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iShares iBonds Dec 2028 Term Muni Bond ETF

153 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.

New
Increased
Maintained
Reduced
Closed
Holders
153
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
CPWM
26
Cypress Point Wealth Management
Texas
$3.04M
Jane Street
27
Jane Street
New York
$2.99M
IWC
28
Integrated Wealth Concepts
Massachusetts
$2.92M
Ameriprise
29
Ameriprise
Minnesota
$2.87M
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$2.86M
UCFA
31
United Capital Financial Advisors
Texas
$2.72M
CIM
32
Confluence Investment Management
Missouri
$2.51M
SWA
33
Stratos Wealth Advisors
Ohio
$2.49M
CWP
34
Cyndeo Wealth Partners
Florida
$2.47M
WIC
35
Woodmont Investment Counsel
Tennessee
$2.44M
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.36M
QFA
37
Quantum Financial Advisors
California
$2.22M
EFP
38
Envision Financial Planning
Tennessee
$2.15M
CCM
39
Coldstream Capital Management
Washington
$2.13M
LPT
40
Legacy Private Trust
Wisconsin
$2.09M
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$2.08M
BEI
42
Benjamin Edwards Inc
Missouri
$2.08M
AUB
43
Atlantic Union Bankshares
Virginia
$1.61M
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$1.6M
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.59M
VA
46
Valmark Advisers
Ohio
$1.52M
CIA
47
Capital Investment Advisors
Georgia
$1.49M
ST
48
Spinnaker Trust
Maine
$1.37M
SPA
49
Sentinel Pension Advisors
Massachusetts
$1.3M
LIM
50
Leavell Investment Management
Alabama
$1.28M