IBMQ icon

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.

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 Market Value Shares Shares
Change
Shares
Change %
BPA
76
Beacon Pointe Advisors
California
$596K 23,464 +75 +0.3%
PSIWM
77
Paradigm Strategies in Wealth Management
Minnesota
$582K 22,906 -4,508 -16%
FA
78
FF Advisors
California
$541K 21,309 +752 +4%
AssetMark Inc
79
AssetMark Inc
California
$520K 20,448 +10,720 +110%
C1AG
80
Client 1st Advisory Group
Florida
$506K 19,920
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$504K 19,844 -516 -3%
MPWT
82
MassMutual Private Wealth & Trust
Connecticut
$500K 19,660 +19,525 +14,463%
1L
83
10Elms LLP
Oklahoma
$487K 19,160
KAS
84
Kestra Advisory Services
Texas
$485K 19,081 +5,996 +46%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$461K 18,154 +1,432 +9%
KA
86
Klingman & Associates
New York
$460K 18,088 -2,344 -11%
AIP
87
Ameritas Investment Partners
Nebraska
$459K 18,062 +6 +0%
PP
88
Postrock Partners
Oregon
$428K 16,841 +3,550 +27%
PA
89
Parallel Advisors
California
$414K 16,279 +1,160 +8%
VBFG
90
Vishria Bird Financial Group
Tennessee
$405K 15,929 +15,929 New
DSA
91
Droms Strauss Advisors
Missouri
$392K 15,443 +1,502 +11%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$376K 14,809 -1,232 -8%
Mariner
93
Mariner
Kansas
$369K 14,536
ECM
94
Exchange Capital Management
Michigan
$368K 14,484 -1,035 -7%
FNT
95
First National Trust
Pennsylvania
$367K 14,433 +593 +4%
SMC
96
Smith, Moore & Co
Missouri
$360K 14,163 +14,163 New
WI
97
WrapManager Inc
California
$353K 13,905 -644 -4%
RPC
98
Rossmore Private Capital
Connecticut
$353K 13,887 +13,887 New
JIR
99
James Investment Research
Ohio
$351K 13,800 -1,000 -7%
PCM
100
Passive Capital Management
Maryland
$350K 13,803