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iShares iBonds Dec 2028 Term Muni Bond ETF

153 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
153
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
RAG
51
RIA Advisory Group
Iowa
$1.26M
NDSI
52
Newman Dignan & Sheerar Inc
Rhode Island
$1.23M
PFM
53
Phillips Financial Management
Indiana
$1.22M
SWMG
54
Signature Wealth Management Group
Georgia
$1.21M
EPW
55
Evergreen Private Wealth
Colorado
$1.11M
GHA
56
Granite Harbor Advisors
Texas
$1.04M
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$1M
WWM
58
WJ Wealth Management
Arizona
$996K
GT
59
Glenview Trust
Kentucky
$925K
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$866K
REMPR
61
Roof Eidam Maycock Peralta (REMP)
California
$808K
CBT
62
Crews Bank & Trust
Florida
$800K
GWMR
63
GC Wealth Management RIA
Massachusetts
$793K
SCA
64
Snowden Capital Advisors
New York
$788K
IA
65
IFP Advisors
Florida
$776K
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$769K
BSAM
67
Blue Square Asset Management
New York
$741K
SWP
68
Stratos Wealth Partners
Ohio
$719K
FAC
69
Financial Advisory Corporation
Michigan
$693K
RFC
70
Regions Financial Corp
Alabama
$688K
BCI
71
Brinker Capital Investments
Pennsylvania
$686K
GWCM
72
Godshalk Welsh Capital Management
Pennsylvania
$654K
GFP
73
Gryphon Financial Partners
Ohio
$634K
CIAS
74
CFS Investment Advisory Services
New Jersey
$618K
Osaic Holdings
75
Osaic Holdings
Arizona
$613K