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iShares iBonds Dec 2028 Term Muni Bond ETF

163 hedge funds and large institutions have $429M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 33

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $389M → $429M (+$39.8M)

5% more funds holding

Funds holding: 155163 (+8)

1.54% less ownership

Funds ownership: 86.1%84.55% (-1.5%)

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
79
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
26
Central Trust Company
Missouri
$3.88M +$6.52K +255 +0.2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.41M -$18.1M -708,017 -84%
QFA
28
Quantum Financial Advisors
California
$3.32M +$1.09M +42,442 +49%
BPA
29
Beacon Pointe Advisors
California
$3.19M +$2.58M +100,971 +430%
IWC
30
Integrated Wealth Concepts
Massachusetts
$3.09M +$141K +5,527 +5%
CPWM
31
Cypress Point Wealth Management
Texas
$3.06M
UCFA
32
United Capital Financial Advisors
Texas
$3.06M +$306K +11,977 +11%
SVWAG
33
Sound View Wealth Advisors Group
Georgia
$2.64M -$243K -9,495 -8%
LIM
34
Leavell Investment Management
Alabama
$2.56M +$1.26M +49,410 +98%
CWP
35
Cyndeo Wealth Partners
Florida
$2.48M -$13.3K -520 -0.5%
CCM
36
Coldstream Capital Management
Washington
$2.46M +$310K +12,121 +14%
Ameriprise
37
Ameriprise
Minnesota
$2.45M -$452K -17,663 -16%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.38M +$5.7K +223 +0.2%
CIM
39
Confluence Investment Management
Missouri
$2.33M -$205K -7,999 -8%
BEI
40
Benjamin Edwards Inc
Missouri
$2.29M +$195K +7,622 +9%
WIC
41
Woodmont Investment Counsel
Tennessee
$2.19M -$274K -10,698 -11%
LPT
42
Legacy Private Trust
Wisconsin
$2.11M
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.76M +$153K +5,995 +10%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$1.61M
AUB
45
Atlantic Union Bankshares
Virginia
$1.6M -$15.3K -600 -0.9%
VA
46
Valmark Advisers
Ohio
$1.6M +$72.9K +2,850 +5%
ST
47
Spinnaker Trust
Maine
$1.53M +$143K +5,594 +10%
CIA
48
Capital Investment Advisors
Georgia
$1.52M +$22.4K +876 +1%
GHA
49
Granite Harbor Advisors
Texas
$1.4M +$346K +13,540 +33%
RAG
50
RIA Advisory Group
Iowa
$1.39M +$114K +4,459 +9%