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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

152 hedge funds and large institutions have $388M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 29 reducing their positions, and 6 closing their positions.

Holders
152
Holders Change
+12
Holders Change %
+8.57%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
70
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$52.6M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$21.8M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.93M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.08M
5
CIM
5
Confluence Investment Management
Missouri
$2.51M

Top Sellers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$7.65M
2
Raymond James Financial
2
Raymond James Financial
Florida
$6.09M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$16.6M
4
UBS Group
4
UBS Group
Switzerland
$8.51M
5
CA
5
Crumly & Associates
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CPWM
26
Cypress Point Wealth Management
Texas
$3.04M 119,536 – –
Jane Street
27
Jane Street
New York
$2.99M 117,601 +56,243 +92%
IWC
28
Integrated Wealth Concepts
Massachusetts
$2.92M 115,028 +3,599 +3%
Ameriprise
29
Ameriprise
Minnesota
$2.87M 113,132 +3,841 +4%
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$2.86M 112,390 +23,636 +27%
UCFA
31
United Capital Financial Advisors
Texas
$2.72M 107,202 +66 +0.1%
CIM
32
Confluence Investment Management
Missouri
$2.51M 98,908 +65,971 +200%
SWA
33
Stratos Wealth Advisors
Ohio
$2.49M 97,842 +56,730 +138%
CWP
34
Cyndeo Wealth Partners
Florida
$2.47M 97,284 -10,483 -10%
WIC
35
Woodmont Investment Counsel
Tennessee
$2.44M 95,929 +14,020 +17%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.36M 92,733 -1,194 -1%
QFA
37
Quantum Financial Advisors
California
$2.22M 87,204 +4,244 +5%
EFP
38
Envision Financial Planning
Tennessee
$2.15M 84,482 -5,415 -6%
CCM
39
Coldstream Capital Management
Washington
$2.13M 83,958 +1,973 +2%
LPT
40
Legacy Private Trust
Wisconsin
$2.09M 82,149 – –
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$2.08M 81,923 +81,923 New
BEI
42
Benjamin Edwards Inc
Missouri
$2.08M 81,830 +49,171 +151%
AUB
43
Atlantic Union Bankshares
Virginia
$1.61M 63,186 +63,186 New
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$1.6M 62,843 +1,986 +3%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.59M 62,636 +1,977 +3%
VA
46
Valmark Advisers
Ohio
$1.52M 59,642 +6,129 +11%
CIA
47
Capital Investment Advisors
Georgia
$1.49M 58,555 +6,805 +13%
ST
48
Spinnaker Trust
Maine
$1.37M 54,020 +6,415 +13%
SPA
49
Sentinel Pension Advisors
Massachusetts
$1.3M 51,221 +311 +0.6%
LIM
50
Leavell Investment Management
Alabama
$1.28M 50,439 +24,328 +93%
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