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iShares iBonds Dec 2029 Term Muni Bond ETF

56 hedge funds and large institutions have $114M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
30
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
1
Clearstead Advisors
Ohio
$20.3M 797,823 +23,186 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.2M 674,568 +33,338 +5%
KCM
3
Kathmere Capital Management
Pennsylvania
$13.4M 526,001 +526,001 New
HighTower Advisors
4
HighTower Advisors
Illinois
$12.8M 502,992 +155,564 +45%
GA
5
Gateway Advisory
New Jersey
$6.13M 240,357 +1,778 +0.7%
Bank of America
6
Bank of America
North Carolina
$5.04M 197,803 +165,278 +508%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.48M 136,404 +25,761 +23%
CPWM
8
Cypress Point Wealth Management
Texas
$3.03M 118,748 +753 +0.6%
PWM
9
Praetorian Wealth Management
California
$3.01M 118,268 +11,444 +11%
UBS Group
10
UBS Group
Switzerland
$2.73M 106,973 +15,880 +17%
CTC
11
Central Trust Company
Missouri
$2.35M 92,254 +13,561 +17%
SVWAG
12
Sound View Wealth Advisors Group
Georgia
$1.75M 68,506 +3,079 +5%
QFA
13
Quantum Financial Advisors
California
$1.7M 66,863 +66,863 New
CA
14
Crumly & Associates
Illinois
$1.42M 55,835 -23,534 -30%
RJA
15
Raymond James & Associates
Florida
$1.28M 50,398 +5,379 +12%
LPL Financial
16
LPL Financial
California
$1.11M 43,587 +24,403 +127%
HCM
17
Howland Capital Management
Massachusetts
$1M 39,354 +39,354 New
SSB
18
Sandy Spring Bank
Maryland
$949K 37,249 +4,717 +14%
Osaic Holdings
19
Osaic Holdings
Arizona
$947K 37,143 +8,502 +30%
JIR
20
James Investment Research
Ohio
$857K 33,630 -1,964 -6%
REMPR
21
Roof Eidam Maycock Peralta (REMP)
California
$844K 33,100 +3,000 +10%
Jane Street
22
Jane Street
New York
$842K 33,024 +12,491 +61%
CCM
23
Coldstream Capital Management
Washington
$792K 31,058 +7,592 +32%
SCA
24
Snowden Capital Advisors
New York
$790K 31,000
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$779K 30,563 +435 +1%