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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, 78 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
CTC
26
Central Trust Company
Missouri
$3.88M
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.41M
QFA
28
Quantum Financial Advisors
California
$3.32M
BPA
29
Beacon Pointe Advisors
California
$3.19M
IWC
30
Integrated Wealth Concepts
Massachusetts
$3.09M
CPWM
31
Cypress Point Wealth Management
Texas
$3.06M
UCFA
32
United Capital Financial Advisors
Texas
$3.06M
SVWAG
33
Sound View Wealth Advisors Group
Georgia
$2.64M
LIM
34
Leavell Investment Management
Alabama
$2.56M
CWP
35
Cyndeo Wealth Partners
Florida
$2.48M
CCM
36
Coldstream Capital Management
Washington
$2.46M
Ameriprise
37
Ameriprise
Minnesota
$2.45M
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.38M
CIM
39
Confluence Investment Management
Missouri
$2.33M
BEI
40
Benjamin Edwards Inc
Missouri
$2.29M
WIC
41
Woodmont Investment Counsel
Tennessee
$2.19M
LPT
42
Legacy Private Trust
Wisconsin
$2.11M
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.76M
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$1.61M
AUB
45
Atlantic Union Bankshares
Virginia
$1.6M
VA
46
Valmark Advisers
Ohio
$1.6M
ST
47
Spinnaker Trust
Maine
$1.53M
CIA
48
Capital Investment Advisors
Georgia
$1.52M
GHA
49
Granite Harbor Advisors
Texas
$1.4M
RAG
50
RIA Advisory Group
Iowa
$1.39M