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iShares iBonds Dec 2028 Term Muni Bond ETF

185 hedge funds and large institutions have $528M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
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
UCFA
26
United Capital Financial Advisors
Texas
$4.34M
CWP
27
Cyndeo Wealth Partners
Florida
$4.16M
CTC
28
Central Trust Company
Missouri
$4.12M
SVWAG
29
Sound View Wealth Advisors Group
Georgia
$4.11M
QFA
30
Quantum Financial Advisors
California
$4.09M
IWC
31
Integrated Wealth Concepts
Massachusetts
$3.87M
BPA
32
Beacon Pointe Advisors
California
$3.62M
MGIA
33
Matthew Goff Investment Advisor
Texas
$3.41M
LIM
34
Leavell Investment Management
Alabama
$3.28M
Raymond James Financial
35
Raymond James Financial
Florida
$3.24M
CCM
36
Coldstream Capital Management
Washington
$3.14M
CPWM
37
Cypress Point Wealth Management
Texas
$3.05M
FTUS
38
Flow Traders U.S.
New York
$2.67M
SCG
39
Sonata Capital Group
Washington
$2.64M
BEI
40
Benjamin Edwards Inc
Missouri
$2.61M
AM
41
Atwater Malick
Pennsylvania
$2.55M
CIM
42
Confluence Investment Management
Missouri
$2.53M
Ameriprise
43
Ameriprise
Minnesota
$2.53M
PWM
44
Parkway Wealth Management
Texas
$2.49M
AssetMark Inc
45
AssetMark Inc
California
$2.41M
JP Morgan Chase
46
JP Morgan Chase
New York
$2.34M
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$2.26M
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$2.15M
PA
49
PSI Advisors
Florida
$2.02M
SA
50
Sanctuary Advisors
Indiana
$2M