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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

152 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.

Holders
152
Holders Change
+12
Holders Change %
+8.57%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
70
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$52.6M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$21.8M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.93M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.08M
5
CIM
5
Confluence Investment Management
Missouri
$2.51M

Top Sellers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$7.65M
2
Raymond James Financial
2
Raymond James Financial
Florida
$6.09M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$16.6M
4
UBS Group
4
UBS Group
Switzerland
$8.51M
5
CA
5
Crumly & Associates
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RAG
51
RIA Advisory Group
Iowa
$1.26M 49,569 +4,105 +9%
NDSI
52
Newman Dignan & Sheerar Inc
Rhode Island
$1.23M 48,256 – –
PFM
53
Phillips Financial Management
Indiana
$1.22M 48,020 +24,740 +106%
SWMG
54
Signature Wealth Management Group
Georgia
$1.21M 47,520 +914 +2%
EPW
55
Evergreen Private Wealth
Colorado
$1.11M 43,810 +573 +1%
GHA
56
Granite Harbor Advisors
Texas
$1.04M 41,059 -4,255 -9%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$1M 39,362 +6,266 +19%
WWM
58
WJ Wealth Management
Arizona
$996K 39,200 +39,200 New
GT
59
Glenview Trust
Kentucky
$925K 36,400 – –
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$866K 34,100 +10,112 +42%
REMPR
61
Roof Eidam Maycock Peralta (REMP)
California
$808K 31,789 +44 +0.1%
CBT
62
Crews Bank & Trust
Florida
$800K 31,482 – –
GWMR
63
GC Wealth Management RIA
Massachusetts
$793K 31,217 -653 -2%
SCA
64
Snowden Capital Advisors
New York
$788K 31,000 – –
IA
65
IFP Advisors
Florida
$776K 30,559 +3,838 +14%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$769K 30,265 +22,208 +276%
BSAM
67
Blue Square Asset Management
New York
$741K 29,176 -900 -3%
SWP
68
Stratos Wealth Partners
Ohio
$719K 28,281 -5,974 -17%
FAC
69
Financial Advisory Corporation
Michigan
$693K 27,255 +27,255 New
RFC
70
Regions Financial Corp
Alabama
$688K 27,089 +5,274 +24%
BCI
71
Brinker Capital Investments
Pennsylvania
$686K 27,000 +5,893 +28%
GWCM
72
Godshalk Welsh Capital Management
Pennsylvania
$654K 25,750 +14,500 +129%
GFP
73
Gryphon Financial Partners
Ohio
$634K 24,940 +24,940 New
CIAS
74
CFS Investment Advisory Services
New Jersey
$618K 24,308 -78 -0.3%
Osaic Holdings
75
Osaic Holdings
Arizona
$613K 24,281 -7,249 -23%
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