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iShares iBonds Dec 2028 Term Muni Bond ETF

175 hedge funds and large institutions have $521M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 93 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
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
1L
101
10Elms LLP
Oklahoma
$521K
WCP
102
Wick Capital Partners
Pennsylvania
$520K
C1AG
103
Client 1st Advisory Group
Florida
$509K
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$492K
SMC
105
Smith, Moore & Co
Missouri
$470K
MWM
106
Modern Wealth Management
Kansas
$470K
AIP
107
Ameritas Investment Partners
Nebraska
$462K
KAS
108
Kestra Advisory Services
Texas
$462K
Creative Planning
109
Creative Planning
Kansas
$451K
PP
110
Postrock Partners
Oregon
$431K
PAG
111
Private Advisor Group
New Jersey
$399K
Citadel Advisors
112
Citadel Advisors
Florida
$384K
SWA
113
Sax Wealth Advisors
New Jersey
$376K
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$376K
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$375K
CFS
116
Commonwealth Financial Services
West Virginia
$368K
MCM
117
MV Capital Management
Maryland
$368K
JSA
118
Jim Saulnier & Associates
Colorado
$353K
PCM
119
Passive Capital Management
Maryland
$353K
JIR
120
James Investment Research
Ohio
$353K
TC
121
Trust Company
Kansas
$351K
MPWT
122
MassMutual Private Wealth & Trust
Connecticut
$348K
WCM
123
WealthBridge Capital Management
Ohio
$345K
TA
124
TPG Advisors
Illinois
$334K
PWS
125
Peloton Wealth Strategists
Indiana
$332K