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iShares iBonds Dec 2028 Term Muni Bond ETF

142 hedge funds and large institutions have $365M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

82% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 33

8% more funds holding

Funds holding: 132142 (+10)

3% more capital invested

Capital invested by funds: $355M → $365M (+$9.66M)

4.01% less ownership

Funds ownership: 90.21%86.2% (-4%)

Holders
142
Holders Change
+10
Holders Change %
+7.58%
% of All Funds
1.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
60
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
51
Stratos Wealth Advisors
Ohio
$1.04M +$1.04M +41,112 New
GT
52
Glenview Trust
Kentucky
$921K
SWP
53
Stratos Wealth Partners
Ohio
$866K +$556 +22 +0.1%
Corient Private Wealth
54
Corient Private Wealth
Florida
$864K -$6.74M -266,670 -89%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$837K +$92K +3,641 +12%
CIM
56
Confluence Investment Management
Missouri
$833K -$8.03K -318 -1%
BEI
57
Benjamin Edwards Inc
Missouri
$826K +$57.6K +2,279 +8%
GWMR
58
GC Wealth Management RIA
Massachusetts
$806K +$28.7K +1,136 +4%
REMPR
59
Roof Eidam Maycock Peralta (REMP)
California
$803K +$758 +30 +0.1%
Osaic Holdings
60
Osaic Holdings
Arizona
$797K -$48K -1,899 -6%
CBT
61
Crews Bank & Trust
Florida
$796K +$40K +1,585 +5%
SCA
62
Snowden Capital Advisors
New York
$784K
BSAM
63
Blue Square Asset Management
New York
$761K -$23.9K -947 -3%
PSIWM
64
Paradigm Strategies in Wealth Management
Minnesota
$693K -$8.71K -345 -1%
IA
65
IFP Advisors
Florida
$676K -$64.4K -2,549 -9%
CA
66
Crumly & Associates
Illinois
$664K -$718K -28,415 -52%
LIM
67
Leavell Investment Management
Alabama
$660K
CIAS
68
CFS Investment Advisory Services
New Jersey
$617K -$115K -4,549 -16%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$607K +$187K +7,389 +45%
BPA
70
Beacon Pointe Advisors
California
$592K +$127K +5,030 +27%
PFM
71
Phillips Financial Management
Indiana
$589K
Citadel Advisors
72
Citadel Advisors
Florida
$562K +$561K +22,219 New
RFC
73
Regions Financial Corp
Alabama
$552K +$27.8K +1,099 +5%
NA
74
Nestegg Advisors
New York
$551K -$642K -25,417 -54%
BCI
75
Brinker Capital Investments
Pennsylvania
$534K +$533K +21,107 New