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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

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.

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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$52.6M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$21.8M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.93M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.08M
5
CIM
5
Confluence Investment Management
Missouri
$2.51M

Top Sellers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$7.65M
2
Raymond James Financial
2
Raymond James Financial
Florida
$6.09M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$16.6M
4
UBS Group
4
UBS Group
Switzerland
$8.51M
5
CA
5
Crumly & Associates
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TC
101
Trust Company
Kansas
$349K 13,728 – –
JSA
102
Jim Saulnier & Associates
Colorado
$346K 13,612 +83 +0.6%
SWA
103
Sax Wealth Advisors
New Jersey
$336K 13,241 +13,241 New
NA
104
Nestegg Advisors
New York
$336K 13,225 -8,576 -39%
ACS
105
Archford Capital Strategies
Illinois
$332K 13,065 +591 +5%
PWS
106
Peloton Wealth Strategists
Indiana
$330K 13,000 – –
MWM
107
Meridian Wealth Management
Kentucky
$329K 12,954 +12,954 New
WCM
108
WealthBridge Capital Management
Ohio
$324K 12,732 +680 +6%
APP
109
Avantax Planning Partners
Iowa
$317K 12,459 -1 -0%
SPIA
110
Steward Partners Investment Advisory
New York
$296K 11,666 +2,928 +34%
Corient Private Wealth
111
Corient Private Wealth
Florida
$296K 11,656 -22,493 -66%
PPWM
112
PFG Private Wealth Management
Florida
$296K 11,649 – –
PWM
113
Partners Wealth Management
California
$293K 11,593 – –
PCH
114
PGIM Custom Harvest
New Jersey
$289K 11,385 +11,385 New
BCM
115
Brookstone Capital Management
Illinois
$287K 11,292 +2,032 +22%
RCAG
116
Rehmann Capital Advisory Group
Michigan
$281K 11,065 – –
MA
117
MONECO Advisors
Connecticut
$278K 10,933 – –
AM
118
Atwater Malick
Pennsylvania
$278K 10,921 +10,921 New
PWS
119
Precision Wealth Strategies
Missouri
$264K 10,392 +10,392 New
CFS
120
Commonwealth Financial Services
West Virginia
$263K 10,367 -259 -2%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$254K 10,000 – –
Jones Financial Companies
122
Jones Financial Companies
Missouri
$248K 9,776 +1,783 +22%
FTUS
123
Flow Traders U.S.
New York
$246K 9,668 +9,668 New
SWM
124
Segment Wealth Management
Texas
$241K 9,500 – –
AF
125
Arrow Financial
New York
$240K 9,448 – –
3 4
5
6 7