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iShares iBonds Dec 2028 Term Muni Bond ETF

186 hedge funds and large institutions have $540M 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, 98 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
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
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.63M
UCFA
27
United Capital Financial Advisors
Texas
$4.34M
CWP
28
Cyndeo Wealth Partners
Florida
$4.16M
CTC
29
Central Trust Company
Missouri
$4.12M
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$4.11M
QFA
31
Quantum Financial Advisors
California
$4.09M
IWC
32
Integrated Wealth Concepts
Massachusetts
$3.87M
BPA
33
Beacon Pointe Advisors
California
$3.62M
MGIA
34
Matthew Goff Investment Advisor
Texas
$3.41M
LIM
35
Leavell Investment Management
Alabama
$3.28M
Raymond James Financial
36
Raymond James Financial
Florida
$3.24M
CCM
37
Coldstream Capital Management
Washington
$3.14M
CPWM
38
Cypress Point Wealth Management
Texas
$3.05M
FTUS
39
Flow Traders U.S.
New York
$2.67M
SCG
40
Sonata Capital Group
Washington
$2.64M
BEI
41
Benjamin Edwards Inc
Missouri
$2.61M
AM
42
Atwater Malick
Pennsylvania
$2.55M
CIM
43
Confluence Investment Management
Missouri
$2.53M
Ameriprise
44
Ameriprise
Minnesota
$2.53M
PWM
45
Parkway Wealth Management
Texas
$2.49M
AssetMark Inc
46
AssetMark Inc
California
$2.41M
JP Morgan Chase
47
JP Morgan Chase
New York
$2.34M
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$2.26M
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$2.15M
PA
50
PSI Advisors
Florida
$2.02M