IBMQ icon

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
QCM
76
Quantinno Capital Management
New York
$1.1M
Financial Engines Advisors
77
Financial Engines Advisors
California
$1.09M
OIA
78
OneDigital Investment Advisors
Kansas
$1.08M
SWMG
79
Signature Wealth Management Group
Georgia
$1.08M
LPT
80
Legacy Private Trust
Wisconsin
$1.01M
KPWS
81
Kestra Private Wealth Services
Texas
$993K
GT
82
Glenview Trust
Kentucky
$981K
BCM
83
Brookstone Capital Management
Illinois
$971K
SF
84
Summit Financial
New Jersey
$961K
CBT
85
Crews Bank & Trust
Florida
$960K
FNT
86
First National Trust
Pennsylvania
$960K
WC
87
Wolfstich Capital
Massachusetts
$929K
SWP
88
Stratos Wealth Partners
Ohio
$899K
Baird Financial Group
89
Baird Financial Group
Wisconsin
$894K
CFMC
90
Curbstone Financial Management Corp
New Hampshire
$892K
GFP
91
Gryphon Financial Partners
Ohio
$880K
WCP
92
Wick Capital Partners
Pennsylvania
$859K
MWM
93
Modern Wealth Management
Kansas
$847K
HA
94
Heffernan Advisory
Arizona
$846K
REMPR
95
Roof Eidam Maycock Peralta (REMP)
California
$815K
TPWA
96
TRUE Private Wealth Advisors
Oregon
$800K
SCA
97
Snowden Capital Advisors
New York
$791K
Creative Planning
98
Creative Planning
Kansas
$787K
WWM
99
WJ Wealth Management
Arizona
$753K
PA
100
Parallel Advisors
California
$744K