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iShares iBonds Dec 2028 Term Muni Bond ETF

186 hedge funds and large institutions have $540M 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, 98 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
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
Jones Financial Companies
126
Jones Financial Companies
Missouri
$461K
PPWM
127
PFG Private Wealth Management
Florida
$444K
PP
128
Postrock Partners
Oregon
$440K
DSA
129
Droms Strauss Advisors
Missouri
$438K
FAFN
130
First Affirmative Financial Network
Colorado
$411K
PIM
131
Penobscot Investment Management
Massachusetts
$402K
PAG
132
Private Advisor Group
New Jersey
$399K
MW
133
Members Wealth
Pennsylvania
$396K
CFS
134
Commonwealth Financial Services
West Virginia
$376K
SWA
135
Sax Wealth Advisors
New Jersey
$376K
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$376K
MCM
137
MV Capital Management
Maryland
$367K
WCM
138
WealthBridge Capital Management
Ohio
$360K
JSA
139
Jim Saulnier & Associates
Colorado
$354K
PCM
140
Passive Capital Management
Maryland
$352K
JIR
141
James Investment Research
Ohio
$352K
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$345K
TA
143
TPG Advisors
Illinois
$334K
PWS
144
Peloton Wealth Strategists
Indiana
$332K
VAG
145
VisionPoint Advisory Group
Texas
$328K
ACS
146
Archford Capital Strategies
Illinois
$326K
KA
147
Klingman & Associates
New York
$321K
APP
148
Avantax Planning Partners
Iowa
$318K
TC
149
Trust Company
Kansas
$301K
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$292K