IBMQ icon

iShares iBonds Dec 2028 Term Muni Bond ETF

140 hedge funds and large institutions have $365M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
140
Holders Change
+9
Holders Change %
+6.87%
% of All Funds
1.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
59
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$48.7M 1,926,881 +171,820 +10%
CA
2
Clearstead Advisors
Ohio
$21.8M 862,458 -15,807 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.3M 804,339 -31,848 -4%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$19M 752,659 +62,840 +9%
HighTower Advisors
5
HighTower Advisors
Illinois
$17.7M 700,645 +37,420 +6%
US Bancorp
6
US Bancorp
Minnesota
$17.3M 684,065 -19,738 -3%
KCM
7
Kathmere Capital Management
Pennsylvania
$14M 554,311 -72,437 -12%
Wells Fargo
8
Wells Fargo
California
$11M 433,430 -182,796 -30%
NA
9
NewEdge Advisors
Louisiana
$10.8M 425,352 +55,208 +15%
HCM
10
Hengehold Capital Management
Ohio
$9.47M 374,477 -22,672 -6%
Raymond James Financial
11
Raymond James Financial
Florida
$9.46M 374,105 -14,005 -4%
UBS Group
12
UBS Group
Switzerland
$9.21M 364,344 +7,491 +2%
HCM
13
Howland Capital Management
Massachusetts
$8.42M 332,915 +33,500 +11%
HBT
14
Hills Bank & Trust
Iowa
$8.37M 330,765 +1,982 +0.6%
LIA
15
LBMC Investment Advisors
Tennessee
$8.11M 320,704 +85,644 +36%
CIA
16
Covington Investment Advisors
Pennsylvania
$7.14M 282,115 +42,190 +18%
LPL Financial
17
LPL Financial
California
$6.55M 258,931 +42,992 +20%
HWA
18
Heartwood Wealth Advisors
Virginia
$6.39M 252,745 +17,657 +8%
PWM
19
Praetorian Wealth Management
California
$6.05M 239,142 +631 +0.3%
Morgan Stanley
20
Morgan Stanley
New York
$4.61M 182,277 -174,694 -49%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.37M 172,701 +9,662 +6%
Lido Advisors
22
Lido Advisors
California
$4.27M 168,660 +119,051 +240%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.16M 164,348 +309 +0.2%
CTC
24
Central Trust Company
Missouri
$3.79M 149,983 +2,850 +2%
CPWM
25
Cypress Point Wealth Management
Texas
$3.02M 119,536