We are live on
!
Find out more
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
IBMQ
186 hedge funds and large institutions have $540M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 98 increasing their positions, 28 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
250% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 28
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
5% more funds holding
Funds holding: 177 → 186 (+9)
4% more capital invested
Capital invested by funds: $521M → $540M (+$19.8M)
5.38% less ownership
Funds ownership: 91.08% → 85.71% (-5.4%)
Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
98
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
P
Paradiem
Covington,
Louisiana
|
+$10.1M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$8.68M |
| 3 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$7.47M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.66M |
| 5 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
+$3.45M |
Top Sellers
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$47.4M |
| 2 |
Morgan Stanley
New York
|
-$4.41M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$1.26M |
| 4 |
PA
PSI Advisors
Tampa,
Florida
|
-$770K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$525K |
