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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
BPA
76
Beacon Pointe Advisors
California
$596K +$1.91K +75 +0.3%
PSIWM
77
Paradigm Strategies in Wealth Management
Minnesota
$582K -$115K -4,508 -16%
FA
78
FF Advisors
California
$541K +$19.1K +752 +4%
AssetMark Inc
79
AssetMark Inc
California
$520K +$272K +10,720 +110%
C1AG
80
Client 1st Advisory Group
Florida
$506K
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$504K -$13.1K -516 -3%
MPWT
82
MassMutual Private Wealth & Trust
Connecticut
$500K +$496K +19,525 +14,463%
1L
83
10Elms LLP
Oklahoma
$487K
KAS
84
Kestra Advisory Services
Texas
$485K +$152K +5,996 +46%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$461K +$36.4K +1,432 +9%
KA
86
Klingman & Associates
New York
$460K -$59.6K -2,344 -11%
AIP
87
Ameritas Investment Partners
Nebraska
$459K +$152 +6 +0%
PP
88
Postrock Partners
Oregon
$428K +$90.2K +3,550 +27%
PA
89
Parallel Advisors
California
$414K +$29.5K +1,160 +8%
VBFG
90
Vishria Bird Financial Group
Tennessee
$405K +$405K +15,929 New
DSA
91
Droms Strauss Advisors
Missouri
$392K +$38.2K +1,502 +11%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$376K -$31.3K -1,232 -8%
Mariner
93
Mariner
Kansas
$369K
ECM
94
Exchange Capital Management
Michigan
$368K -$26.3K -1,035 -7%
FNT
95
First National Trust
Pennsylvania
$367K +$15.1K +593 +4%
SMC
96
Smith, Moore & Co
Missouri
$360K +$360K +14,163 New
WI
97
WrapManager Inc
California
$353K -$16.4K -644 -4%
RPC
98
Rossmore Private Capital
Connecticut
$353K +$353K +13,887 New
JIR
99
James Investment Research
Ohio
$351K -$25.4K -1,000 -7%
PCM
100
Passive Capital Management
Maryland
$350K