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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, 78 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
SCG
101
Sonata Capital Group
Washington
$411K
MWM
102
Meridian Wealth Management
Kentucky
$379K
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$377K
SWA
104
Sax Wealth Advisors
New Jersey
$377K
WAP
105
Wealthcare Advisory Partners
Pennsylvania
$373K
DSA
106
Droms Strauss Advisors
Missouri
$364K
Financial Engines Advisors
107
Financial Engines Advisors
California
$358K
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
FAFN
112
First Affirmative Financial Network
Colorado
$336K
ACS
113
Archford Capital Strategies
Illinois
$335K
TA
114
TPG Advisors
Illinois
$335K
PWS
115
Peloton Wealth Strategists
Indiana
$333K
WCM
116
WealthBridge Capital Management
Ohio
$332K
APP
117
Avantax Planning Partners
Iowa
$319K
AM
118
Atwater Malick
Pennsylvania
$305K
SPIA
119
Steward Partners Investment Advisory
New York
$299K
SA
120
Sanctuary Advisors
Indiana
$298K
FCH
121
Freestone Capital Holdings
Washington
$295K
MA
122
MONECO Advisors
Connecticut
$280K
WCP
123
Wick Capital Partners
Pennsylvania
$270K
CFS
124
Commonwealth Financial Services
West Virginia
$263K
NA
125
Nestegg Advisors
New York
$257K