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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, 78 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
LWL
126
Leo Wealth LLC
Texas
$254K
Jones Financial Companies
127
Jones Financial Companies
Missouri
$252K
PIM
128
Penobscot Investment Management
Massachusetts
$250K
KPWS
129
Kestra Private Wealth Services
Texas
$245K
SWM
130
Segment Wealth Management
Texas
$244K
AF
131
Arrow Financial
New York
$242K
PCH
132
PGIM Custom Harvest
New Jersey
$236K
KAS
133
Kestra Advisory Services
Texas
$234K
CSP
134
Cary Street Partners
Virginia
$233K
CPIA
135
Cornell Pochily Investment Advisors
New York
$226K
PTC
136
Private Trust Company
Ohio
$226K
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
AWP
140
Accretive Wealth Partners
New Jersey
$215K
BAM
141
Beaumont Asset Management
Texas
$206K
WANY
142
Wealthspire Advisors (New York)
New York
$200K
CB
143
CNB Bank
Pennsylvania
$196K
Comerica Bank
144
Comerica Bank
Texas
$173K
HFS
145
Hughes Financial Services
Virginia
$151K
BONH
146
Bank of New Hampshire
New Hampshire
$122K
VNA
147
Valley National Advisers
Pennsylvania
$101K
Fidelity Investments
148
Fidelity Investments
Massachusetts
$71.9K
GEA
149
Glen Eagle Advisors
New Jersey
$69.9K
GRP
150
Global Retirement Partners
California
$68.9K