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iShares iBonds Dec 2029 Term Muni Bond ETF

107 hedge funds and large institutions have $217M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+11
Holders Change %
+11.46%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
50
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1
Clearstead Advisors
Ohio
$22.3M +$751K +29,761 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.7M +$490K +19,413 +3%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$19.3M +$1.48M +58,797 +8%
HighTower Advisors
4
HighTower Advisors
Illinois
$18.5M -$221K -8,755 -1%
Bank of America
5
Bank of America
North Carolina
$13M +$3.15M +124,995 +32%
UBS Group
6
UBS Group
Switzerland
$7.98M -$585K -23,204 -7%
KCM
7
Kathmere Capital Management
Pennsylvania
$6.99M -$2.95M -116,780 -30%
US Bancorp
8
US Bancorp
Minnesota
$6.37M +$2.53M +100,309 +66%
LIA
9
LBMC Investment Advisors
Tennessee
$5.67M +$2.84M +112,408 +100%
Raymond James Financial
10
Raymond James Financial
Florida
$5.62M -$1.51M -59,777 -21%
Wells Fargo
11
Wells Fargo
California
$5.24M +$642K +25,455 +14%
PWM
12
Praetorian Wealth Management
California
$4.69M +$162K +6,006 +4%
LPL Financial
13
LPL Financial
California
$4.12M +$729K +28,886 +22%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.17M +$1.06M +41,958 +50%
CTC
15
Central Trust Company
Missouri
$3.14M +$213K +8,445 +7%
Stifel Financial
16
Stifel Financial
Missouri
$3.08M +$2.39M +94,692 +344%
CPWM
17
Cypress Point Wealth Management
Texas
$3.02M
CCM
18
Coldstream Capital Management
Washington
$2.52M +$30.9K +1,226 +1%
UCFA
19
United Capital Financial Advisors
Texas
$2.49M +$42.7K +1,691 +2%
WIC
20
Woodmont Investment Counsel
Tennessee
$2.31M +$387K +15,348 +20%
HCM
21
Howland Capital Management
Massachusetts
$2.19M -$300K -11,908 -12%
Lido Advisors
22
Lido Advisors
California
$2.1M +$272K +10,788 +15%
NA
23
NewEdge Advisors
Louisiana
$2.09M -$36.2K -1,436 -2%
CIM
24
Confluence Investment Management
Missouri
$2M +$1.69M +67,047 +544%
QFA
25
Quantum Financial Advisors
California
$1.96M +$86.6K +3,431 +5%