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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, 78 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
SPA
51
Sentinel Pension Advisors
Massachusetts
$1.32M
PFM
52
Phillips Financial Management
Indiana
$1.26M
BCI
53
Brinker Capital Investments
Pennsylvania
$1.25M
NDSI
54
Newman Dignan & Sheerar Inc
Rhode Island
$1.24M
SWMG
55
Signature Wealth Management Group
Georgia
$1.2M
SF
56
Summit Financial
New Jersey
$1.19M
EPW
57
Evergreen Private Wealth
Colorado
$1.16M
EFP
58
Envision Financial Planning
Tennessee
$1.12M
AssetMark Inc
59
AssetMark Inc
California
$1.07M
QCM
60
Quantinno Capital Management
New York
$1.03M
CBT
61
Crews Bank & Trust
Florida
$969K
Osaic Holdings
62
Osaic Holdings
Arizona
$940K
GT
63
Glenview Trust
Kentucky
$933K
GWMR
64
GC Wealth Management RIA
Massachusetts
$914K
Baird Financial Group
65
Baird Financial Group
Wisconsin
$903K
HSG
66
Helen Stephens Group
Texas
$896K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$887K
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$880K
SWP
69
Stratos Wealth Partners
Ohio
$869K
REMPR
70
Roof Eidam Maycock Peralta (REMP)
California
$816K
SCA
71
Snowden Capital Advisors
New York
$795K
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$775K
GWCM
73
Godshalk Welsh Capital Management
Pennsylvania
$751K
BSAM
74
Blue Square Asset Management
New York
$728K
WWM
75
WJ Wealth Management
Arizona
$718K