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iShares iBonds Dec 2028 Term Muni Bond ETF

140 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, 59 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
140
Holders Change
+9
Holders Change %
+6.87%
% 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
59
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PPWM
101
PFG Private Wealth Management
Florida
$295K +$295K +11,649 New
PWM
102
Partners Wealth Management
California
$293K -$251K -9,916 -46%
Goldman Sachs
103
Goldman Sachs
New York
$290K -$9.53K -377 -3%
GWCM
104
Godshalk Welsh Capital Management
Pennsylvania
$285K +$285K +11,250 New
RCAG
105
Rehmann Capital Advisory Group
Michigan
$280K +$280K +11,065 New
MA
106
MONECO Advisors
Connecticut
$276K
GSIAS
107
Garden State Investment Advisory Services
New Jersey
$270K
CFS
108
Commonwealth Financial Services
West Virginia
$269K -$24K -950 -8%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$253K
SFB
110
STAR Financial Bank
Indiana
$251K
OFS
111
OneAscent Financial Services
Alabama
$248K +$9.91K +391 +4%
AssetMark Inc
112
AssetMark Inc
California
$246K +$189K +7,457 +328%
SWM
113
Segment Wealth Management
Texas
$240K
AF
114
Arrow Financial
New York
$239K
BCM
115
Brookstone Capital Management
Illinois
$234K +$22.7K +897 +11%
PTC
116
Private Trust Company
Ohio
$232K +$31.3K +1,239 +16%
TA
117
TPG Advisors
Illinois
$231K
SPIA
118
Steward Partners Investment Advisory
New York
$221K -$29.2K -1,155 -12%
AA
119
ArborFi Advisors
Michigan
$216K +$216K +8,536 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$207K +$207K +8,188 New
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$204K +$204K +8,057 New
PIM
122
Penobscot Investment Management
Massachusetts
$202K
Jones Financial Companies
123
Jones Financial Companies
Missouri
$202K +$32.2K +1,274 +19%
CSP
124
Cary Street Partners
Virginia
$201K
HFS
125
Hughes Financial Services
Virginia
$150K +$150K +5,930 New