
$19.3M 774,637 +774,637 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.9M 641,230 +37,573 +6%
HighTower Advisors
3
HighTower Advisors
Illinois
$8.64M 347,428 +347,428 New
GA
4
Gateway Advisory
New Jersey
$5.93M 238,579 -20,970 -8%
CPWM
5
Cypress Point Wealth Management
Texas
$2.93M 117,995 +738 +0.6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.75M 110,643 +19,966 +22%
PWM
7
Praetorian Wealth Management
California
$2.66M 106,824 +16,291 +18%
UBS Group
8
UBS Group
Switzerland
$2.26M 91,093 +24,711 +37%
CA
9
Crumly & Associates
Illinois
$1.97M 79,369 -163,482 -67%
CTC
10
Central Trust Company
Missouri
$1.96M 78,693 +17,055 +28%
SVWAG
11
Sound View Wealth Advisors Group
Georgia
$1.63M 65,427 +1,301 +2%
RJA
12
Raymond James & Associates
Florida
$1.12M 45,019 +2,311 +5%
JIR
13
James Investment Research
Ohio
$885K 35,594 -200 -0.6%
SSB
14
Sandy Spring Bank
Maryland
$809K 32,532 +5,702 +21%
Bank of America
15
Bank of America
North Carolina
$809K 32,525 +8,565 +36%
SCA
16
Snowden Capital Advisors
New York
$771K 31,000 – –
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$749K 30,128 -430 -1%
REMPR
18
Roof Eidam Maycock Peralta (REMP)
California
$748K 30,100 – –
Osaic Holdings
19
Osaic Holdings
Arizona
$712K 28,641 +24,897 +665%
KA
20
Klingman & Associates
New York
$602K 24,213 -18,076 -43%
GWMR
21
GC Wealth Management RIA
Massachusetts
$586K 23,554 +1,593 +7%
CCM
22
Coldstream Capital Management
Washington
$583K 23,466 +12,112 +107%
FA
23
FF Advisors
California
$562K 22,602 -1,523 -6%
Jane Street
24
Jane Street
New York
$510K 20,533 +11,113 +118%
VA
25
Valmark Advisers
Ohio
$497K 19,992 +6,148 +44%
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