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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
AWP
151
Accretive Wealth Partners
New Jersey
$271K
PJSIMP
152
P.J. Schmidt Investment Management (PJS)
Wisconsin
$258K
LWL
153
Leo Wealth LLC
Texas
$256K
SWM
154
Segment Wealth Management
Texas
$243K
AF
155
Arrow Financial
New York
$241K
CPIA
156
Cornell Pochily Investment Advisors
New York
$235K
CSP
157
Cary Street Partners
Virginia
$232K
PTC
158
Private Trust Company
Ohio
$225K
HW
159
HORAN Wealth
Ohio
$217K
AA
160
ArborFi Advisors
Michigan
$211K
NA
161
Nestegg Advisors
New York
$210K
BAM
162
Beaumont Asset Management
Texas
$205K
CB
163
CNB Bank
Pennsylvania
$195K
HFS
164
Hughes Financial Services
Virginia
$154K
BONH
165
Bank of New Hampshire
New Hampshire
$122K
PGAM
166
Princeton Global Asset Management
New Jersey
$120K
SPIA
167
Steward Partners Investment Advisory
New York
$77.3K
GEA
168
Glen Eagle Advisors
New Jersey
$69.6K
ACA
169
American Capital Advisory
Idaho
$56.6K
HPC
170
HM Payson & Co
Maine
$49.8K
BC
171
Barrett & Company
Rhode Island
$45.8K
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$38.6K
HI
173
Harbour Investments
Wisconsin
$33.5K
Fidelity Investments
174
Fidelity Investments
Massachusetts
$33.5K
MB
175
MidFirst Bank
Oklahoma
$25.5K