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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

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

157% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 28

9% more funds holding

Funds holding: 142155 (+13)

7% more capital invested

Capital invested by funds: $365M → $389M (+$24.3M)

0.1% less ownership

Funds ownership: 86.2%86.1% (-0.1%)

Holders
155
Holders Change
+13
Holders Change %
+9.15%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
72
Reduced
28
Closed
6
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 -$18.2K -722 -7%
PTC
130
Private Trust Company
Ohio
$226K -$7.66K -304 -3%
PAG
131
Private Advisor Group
New Jersey
$222K +$220K +8,726 New
PJSIMP
132
P.J. Schmidt Investment Management (PJS)
Wisconsin
$218K +$216K +8,562 New
Goldman Sachs
133
Goldman Sachs
New York
$215K -$75.6K -3,003 -26%
AWP
134
Accretive Wealth Partners
New Jersey
$210K +$208K +8,274 New
CPIA
135
Cornell Pochily Investment Advisors
New York
$204K +$203K +8,045 New
KPWS
136
Kestra Private Wealth Services
Texas
$204K +$202K +8,031 New
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 +$99.3K +3,943 New
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 -$155K -6,145 -75%
ADL
146
Asset Dedication LLC
California
$50.9K
BC
147
Barrett & Company
Rhode Island
$45.6K +$45.2K +1,794 New
AA
148
Addison Advisors
Vermont
$25.3K +$22.7K +900 +947%
RWM
149
Rialto Wealth Management
New York
$21K
AF
150
Allworth Financial
California
$20.7K

IBMQ Hedge Fund Activity: Q2 2025 in Review

155 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q2 2025, worth a combined $389M — up 6.6% from $365M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBMQ positions and 6 closed out — a net gain of 16 holders — while 72 added to existing stakes and 28 trimmed.

The largest buyer was Bank of America, adding an estimated $3.62M. The largest seller was Kathmere Capital Management, cutting an estimated $6.38M.

  • 155 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q2 2025, up from 142 in Q1 2025.
  • Funds reported $389M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q2 2025, up 6.6% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q2 2025 and 6 closed out, a net change of +16 holders.
  • The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q2 2025 was Bank of America, an estimated $3.62M added.
  • The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q2 2025 was Kathmere Capital Management, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2025.