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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.

Holders
96
Holders Change
+12
Holders Change %
+14.29%
% of All Funds
1.3%
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 Market Value Shares Shares
Change
Shares
Change %
CA
1
Clearstead Advisors
Ohio
$21.3M 852,633 -9,530 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.1M 762,631 +33,839 +5%
HighTower Advisors
3
HighTower Advisors
Illinois
$18.5M 740,147 +87,238 +13%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$17.7M 705,785 +46,104 +7%
KCM
5
Kathmere Capital Management
Pennsylvania
$9.87M 394,027 +237,045 +151%
Bank of America
6
Bank of America
North Carolina
$9.76M 389,709 +205,459 +112%
UBS Group
7
UBS Group
Switzerland
$8.5M 339,315 +84,113 +33%
Raymond James Financial
8
Raymond James Financial
Florida
$7.07M 282,483 +106,757 +61%
Wells Fargo
9
Wells Fargo
California
$4.56M 182,191 +18,004 +11%
PWM
10
Praetorian Wealth Management
California
$4.2M 167,865 +14,177 +9%
US Bancorp
11
US Bancorp
Minnesota
$3.81M 152,239 +98,063 +181%
LPL Financial
12
LPL Financial
California
$3.36M 134,333 +43,098 +47%
CPWM
13
Cypress Point Wealth Management
Texas
$3M 119,718
CTC
14
Central Trust Company
Missouri
$2.9M 115,816 +1,261 +1%
LIA
15
LBMC Investment Advisors
Tennessee
$2.81M 112,413 +45,084 +67%
HCM
16
Howland Capital Management
Massachusetts
$2.47M 98,654 +56,300 +133%
CCM
17
Coldstream Capital Management
Washington
$2.47M 98,556 +10,814 +12%
UCFA
18
United Capital Financial Advisors
Texas
$2.43M 97,011 +20,648 +27%
NA
19
NewEdge Advisors
Louisiana
$2.11M 84,353 -21,499 -20%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.1M 83,819 +12,809 +18%
Jane Street
21
Jane Street
New York
$1.94M 77,640 +77,640 New
WIC
22
Woodmont Investment Counsel
Tennessee
$1.9M 76,056 +10,652 +16%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$1.87M 74,671 +5,999 +9%
QFA
24
Quantum Financial Advisors
California
$1.86M 74,205 +74,205 New
Lido Advisors
25
Lido Advisors
California
$1.81M 72,385 +63,305 +697%