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iShares iBonds Dec 2028 Term Muni Bond ETF

140 hedge funds and large institutions have $365M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
140
Holders Change
+9
Holders Change %
+6.87%
% of All Funds
1.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
59
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
76
Brinker Capital Investments
Pennsylvania
$534K +$534K +21,107 New
KA
77
Klingman & Associates
New York
$517K -$46.5K -1,837 -8%
FA
78
FF Advisors
California
$517K +$106K +4,223 +26%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$515K +$176K +6,946 +52%
C1AG
80
Client 1st Advisory Group
Florida
$504K
1L
81
10Elms LLP
Oklahoma
$485K +$101K +4,000 +26%
AIP
82
Ameritas Investment Partners
Nebraska
$457K -$6.1K -241 -1%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$423K +$102K +4,021 +32%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$406K
ECM
85
Exchange Capital Management
Michigan
$392K -$26.9K -1,065 -6%
PA
86
Parallel Advisors
California
$382K -$4.58K -181 -1%
JIR
87
James Investment Research
Ohio
$374K
WI
88
WrapManager Inc
California
$368K -$11.6K -460 -3%
Mariner
89
Mariner
Kansas
$368K
DSA
90
Droms Strauss Advisors
Missouri
$353K +$70.5K +2,789 +25%
FNT
91
First National Trust
Pennsylvania
$350K
PCM
92
Passive Capital Management
Maryland
$349K +$349K +13,803 New
TC
93
Trust Company
Kansas
$347K +$99.9K +3,950 +40%
JSA
94
Jim Saulnier & Associates
Colorado
$342K +$342K +13,529 New
PP
95
Postrock Partners
Oregon
$336K
KAS
96
Kestra Advisory Services
Texas
$331K -$252K -9,946 -43%
PWS
97
Peloton Wealth Strategists
Indiana
$329K
ACS
98
Archford Capital Strategies
Illinois
$315K
APP
99
Avantax Planning Partners
Iowa
$315K +$315K +12,460 New
WCM
100
WealthBridge Capital Management
Ohio
$305K +$6.32K +250 +2%