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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
SWM
126
Segment Wealth Management
Texas
$241K
AF
127
Arrow Financial
New York
$240K
TA
128
TPG Advisors
Illinois
$232K
OFS
129
OneAscent Financial Services
Alabama
$230K
PTC
130
Private Trust Company
Ohio
$226K
PAG
131
Private Advisor Group
New Jersey
$222K
PJSIMP
132
P.J. Schmidt Investment Management (PJS)
Wisconsin
$218K
Goldman Sachs
133
Goldman Sachs
New York
$215K
AWP
134
Accretive Wealth Partners
New Jersey
$210K
CPIA
135
Cornell Pochily Investment Advisors
New York
$204K
KPWS
136
Kestra Private Wealth Services
Texas
$204K
PIM
137
Penobscot Investment Management
Massachusetts
$203K
CSP
138
Cary Street Partners
Virginia
$202K
HFS
139
Hughes Financial Services
Virginia
$152K
Comerica Bank
140
Comerica Bank
Texas
$150K
BONH
141
Bank of New Hampshire
New Hampshire
$121K
VNA
142
Valley National Advisers
Pennsylvania
$100K
GEA
143
Glen Eagle Advisors
New Jersey
$69.2K
ACA
144
American Capital Advisory
Idaho
$56.3K
Fidelity Investments
145
Fidelity Investments
Massachusetts
$51.9K
ADL
146
Asset Dedication LLC
California
$50.9K
BC
147
Barrett & Company
Rhode Island
$45.6K
AA
148
Addison Advisors
Vermont
$25.3K
RWM
149
Rialto Wealth Management
New York
$21K
AF
150
Allworth Financial
California
$20.7K