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iShares iBonds Dec 2028 Term Muni Bond ETF

142 hedge funds and large institutions have $365M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

82% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 33

8% more funds holding

Funds holding: 132142 (+10)

3% more capital invested

Capital invested by funds: $355M → $365M (+$9.66M)

4.01% less ownership

Funds ownership: 90.21%86.2% (-4%)

Holders
142
Holders Change
+10
Holders Change %
+7.58%
% of All Funds
1.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
60
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
Sanctuary Advisors
Indiana
$298K +$303 +12 +0.1%
PPWM
102
PFG Private Wealth Management
Florida
$295K +$294K +11,649 New
PWM
103
Partners Wealth Management
California
$293K -$251K -9,916 -46%
Goldman Sachs
104
Goldman Sachs
New York
$290K -$9.52K -377 -3%
GWCM
105
Godshalk Welsh Capital Management
Pennsylvania
$285K +$284K +11,250 New
RCAG
106
Rehmann Capital Advisory Group
Michigan
$280K +$280K +11,065 New
MA
107
MONECO Advisors
Connecticut
$276K
GSIAS
108
Garden State Investment Advisory Services
New Jersey
$270K
CFS
109
Commonwealth Financial Services
West Virginia
$269K -$24K -950 -8%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$253K
SFB
111
STAR Financial Bank
Indiana
$251K
OFS
112
OneAscent Financial Services
Alabama
$248K +$9.88K +391 +4%
AssetMark Inc
113
AssetMark Inc
California
$246K +$188K +7,457 +328%
SWM
114
Segment Wealth Management
Texas
$240K
AF
115
Arrow Financial
New York
$239K
BCM
116
Brookstone Capital Management
Illinois
$234K +$22.7K +897 +11%
PTC
117
Private Trust Company
Ohio
$232K +$31.3K +1,239 +16%
TA
118
TPG Advisors
Illinois
$231K
SPIA
119
Steward Partners Investment Advisory
New York
$221K -$29.2K -1,155 -12%
AA
120
ArborFi Advisors
Michigan
$216K +$216K +8,536 New
Fidelity Investments
121
Fidelity Investments
Massachusetts
$207K +$207K +8,188 New
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$204K +$204K +8,057 New
PIM
123
Penobscot Investment Management
Massachusetts
$202K
Jones Financial Companies
124
Jones Financial Companies
Missouri
$202K +$32.2K +1,274 +19%
CSP
125
Cary Street Partners
Virginia
$201K