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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

140 hedge funds and large institutions have $365M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
140
Holders Change
+9
Holders Change %
+6.87%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
59
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$48.7M
2
Lido Advisors
2
Lido Advisors
California
$4.27M
3
LIA
3
LBMC Investment Advisors
Tennessee
$8.11M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$19M
5
Jane Street
5
Jane Street
New York
$1.55M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$864K
2
Wells Fargo
2
Wells Fargo
California
$11M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.61M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$14M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$2.82M +$1.21M +47,836 +75%
Ameriprise
27
Ameriprise
Minnesota
$2.76M +$65.1K +2,575 +2%
CWP
28
Cyndeo Wealth Partners
Florida
$2.73M +$491K +19,397 +22%
Stifel Financial
29
Stifel Financial
Missouri
$2.71M +$240K +9,509 +10%
UCFA
30
United Capital Financial Advisors
Texas
$2.71M +$430K +16,997 +19%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.38M +$260K +10,290 +12%
EFP
32
Envision Financial Planning
Tennessee
$2.27M -$109K -4,305 -5%
SVWAG
33
Sound View Wealth Advisors Group
Georgia
$2.24M +$198K +7,835 +10%
QFA
34
Quantum Financial Advisors
California
$2.1M +$129K +5,107 +7%
LPT
35
Legacy Private Trust
Wisconsin
$2.08M +$610K +24,126 +42%
CCM
36
Coldstream Capital Management
Washington
$2.07M +$207K +8,180 +11%
WIC
37
Woodmont Investment Counsel
Tennessee
$2.07M +$101K +4,000 +5%
SSB
38
Sandy Spring Bank
Maryland
$1.56M +$206K +8,131 +15%
Jane Street
39
Jane Street
New York
$1.55M +$1.55M +61,358 New
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$1.54M +$48.6K +1,922 +3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.53M +$772K +30,536 +101%
VA
42
Valmark Advisers
Ohio
$1.35M -$12.3K -485 -0.9%
CIA
43
Capital Investment Advisors
Georgia
$1.31M +$66.3K +2,621 +5%
SPA
44
Sentinel Pension Advisors
Massachusetts
$1.29M +$5.34K +211 +0.4%
NDSI
45
Newman Dignan & Sheerar Inc
Rhode Island
$1.22M +$225K +8,890 +23%
ST
46
Spinnaker Trust
Maine
$1.2M +$110K +4,360 +10%
SWMG
47
Signature Wealth Management Group
Georgia
$1.18M -$16.9K -668 -1%
RAG
48
RIA Advisory Group
Iowa
$1.15M +$1.15M +45,464 New
GHA
49
Granite Harbor Advisors
Texas
$1.15M +$65.9K +2,604 +6%
EPW
50
Evergreen Private Wealth
Colorado
$1.09M +$61.8K +2,443 +6%
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