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iShares iBonds Dec 2028 Term Muni Bond ETF

155 hedge funds and large institutions have $389M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
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
TC
101
Trust Company
Kansas
$349K
JSA
102
Jim Saulnier & Associates
Colorado
$346K
SWA
103
Sax Wealth Advisors
New Jersey
$336K
NA
104
Nestegg Advisors
New York
$336K
FAFN
105
First Affirmative Financial Network
Colorado
$332K
ACS
106
Archford Capital Strategies
Illinois
$332K
PWS
107
Peloton Wealth Strategists
Indiana
$330K
MWM
108
Meridian Wealth Management
Kentucky
$329K
WCM
109
WealthBridge Capital Management
Ohio
$324K
APP
110
Avantax Planning Partners
Iowa
$317K
SA
111
Sanctuary Advisors
Indiana
$301K
SPIA
112
Steward Partners Investment Advisory
New York
$296K
Corient Private Wealth
113
Corient Private Wealth
Florida
$296K
PPWM
114
PFG Private Wealth Management
Florida
$296K
PWM
115
Partners Wealth Management
California
$293K
PCH
116
PGIM Custom Harvest
New Jersey
$289K
BCM
117
Brookstone Capital Management
Illinois
$287K
RCAG
118
Rehmann Capital Advisory Group
Michigan
$281K
MA
119
MONECO Advisors
Connecticut
$278K
AM
120
Atwater Malick
Pennsylvania
$278K
PWS
121
Precision Wealth Strategies
Missouri
$264K
CFS
122
Commonwealth Financial Services
West Virginia
$263K
Baird Financial Group
123
Baird Financial Group
Wisconsin
$254K
Jones Financial Companies
124
Jones Financial Companies
Missouri
$248K
FTUS
125
Flow Traders U.S.
New York
$246K