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iShares iBonds Dec 2028 Term Muni Bond ETF

185 hedge funds and large institutions have $528M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
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
VA
51
Valmark Advisers
Ohio
$2M
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$1.91M
ST
53
Spinnaker Trust
Maine
$1.91M
BSAM
54
Blue Square Asset Management
New York
$1.88M
AUB
55
Atlantic Union Bankshares
Virginia
$1.86M
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$1.85M
EIP
57
Ellis Investment Partners
Pennsylvania
$1.84M
WIC
58
Woodmont Investment Counsel
Tennessee
$1.75M
GHA
59
Granite Harbor Advisors
Texas
$1.62M
RAG
60
RIA Advisory Group
Iowa
$1.43M
KCA
61
Kastel Capital Advisors
Massachusetts
$1.39M
CIA
62
Capital Investment Advisors
Georgia
$1.35M
SPA
63
Sentinel Pension Advisors
Massachusetts
$1.33M
EPW
64
Evergreen Private Wealth
Colorado
$1.31M
PFM
65
Phillips Financial Management
Indiana
$1.25M
LF
66
Lantz Financial
Illinois
$1.2M
GWCM
67
Godshalk Welsh Capital Management
Pennsylvania
$1.2M
SCM
68
SummitPoint Capital Management
Colorado
$1.17M
GWMR
69
GC Wealth Management RIA
Massachusetts
$1.16M
Mariner
70
Mariner
Kansas
$1.15M
AIP
71
Avail Investment Partners
Pennsylvania
$1.15M
IRP
72
Investment Research Partners
Pennsylvania
$1.15M
HSG
73
Helen Stephens Group
Texas
$1.15M
EFP
74
Envision Financial Planning
Tennessee
$1.14M
RPC
75
Rossmore Private Capital
Connecticut
$1.12M