IBMQ icon

iShares iBonds Dec 2028 Term Muni Bond ETF

175 hedge funds and large institutions have $521M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 93 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
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
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$1.66M
GHA
52
Granite Harbor Advisors
Texas
$1.63M
AssetMark Inc
53
AssetMark Inc
California
$1.62M
CIA
54
Capital Investment Advisors
Georgia
$1.53M
RAG
55
RIA Advisory Group
Iowa
$1.41M
KCA
56
Kastel Capital Advisors
Massachusetts
$1.39M
SPA
57
Sentinel Pension Advisors
Massachusetts
$1.33M
EPW
58
Evergreen Private Wealth
Colorado
$1.26M
PFM
59
Phillips Financial Management
Indiana
$1.26M
SF
60
Summit Financial
New Jersey
$1.22M
SWMG
61
Signature Wealth Management Group
Georgia
$1.18M
OIA
62
OneDigital Investment Advisors
Kansas
$1.18M
Mariner
63
Mariner
Kansas
$1.15M
Financial Engines Advisors
64
Financial Engines Advisors
California
$1.13M
EFP
65
Envision Financial Planning
Tennessee
$1.12M
LF
66
Lantz Financial
Illinois
$1.11M
HSG
67
Helen Stephens Group
Texas
$1.1M
GWMR
68
GC Wealth Management RIA
Massachusetts
$1.09M
QCM
69
Quantinno Capital Management
New York
$1.06M
LPT
70
Legacy Private Trust
Wisconsin
$1.01M
FNT
71
First National Trust
Pennsylvania
$985K
CBT
72
Crews Bank & Trust
Florida
$966K
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$948K
GT
74
Glenview Trust
Kentucky
$906K
GWCM
75
Godshalk Welsh Capital Management
Pennsylvania
$903K