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iShares iBonds Dec 2028 Term Muni Bond ETF

175 hedge funds and large institutions have $521M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 93 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
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
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$3.73M
IWC
27
Integrated Wealth Concepts
Massachusetts
$3.39M
UCFA
28
United Capital Financial Advisors
Texas
$3.39M
QFA
29
Quantum Financial Advisors
California
$3.27M
Raymond James Financial
30
Raymond James Financial
Florida
$3.23M
BPA
31
Beacon Pointe Advisors
California
$3.22M
LIM
32
Leavell Investment Management
Alabama
$3.17M
CWP
33
Cyndeo Wealth Partners
Florida
$3.11M
CPWM
34
Cypress Point Wealth Management
Texas
$3.06M
CCM
35
Coldstream Capital Management
Washington
$2.94M
PA
36
PSI Advisors
Florida
$2.79M
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.68M
SCG
38
Sonata Capital Group
Washington
$2.54M
BEI
39
Benjamin Edwards Inc
Missouri
$2.5M
Ameriprise
40
Ameriprise
Minnesota
$2.45M
AM
41
Atwater Malick
Pennsylvania
$2.43M
CIM
42
Confluence Investment Management
Missouri
$2.39M
PWM
43
Parkway Wealth Management
Texas
$2.35M
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$1.96M
VA
45
Valmark Advisers
Ohio
$1.87M
AUB
46
Atlantic Union Bankshares
Virginia
$1.83M
SA
47
Sanctuary Advisors
Indiana
$1.79M
EIP
48
Ellis Investment Partners
Pennsylvania
$1.78M
WIC
49
Woodmont Investment Counsel
Tennessee
$1.78M
ST
50
Spinnaker Trust
Maine
$1.68M