We are live on ! Find out more
IBMR icon

iShares iBonds Dec 2029 Term Muni Bond ETF

96 hedge funds and large institutions have $192M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 11

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

25% more capital invested

Capital invested by funds: $153M → $192M (+$38.7M)

14% more funds holding

Funds holding: 8496 (+12)

5.9% less ownership

Funds ownership: 93.1%87.2% (-5.9%)

Holders
96
Holders Change
+12
Holders Change %
+14.29%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
46
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Clearstead Advisors
Ohio
$21.3M -$239K -9,530 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.1M +$849K +33,839 +5%
HighTower Advisors
3
HighTower Advisors
Illinois
$18.5M +$2.19M +87,238 +13%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$17.7M +$1.16M +46,104 +7%
KCM
5
Kathmere Capital Management
Pennsylvania
$9.87M +$5.95M +237,045 +151%
Bank of America
6
Bank of America
North Carolina
$9.76M +$5.15M +205,459 +112%
UBS Group
7
UBS Group
Switzerland
$8.5M +$2.11M +84,113 +33%
Raymond James Financial
8
Raymond James Financial
Florida
$7.07M +$2.68M +106,757 +61%
Wells Fargo
9
Wells Fargo
California
$4.56M +$452K +18,004 +11%
PWM
10
Praetorian Wealth Management
California
$4.2M +$356K +14,177 +9%
US Bancorp
11
US Bancorp
Minnesota
$3.81M +$2.46M +98,063 +181%
LPL Financial
12
LPL Financial
California
$3.36M +$1.08M +43,098 +47%
CPWM
13
Cypress Point Wealth Management
Texas
$3M
CTC
14
Central Trust Company
Missouri
$2.9M +$31.6K +1,261 +1%
LIA
15
LBMC Investment Advisors
Tennessee
$2.81M +$1.13M +45,084 +67%
HCM
16
Howland Capital Management
Massachusetts
$2.47M +$1.41M +56,300 +133%
CCM
17
Coldstream Capital Management
Washington
$2.47M +$271K +10,814 +12%
UCFA
18
United Capital Financial Advisors
Texas
$2.43M +$518K +20,648 +27%
NA
19
NewEdge Advisors
Louisiana
$2.11M -$539K -21,499 -20%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.1M +$321K +12,809 +18%
Jane Street
21
Jane Street
New York
$1.94M +$1.95M +77,640 New
WIC
22
Woodmont Investment Counsel
Tennessee
$1.9M +$267K +10,652 +16%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$1.87M +$150K +5,999 +9%
QFA
24
Quantum Financial Advisors
California
$1.86M +$1.86M +74,205 New
Lido Advisors
25
Lido Advisors
California
$1.81M +$1.59M +63,305 +697%