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iShares iBonds Dec 2028 Term Muni Bond ETF

163 hedge funds and large institutions have $429M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 33

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $389M → $429M (+$39.8M)

5% more funds holding

Funds holding: 155163 (+8)

1.54% less ownership

Funds ownership: 86.1%84.55% (-1.5%)

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
79
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
76
Regions Financial Corp
Alabama
$680K -$14.1K -553 -2%
FAC
77
Financial Advisory Corporation
Michigan
$669K -$29.9K -1,170 -4%
IA
78
IFP Advisors
Florida
$643K -$140K -5,490 -18%
GFP
79
Gryphon Financial Partners
Ohio
$639K
Mariner
80
Mariner
Kansas
$622K +$249K +9,716 +67%
BCM
81
Brookstone Capital Management
Illinois
$612K +$321K +12,562 +111%
CIAS
82
CFS Investment Advisory Services
New Jersey
$605K -$16.7K -654 -3%
PSIWM
83
Paradigm Strategies in Wealth Management
Minnesota
$578K -$9K -352 -2%
Citadel Advisors
84
Citadel Advisors
Florida
$572K +$571K +22,318 New
FA
85
FF Advisors
California
$535K -$11.1K -434 -2%
1L
86
10Elms LLP
Oklahoma
$522K +$30.7K +1,200 +6%
PA
87
Parallel Advisors
California
$518K +$100K +3,920 +24%
C1AG
88
Client 1st Advisory Group
Florida
$511K
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$492K +$26.4K +1,032 +6%
CFMC
90
Curbstone Financial Management Corp
New Hampshire
$481K +$480K +18,750 New
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$465K -$44.1K -1,726 -9%
SMC
92
Smith, Moore & Co
Missouri
$465K +$101K +3,954 +28%
AIP
93
Ameritas Investment Partners
Nebraska
$463K +$179 +7 +0%
PAG
94
Private Advisor Group
New Jersey
$461K +$236K +9,236 +106%
RPC
95
Rossmore Private Capital
Connecticut
$459K +$102K +4,000 +29%
Creative Planning
96
Creative Planning
Kansas
$452K +$451K +17,635 New
MPWT
97
MassMutual Private Wealth & Trust
Connecticut
$438K -$66.1K -2,583 -13%
PP
98
Postrock Partners
Oregon
$432K
FNT
99
First National Trust
Pennsylvania
$427K +$56.8K +2,222 +15%
KA
100
Klingman & Associates
New York
$421K -$43.1K -1,684 -9%