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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
ACA
151
American Capital Advisory
Idaho
$56.8K
BC
152
Barrett & Company
Rhode Island
$46K
HI
153
Harbour Investments
Wisconsin
$33.4K +$25.8K +1,007 +343%
AA
154
Addison Advisors
Vermont
$25.5K
RWM
155
Rialto Wealth Management
New York
$21.2K
AF
156
Allworth Financial
California
$20.8K
ADL
157
Asset Dedication LLC
California
$20.6K -$30.7K -1,201 -60%
SC
158
Stephens Consulting
Michigan
$8.03K
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$6.62K +$6.6K +258 New
BlackRock
160
BlackRock
New York
$3.85K
CT
161
Caldwell Trust
Florida
$1.03K
EWM
162
Evolution Wealth Management
Florida
$974 +$972 +38 New
PS
163
Principal Securities
Iowa
$513
Jane Street
164
Jane Street
New York
-$2.99M -117,601 Closed
JP Morgan Chase
165
JP Morgan Chase
New York
-$2.08M -81,923 Closed
WI
166
WrapManager Inc
California
-$353K -13,905 Closed
Corient Private Wealth
167
Corient Private Wealth
Florida
-$296K -11,657 Closed
PPWM
168
PFG Private Wealth Management
Florida
-$296K -11,649 Closed
PWM
169
Partners Wealth Management
California
-$293K -11,593 Closed
RCAG
170
Rehmann Capital Advisory Group
Michigan
-$281K -11,065 Closed
PWS
171
Precision Wealth Strategies
Missouri
-$264K -10,392 Closed
OFS
172
OneAscent Financial Services
Alabama
-$230K -9,066 Closed