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iShares iBonds Dec 2029 Term Muni Bond ETF

110 hedge funds and large institutions have $239M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Clearstead Advisors
Ohio
$23M
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$21M
HighTower Advisors
3
HighTower Advisors
Illinois
$18.2M
Bank of America
4
Bank of America
North Carolina
$14.6M
VBFG
5
Vishria Bird Financial Group
Tennessee
$9.78M
US Bancorp
6
US Bancorp
Minnesota
$8.56M
Wells Fargo
7
Wells Fargo
California
$8.32M
UBS Group
8
UBS Group
Switzerland
$8.01M
KCM
9
Kathmere Capital Management
Pennsylvania
$7.15M
LIA
10
LBMC Investment Advisors
Tennessee
$6.65M
SCM
11
Spreng Capital Management
Ohio
$6.12M
Raymond James Financial
12
Raymond James Financial
Florida
$5.37M
LPL Financial
13
LPL Financial
California
$4.54M
PWM
14
Praetorian Wealth Management
California
$4.48M
SF
15
Summit Financial
New Jersey
$3.87M
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.41M
Stifel Financial
17
Stifel Financial
Missouri
$3.35M
CTC
18
Central Trust Company
Missouri
$3.3M
HBT
19
Hills Bank & Trust
Iowa
$3.2M
HCM
20
Howland Capital Management
Massachusetts
$3.14M
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.13M
QFA
22
Quantum Financial Advisors
California
$3.08M
CPWM
23
Cypress Point Wealth Management
Texas
$3.06M
UCFA
24
United Capital Financial Advisors
Texas
$2.89M
CCM
25
Coldstream Capital Management
Washington
$2.85M