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iShares iBonds Dec 2028 Term Muni Bond ETF

163 hedge funds and large institutions have $429M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 33

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $389M → $429M (+$39.8M)

5% more funds holding

Funds holding: 155163 (+8)

1.54% less ownership

Funds ownership: 86.1%84.55% (-1.5%)

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
79
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
51
Sentinel Pension Advisors
Massachusetts
$1.32M +$7.98K +312 +0.6%
PFM
52
Phillips Financial Management
Indiana
$1.26M +$29K +1,134 +2%
BCI
53
Brinker Capital Investments
Pennsylvania
$1.25M +$559K +21,854 +81%
NDSI
54
Newman Dignan & Sheerar Inc
Rhode Island
$1.24M
SWMG
55
Signature Wealth Management Group
Georgia
$1.2M -$13.7K -535 -1%
SF
56
Summit Financial
New Jersey
$1.19M +$1.19M +46,487 New
EPW
57
Evergreen Private Wealth
Colorado
$1.16M +$32.9K +1,285 +3%
EFP
58
Envision Financial Planning
Tennessee
$1.12M -$1.04M -40,830 -48%
AssetMark Inc
59
AssetMark Inc
California
$1.07M +$541K +21,157 +103%
QCM
60
Quantinno Capital Management
New York
$1.03M +$1.02M +40,048 New
CBT
61
Crews Bank & Trust
Florida
$969K +$161K +6,300 +20%
Osaic Holdings
62
Osaic Holdings
Arizona
$940K +$1.41K +55 +0.2%
GT
63
Glenview Trust
Kentucky
$933K
GWMR
64
GC Wealth Management RIA
Massachusetts
$914K +$113K +4,421 +14%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$903K +$645K +25,224 +252%
HSG
66
Helen Stephens Group
Texas
$896K +$893K +34,929 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$887K -$122K -4,753 -12%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$880K +$6.11K +239 +0.7%
SWP
69
Stratos Wealth Partners
Ohio
$869K +$143K +5,602 +20%
REMPR
70
Roof Eidam Maycock Peralta (REMP)
California
$816K +$1.13K +44 +0.1%
SCA
71
Snowden Capital Advisors
New York
$795K
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$775K -$844 -33 -0.1%
GWCM
73
Godshalk Welsh Capital Management
Pennsylvania
$751K +$90.8K +3,550 +14%
BSAM
74
Blue Square Asset Management
New York
$728K -$20.2K -790 -3%
WWM
75
WJ Wealth Management
Arizona
$718K -$284K -11,093 -28%