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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.

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 Market Value Shares Shares
Change
Shares
Change %
TA
126
TPG Advisors
Illinois
$232K 9,143
OFS
127
OneAscent Financial Services
Alabama
$230K 9,066 -722 -7%
PTC
128
Private Trust Company
Ohio
$226K 8,883 -304 -3%
PAG
129
Private Advisor Group
New Jersey
$222K 8,726 +8,726 New
PJSIMP
130
P.J. Schmidt Investment Management (PJS)
Wisconsin
$218K 8,562 +8,562 New
Goldman Sachs
131
Goldman Sachs
New York
$215K 8,456 -3,003 -26%
AWP
132
Accretive Wealth Partners
New Jersey
$210K 8,274 +8,274 New
CPIA
133
Cornell Pochily Investment Advisors
New York
$204K 8,045 +8,045 New
KPWS
134
Kestra Private Wealth Services
Texas
$204K 8,031 +8,031 New
PIM
135
Penobscot Investment Management
Massachusetts
$203K 8,000
CSP
136
Cary Street Partners
Virginia
$202K 7,956
HFS
137
Hughes Financial Services
Virginia
$152K 5,930
Comerica Bank
138
Comerica Bank
Texas
$150K 5,889
BONH
139
Bank of New Hampshire
New Hampshire
$121K 4,770
VNA
140
Valley National Advisers
Pennsylvania
$100K 3,943 +3,943 New
GEA
141
Glen Eagle Advisors
New Jersey
$69.2K 2,725
ACA
142
American Capital Advisory
Idaho
$56.3K 2,217
Fidelity Investments
143
Fidelity Investments
Massachusetts
$51.9K 2,043 -6,145 -75%
ADL
144
Asset Dedication LLC
California
$50.9K 2,004
BC
145
Barrett & Company
Rhode Island
$45.6K 1,794 +1,794 New
AA
146
Addison Advisors
Vermont
$25.3K 995 +900 +947%
RWM
147
Rialto Wealth Management
New York
$21K 828
AF
148
Allworth Financial
California
$20.7K 813
SC
149
Stephens Consulting
Michigan
$7.95K 313
HI
150
Harbour Investments
Wisconsin
$7.47K 294