IBMQ icon

iShares iBonds Dec 2028 Term Muni Bond ETF

185 hedge funds and large institutions have $528M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
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
PPWM
126
PFG Private Wealth Management
Florida
$444K
PP
127
Postrock Partners
Oregon
$440K
DSA
128
Droms Strauss Advisors
Missouri
$438K
FAFN
129
First Affirmative Financial Network
Colorado
$411K
PIM
130
Penobscot Investment Management
Massachusetts
$402K
PAG
131
Private Advisor Group
New Jersey
$399K
MW
132
Members Wealth
Pennsylvania
$396K
CFS
133
Commonwealth Financial Services
West Virginia
$376K
SWA
134
Sax Wealth Advisors
New Jersey
$376K
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$376K
MCM
136
MV Capital Management
Maryland
$367K
WCM
137
WealthBridge Capital Management
Ohio
$360K
JSA
138
Jim Saulnier & Associates
Colorado
$354K
PCM
139
Passive Capital Management
Maryland
$352K
JIR
140
James Investment Research
Ohio
$352K
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$345K
TA
142
TPG Advisors
Illinois
$334K
PWS
143
Peloton Wealth Strategists
Indiana
$332K
VAG
144
VisionPoint Advisory Group
Texas
$328K
ACS
145
Archford Capital Strategies
Illinois
$326K
KA
146
Klingman & Associates
New York
$321K
APP
147
Avantax Planning Partners
Iowa
$318K
TC
148
Trust Company
Kansas
$301K
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$292K
MA
150
MONECO Advisors
Connecticut
$279K