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iShares iBonds Dec 2028 Term Muni Bond ETF

153 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
153
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
BPA
76
Beacon Pointe Advisors
California
$596K
PSIWM
77
Paradigm Strategies in Wealth Management
Minnesota
$582K
FA
78
FF Advisors
California
$541K
AssetMark Inc
79
AssetMark Inc
California
$520K
C1AG
80
Client 1st Advisory Group
Florida
$506K
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$504K
MPWT
82
MassMutual Private Wealth & Trust
Connecticut
$500K
1L
83
10Elms LLP
Oklahoma
$487K
KAS
84
Kestra Advisory Services
Texas
$485K
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$461K
KA
86
Klingman & Associates
New York
$460K
AIP
87
Ameritas Investment Partners
Nebraska
$459K
PP
88
Postrock Partners
Oregon
$428K
PA
89
Parallel Advisors
California
$414K
VBFG
90
Vishria Bird Financial Group
Tennessee
$405K
DSA
91
Droms Strauss Advisors
Missouri
$392K
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$376K
Mariner
93
Mariner
Kansas
$369K
ECM
94
Exchange Capital Management
Michigan
$368K
FNT
95
First National Trust
Pennsylvania
$367K
SMC
96
Smith, Moore & Co
Missouri
$360K
WI
97
WrapManager Inc
California
$353K
RPC
98
Rossmore Private Capital
Connecticut
$353K
JIR
99
James Investment Research
Ohio
$351K
PCM
100
Passive Capital Management
Maryland
$350K