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iShares iBonds Dec 2028 Term Muni Bond ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
TC
101
Trust Company
Kansas
$349K
JSA
102
Jim Saulnier & Associates
Colorado
$346K +$2.11K +83 +0.6%
SWA
103
Sax Wealth Advisors
New Jersey
$336K +$336K +13,241 New
NA
104
Nestegg Advisors
New York
$336K -$218K -8,576 -39%
ACS
105
Archford Capital Strategies
Illinois
$332K +$15K +591 +5%
PWS
106
Peloton Wealth Strategists
Indiana
$330K
MWM
107
Meridian Wealth Management
Kentucky
$329K +$329K +12,954 New
WCM
108
WealthBridge Capital Management
Ohio
$324K +$17.3K +680 +6%
APP
109
Avantax Planning Partners
Iowa
$317K -$25 -1 -0%
SPIA
110
Steward Partners Investment Advisory
New York
$296K +$74.4K +2,928 +34%
Corient Private Wealth
111
Corient Private Wealth
Florida
$296K -$572K -22,493 -66%
PPWM
112
PFG Private Wealth Management
Florida
$296K
PWM
113
Partners Wealth Management
California
$293K
PCH
114
PGIM Custom Harvest
New Jersey
$289K +$289K +11,385 New
BCM
115
Brookstone Capital Management
Illinois
$287K +$51.6K +2,032 +22%
RCAG
116
Rehmann Capital Advisory Group
Michigan
$281K
MA
117
MONECO Advisors
Connecticut
$278K
AM
118
Atwater Malick
Pennsylvania
$278K +$278K +10,921 New
PWS
119
Precision Wealth Strategies
Missouri
$264K +$264K +10,392 New
CFS
120
Commonwealth Financial Services
West Virginia
$263K -$6.58K -259 -2%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$254K
Jones Financial Companies
122
Jones Financial Companies
Missouri
$248K +$45.3K +1,783 +22%
FTUS
123
Flow Traders U.S.
New York
$246K +$246K +9,668 New
SWM
124
Segment Wealth Management
Texas
$241K
AF
125
Arrow Financial
New York
$240K