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iShares iBonds Dec 2028 Term Muni Bond ETF

155 hedge funds and large institutions have $389M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

157% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 28

9% more funds holding

Funds holding: 142155 (+13)

7% more capital invested

Capital invested by funds: $365M → $389M (+$24.3M)

0.1% less ownership

Funds ownership: 86.2%86.1% (-0.1%)

Holders
155
Holders Change
+13
Holders Change %
+9.15%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
72
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
76
Beacon Pointe Advisors
California
$596K +$1.89K +75 +0.3%
PSIWM
77
Paradigm Strategies in Wealth Management
Minnesota
$582K -$114K -4,508 -16%
FA
78
FF Advisors
California
$541K +$18.9K +752 +4%
AssetMark Inc
79
AssetMark Inc
California
$520K +$270K +10,720 +110%
C1AG
80
Client 1st Advisory Group
Florida
$506K
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$504K -$13K -516 -3%
MPWT
82
MassMutual Private Wealth & Trust
Connecticut
$500K +$492K +19,525 +14,463%
1L
83
10Elms LLP
Oklahoma
$487K
KAS
84
Kestra Advisory Services
Texas
$485K +$151K +5,996 +46%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$461K +$36.1K +1,432 +9%
KA
86
Klingman & Associates
New York
$460K -$59K -2,344 -11%
AIP
87
Ameritas Investment Partners
Nebraska
$459K +$151 +6 +0%
PP
88
Postrock Partners
Oregon
$428K +$89.4K +3,550 +27%
PA
89
Parallel Advisors
California
$414K +$29.2K +1,160 +8%
VBFG
90
Vishria Bird Financial Group
Tennessee
$405K +$401K +15,929 New
DSA
91
Droms Strauss Advisors
Missouri
$392K +$37.8K +1,502 +11%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$376K -$31K -1,232 -8%
Mariner
93
Mariner
Kansas
$369K
ECM
94
Exchange Capital Management
Michigan
$368K -$26.1K -1,035 -7%
FNT
95
First National Trust
Pennsylvania
$367K +$14.9K +593 +4%
SMC
96
Smith, Moore & Co
Missouri
$360K +$357K +14,163 New
WI
97
WrapManager Inc
California
$353K -$16.2K -644 -4%
RPC
98
Rossmore Private Capital
Connecticut
$353K +$350K +13,887 New
JIR
99
James Investment Research
Ohio
$351K -$25.2K -1,000 -7%
PCM
100
Passive Capital Management
Maryland
$350K

IBMQ Hedge Fund Activity: Q2 2025 in Review

155 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q2 2025, worth a combined $389M — up 6.6% from $365M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBMQ positions and 6 closed out — a net gain of 16 holders — while 72 added to existing stakes and 28 trimmed.

The largest buyer was Bank of America, adding an estimated $3.62M. The largest seller was Kathmere Capital Management, cutting an estimated $6.38M.

  • 155 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q2 2025, up from 142 in Q1 2025.
  • Funds reported $389M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q2 2025, up 6.6% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q2 2025 and 6 closed out, a net change of +16 holders.
  • The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q2 2025 was Bank of America, an estimated $3.62M added.
  • The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q2 2025 was Kathmere Capital Management, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2025.