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iShares iBonds Dec 2028 Term Muni Bond ETF

155 hedge funds and large institutions have $389M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

157% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 28

9% more funds holding

Funds holding: 142155 (+13)

7% more capital invested

Capital invested by funds: $365M → $389M (+$24.3M)

0.1% less ownership

Funds ownership: 86.2%86.1% (-0.1%)

Holders
155
Holders Change
+13
Holders Change %
+9.15%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
72
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RAG
51
RIA Advisory Group
Iowa
$1.26M +$103K +4,105 +9%
NDSI
52
Newman Dignan & Sheerar Inc
Rhode Island
$1.23M
PFM
53
Phillips Financial Management
Indiana
$1.22M +$623K +24,740 +106%
SWMG
54
Signature Wealth Management Group
Georgia
$1.21M +$23K +914 +2%
EPW
55
Evergreen Private Wealth
Colorado
$1.11M +$14.4K +573 +1%
GHA
56
Granite Harbor Advisors
Texas
$1.04M -$107K -4,255 -9%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$1M +$158K +6,266 +19%
WWM
58
WJ Wealth Management
Arizona
$996K +$987K +39,200 New
Osaic Holdings
59
Osaic Holdings
Arizona
$930K +$128K +5,079 +16%
GT
60
Glenview Trust
Kentucky
$925K
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$866K +$255K +10,112 +42%
REMPR
62
Roof Eidam Maycock Peralta (REMP)
California
$808K +$1.11K +44 +0.1%
CBT
63
Crews Bank & Trust
Florida
$800K
GWMR
64
GC Wealth Management RIA
Massachusetts
$793K -$16.4K -653 -2%
SCA
65
Snowden Capital Advisors
New York
$788K
IA
66
IFP Advisors
Florida
$776K +$96.7K +3,838 +14%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$769K +$559K +22,208 +276%
BSAM
68
Blue Square Asset Management
New York
$741K -$22.7K -900 -3%
SWP
69
Stratos Wealth Partners
Ohio
$719K -$150K -5,974 -17%
FAC
70
Financial Advisory Corporation
Michigan
$693K +$687K +27,255 New
RFC
71
Regions Financial Corp
Alabama
$688K +$133K +5,274 +24%
BCI
72
Brinker Capital Investments
Pennsylvania
$686K +$148K +5,893 +28%
GWCM
73
Godshalk Welsh Capital Management
Pennsylvania
$654K +$365K +14,500 +129%
GFP
74
Gryphon Financial Partners
Ohio
$634K +$628K +24,940 New
CIAS
75
CFS Investment Advisory Services
New Jersey
$618K -$1.97K -78 -0.3%

IBMQ Hedge Fund Activity: Q2 2025 in Review

155 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q2 2025, worth a combined $389M — up 6.6% from $365M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBMQ positions and 6 closed out — a net gain of 16 holders — while 72 added to existing stakes and 28 trimmed.

The largest buyer was Bank of America, adding an estimated $3.62M. The largest seller was Kathmere Capital Management, cutting an estimated $6.38M.

  • 155 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q2 2025, up from 142 in Q1 2025.
  • Funds reported $389M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q2 2025, up 6.6% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q2 2025 and 6 closed out, a net change of +16 holders.
  • The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q2 2025 was Bank of America, an estimated $3.62M added.
  • The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q2 2025 was Kathmere Capital Management, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2025.