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iShares iBonds Dec 2028 Term Muni Bond ETF

163 hedge funds and large institutions have $429M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 33

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $389M → $429M (+$39.8M)

5% more funds holding

Funds holding: 155163 (+8)

1.54% less ownership

Funds ownership: 86.1%84.55% (-1.5%)

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
79
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCG
101
Sonata Capital Group
Washington
$411K +$410K +16,025 New
MWM
102
Meridian Wealth Management
Kentucky
$379K +$47.2K +1,847 +14%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$377K -$2.56K -100 -0.7%
SWA
104
Sax Wealth Advisors
New Jersey
$377K +$37.1K +1,452 +11%
WAP
105
Wealthcare Advisory Partners
Pennsylvania
$373K +$372K +14,559 New
DSA
106
Droms Strauss Advisors
Missouri
$364K -$31.7K -1,241 -8%
Financial Engines Advisors
107
Financial Engines Advisors
California
$358K +$357K +13,967 New
PCM
108
Passive Capital Management
Maryland
$354K
JIR
109
James Investment Research
Ohio
$354K
TC
110
Trust Company
Kansas
$352K
JSA
111
Jim Saulnier & Associates
Colorado
$351K +$2.12K +83 +0.6%
SA
112
Sanctuary Advisors
Indiana
$343K +$39.8K +1,554 +13%
FAFN
113
First Affirmative Financial Network
Colorado
$336K +$128 +5 +0%
ACS
114
Archford Capital Strategies
Illinois
$335K
TA
115
TPG Advisors
Illinois
$335K +$99.9K +3,906 +43%
PWS
116
Peloton Wealth Strategists
Indiana
$333K
WCM
117
WealthBridge Capital Management
Ohio
$332K +$5.37K +210 +2%
APP
118
Avantax Planning Partners
Iowa
$319K
AM
119
Atwater Malick
Pennsylvania
$305K +$25K +978 +9%
SPIA
120
Steward Partners Investment Advisory
New York
$299K
FCH
121
Freestone Capital Holdings
Washington
$295K +$294K +11,495 New
MA
122
MONECO Advisors
Connecticut
$280K
WCP
123
Wick Capital Partners
Pennsylvania
$270K +$269K +10,524 New
CFS
124
Commonwealth Financial Services
West Virginia
$263K -$2.38K -93 -0.9%
NA
125
Nestegg Advisors
New York
$257K -$81.7K -3,195 -24%