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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, 79 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 33

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $389M → $429M (+$39.8M)

5% more funds holding

Funds holding: 155163 (+8)

1.54% less ownership

Funds ownership: 86.1%84.55% (-1.5%)

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
79
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWL
126
Leo Wealth LLC
Texas
$254K +$254K +9,915 New
Jones Financial Companies
127
Jones Financial Companies
Missouri
$252K +$1.1K +43 +0.4%
PIM
128
Penobscot Investment Management
Massachusetts
$250K +$44.8K +1,750 +22%
KPWS
129
Kestra Private Wealth Services
Texas
$245K +$38.9K +1,521 +19%
SWM
130
Segment Wealth Management
Texas
$244K
AF
131
Arrow Financial
New York
$242K
PCH
132
PGIM Custom Harvest
New Jersey
$236K -$56.1K -2,192 -19%
KAS
133
Kestra Advisory Services
Texas
$234K -$255K -9,972 -52%
CSP
134
Cary Street Partners
Virginia
$233K +$28.9K +1,130 +14%
CPIA
135
Cornell Pochily Investment Advisors
New York
$226K +$19.8K +775 +10%
PTC
136
Private Trust Company
Ohio
$226K -$1.89K -74 -0.8%
PJSIMP
137
P.J. Schmidt Investment Management (PJS)
Wisconsin
$220K
Goldman Sachs
138
Goldman Sachs
New York
$217K
FTUS
139
Flow Traders U.S.
New York
$215K -$32.6K -1,275 -13%
AWP
140
Accretive Wealth Partners
New Jersey
$215K +$2.69K +105 +1%
BAM
141
Beaumont Asset Management
Texas
$206K +$205K +8,030 New
WANY
142
Wealthspire Advisors (New York)
New York
$200K +$200K +7,819 New
CB
143
CNB Bank
Pennsylvania
$196K +$195K +7,637 New
Comerica Bank
144
Comerica Bank
Texas
$173K +$21.6K +846 +14%
HFS
145
Hughes Financial Services
Virginia
$151K
BONH
146
Bank of New Hampshire
New Hampshire
$122K
VNA
147
Valley National Advisers
Pennsylvania
$101K +$614 +24 +0.6%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$71.9K +$19.5K +762 +37%
GEA
149
Glen Eagle Advisors
New Jersey
$69.9K
GRP
150
Global Retirement Partners
California
$68.9K +$68.8K +2,688 New