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iShares iBonds Dec 2029 Term Muni Bond ETF

129 hedge funds and large institutions have $352M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 24

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $316M → $352M (+$35.6M)

8% more funds holding

Funds holding: 119129 (+10)

3.98% less ownership

Funds ownership: 85.48%81.5% (-4%)

Holders
129
Holders Change
+10
Holders Change %
+8.4%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
62
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$43.6M -$9.52M -372,566 -18%
Bank of America
2
Bank of America
North Carolina
$39M +$4.84M +189,258 +14%
CA
3
Clearstead Advisors
Ohio
$24.8M +$703K +27,504 +3%
HighTower Advisors
4
HighTower Advisors
Illinois
$18.6M -$329K -12,861 -2%
LIA
5
LBMC Investment Advisors
Tennessee
$12.4M +$1.74M +68,082 +16%
Wells Fargo
6
Wells Fargo
California
$10.7M +$768K +30,030 +8%
P
7
Paradiem
Louisiana
$10M +$10.1M +396,376 New
US Bancorp
8
US Bancorp
Minnesota
$9.73M -$31.2K -1,219 -0.3%
Lido Advisors
9
Lido Advisors
California
$8.81M +$6.14M +240,258 +224%
CIA
10
Covington Investment Advisors
Pennsylvania
$7.24M +$1.19M +46,435 +19%
KCM
11
Kathmere Capital Management
Pennsylvania
$6.92M -$171K -6,700 -2%
Raymond James Financial
12
Raymond James Financial
Florida
$6.47M +$445K +17,404 +7%
PWM
13
Praetorian Wealth Management
California
$6.31M +$1.11M +43,286 +21%
LPL Financial
14
LPL Financial
California
$6.27M +$1.34M +52,589 +27%
UBS Group
15
UBS Group
Switzerland
$5.68M -$1.9M -74,417 -25%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.6M +$1.72M +67,127 +44%
Morgan Stanley
17
Morgan Stanley
New York
$4.63M +$1.18M +46,048 +34%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.49M +$4.52M +176,991 New
Stifel Financial
19
Stifel Financial
Missouri
$4.37M +$221K +8,644 +5%
HCM
20
Howland Capital Management
Massachusetts
$4.31M +$64.4K +2,520 +2%
UCFA
21
United Capital Financial Advisors
Texas
$4.25M +$965K +37,731 +29%
CWP
22
Cyndeo Wealth Partners
Florida
$4.08M +$3.04M +118,779 +282%
CTC
23
Central Trust Company
Missouri
$3.54M -$115K -4,491 -3%
CCM
24
Coldstream Capital Management
Washington
$3.4M +$199K +7,785 +6%
SF
25
Summit Financial
New Jersey
$3.11M -$788K -30,807 -20%