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iShares iBonds Dec 2028 Term Muni Bond ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
RAG
51
RIA Advisory Group
Iowa
$1.26M +$104K +4,105 +9%
NDSI
52
Newman Dignan & Sheerar Inc
Rhode Island
$1.23M
PFM
53
Phillips Financial Management
Indiana
$1.22M +$629K +24,740 +106%
SWMG
54
Signature Wealth Management Group
Georgia
$1.21M +$23.2K +914 +2%
EPW
55
Evergreen Private Wealth
Colorado
$1.11M +$14.6K +573 +1%
GHA
56
Granite Harbor Advisors
Texas
$1.04M -$108K -4,255 -9%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$1M +$159K +6,266 +19%
WWM
58
WJ Wealth Management
Arizona
$996K +$996K +39,200 New
GT
59
Glenview Trust
Kentucky
$925K
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$866K +$257K +10,112 +42%
REMPR
61
Roof Eidam Maycock Peralta (REMP)
California
$808K +$1.12K +44 +0.1%
CBT
62
Crews Bank & Trust
Florida
$800K
GWMR
63
GC Wealth Management RIA
Massachusetts
$793K -$16.6K -653 -2%
SCA
64
Snowden Capital Advisors
New York
$788K
IA
65
IFP Advisors
Florida
$776K +$97.5K +3,838 +14%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$769K +$564K +22,208 +276%
BSAM
67
Blue Square Asset Management
New York
$741K -$22.9K -900 -3%
SWP
68
Stratos Wealth Partners
Ohio
$719K -$152K -5,974 -17%
FAC
69
Financial Advisory Corporation
Michigan
$693K +$693K +27,255 New
RFC
70
Regions Financial Corp
Alabama
$688K +$134K +5,274 +24%
BCI
71
Brinker Capital Investments
Pennsylvania
$686K +$150K +5,893 +28%
GWCM
72
Godshalk Welsh Capital Management
Pennsylvania
$654K +$368K +14,500 +129%
GFP
73
Gryphon Financial Partners
Ohio
$634K +$634K +24,940 New
CIAS
74
CFS Investment Advisory Services
New Jersey
$618K -$1.98K -78 -0.3%
Osaic Holdings
75
Osaic Holdings
Arizona
$613K -$183K -7,249 -23%