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iShares iBonds Dec 2029 Term Muni Bond ETF

84 hedge funds and large institutions have $153M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
84
Holders Change
+28
Holders Change %
+50%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
28
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
1
Clearstead Advisors
Ohio
$21.5M 862,163 +64,340 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.2M 728,792 +54,224 +8%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$16.5M 659,681 +659,681 New
HighTower Advisors
4
HighTower Advisors
Illinois
$16.3M 652,909 +149,917 +30%
UBS Group
5
UBS Group
Switzerland
$6.37M 255,202 +148,229 +139%
Bank of America
6
Bank of America
North Carolina
$4.6M 184,250 -13,553 -7%
Raymond James Financial
7
Raymond James Financial
Florida
$4.39M 175,726 +175,726 New
Wells Fargo
8
Wells Fargo
California
$4.1M 164,187 +140,181 +584%
KCM
9
Kathmere Capital Management
Pennsylvania
$3.92M 156,982 -369,019 -70%
PWM
10
Praetorian Wealth Management
California
$3.84M 153,688 +35,420 +30%
CPWM
11
Cypress Point Wealth Management
Texas
$2.99M 119,718 +970 +0.8%
CTC
12
Central Trust Company
Missouri
$2.86M 114,555 +22,301 +24%
NA
13
NewEdge Advisors
Louisiana
$2.64M 105,852 +105,852 New
LPL Financial
14
LPL Financial
California
$2.28M 91,235 +47,648 +109%
CCM
15
Coldstream Capital Management
Washington
$2.19M 87,742 +56,684 +183%
UCFA
16
United Capital Financial Advisors
Texas
$1.91M 76,363 +76,363 New
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.77M 71,010 +71,010 New
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$1.72M 68,672 +166 +0.2%
LIA
19
LBMC Investment Advisors
Tennessee
$1.68M 67,329 +67,329 New
WIC
20
Woodmont Investment Counsel
Tennessee
$1.63M 65,404 +45,023 +221%
Morgan Stanley
21
Morgan Stanley
New York
$1.52M 60,824 +60,824 New
SWA
22
Sax Wealth Advisors
New Jersey
$1.38M 60,061 +60,061 New
Osaic Holdings
23
Osaic Holdings
Arizona
$1.36M 54,403 +17,260 +46%
US Bancorp
24
US Bancorp
Minnesota
$1.35M 54,176 +54,176 New
CA
25
Crumly & Associates
Illinois
$1.34M 53,742 -2,093 -4%