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iShares iBonds Dec 2029 Term Muni Bond ETF

119 hedge funds and large institutions have $316M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

377% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 13

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

32% more capital invested

Capital invested by funds: $240M → $316M (+$76M)

5% more funds holding

Funds holding: 113119 (+6)

4.26% more ownership

Funds ownership: 81.23%85.48% (+4.3%)

Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
62
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$53.2M +$32.3M +1,271,042 +155%
Bank of America
2
Bank of America
North Carolina
$34.3M +$19.7M +776,430 +136%
CA
3
Clearstead Advisors
Ohio
$24.2M +$1.28M +50,311 +6%
HighTower Advisors
4
HighTower Advisors
Illinois
$19M +$858K +33,754 +5%
LIA
5
LBMC Investment Advisors
Tennessee
$10.7M +$4.04M +158,746 +61%
Wells Fargo
6
Wells Fargo
California
$9.95M +$1.67M +65,600 +20%
US Bancorp
7
US Bancorp
Minnesota
$9.79M +$1.26M +49,495 +15%
UBS Group
8
UBS Group
Switzerland
$7.59M -$387K -15,216 -5%
KCM
9
Kathmere Capital Management
Pennsylvania
$7.11M -$8.85K -348 -0.1%
CIA
10
Covington Investment Advisors
Pennsylvania
$6.08M +$6.07M +238,975 New
Raymond James Financial
11
Raymond James Financial
Florida
$6.05M +$707K +27,819 +13%
PWM
12
Praetorian Wealth Management
California
$5.23M +$766K +30,120 +17%
LPL Financial
13
LPL Financial
California
$4.95M +$429K +16,889 +10%
HCM
14
Howland Capital Management
Massachusetts
$4.26M +$1.13M +44,350 +36%
Stifel Financial
15
Stifel Financial
Missouri
$4.16M +$827K +32,517 +25%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.91M +$514K +20,239 +15%
SF
17
Summit Financial
New Jersey
$3.9M +$48.2K +1,898 +1%
CTC
18
Central Trust Company
Missouri
$3.67M +$379K +14,921 +12%
Morgan Stanley
19
Morgan Stanley
New York
$3.47M +$1.39M +54,650 +67%
UCFA
20
United Capital Financial Advisors
Texas
$3.31M +$434K +17,060 +15%
CCM
21
Coldstream Capital Management
Washington
$3.22M +$374K +14,718 +13%
FBB
22
Fulton Breakefield Broenniman
Maryland
$3.05M +$3.31M +130,223 New
CPWM
23
Cypress Point Wealth Management
Texas
$3.04M
Lido Advisors
24
Lido Advisors
California
$2.73M +$450K +17,694 +20%
IWC
25
Integrated Wealth Concepts
Massachusetts
$2.65M +$1.6M +62,994 +153%