IBMQ icon

iShares iBonds Dec 2028 Term Muni Bond ETF

175 hedge funds and large institutions have $521M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 93 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
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
PIM
126
Penobscot Investment Management
Massachusetts
$326K
KA
127
Klingman & Associates
New York
$325K
DSA
128
Droms Strauss Advisors
Missouri
$324K
APP
129
Avantax Planning Partners
Iowa
$319K
Jones Financial Companies
130
Jones Financial Companies
Missouri
$316K
ACS
131
Archford Capital Strategies
Illinois
$309K
FCH
132
Freestone Capital Holdings
Washington
$294K
MA
133
MONECO Advisors
Connecticut
$280K
MWM
134
Meridian Wealth Management
Kentucky
$260K
LWL
135
Leo Wealth LLC
Texas
$255K
PPWM
136
PFG Private Wealth Management
Florida
$252K
SWM
137
Segment Wealth Management
Texas
$243K
AF
138
Arrow Financial
New York
$242K
CSP
139
Cary Street Partners
Virginia
$232K
FTUS
140
Flow Traders U.S.
New York
$231K
CPIA
141
Cornell Pochily Investment Advisors
New York
$226K
PTC
142
Private Trust Company
Ohio
$225K
PJSIMP
143
P.J. Schmidt Investment Management (PJS)
Wisconsin
$219K
HW
144
HORAN Wealth
Ohio
$217K
Goldman Sachs
145
Goldman Sachs
New York
$214K
SWM
146
Silverlake Wealth Management
Vermont
$211K
NA
147
Nestegg Advisors
New York
$209K
BAM
148
Beaumont Asset Management
Texas
$205K
MW
149
Members Wealth
Pennsylvania
$205K
AA
150
ArborFi Advisors
Michigan
$204K