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iShares iBonds Dec 2028 Term Muni Bond ETF

142 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, 60 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

82% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 33

8% more funds holding

Funds holding: 132142 (+10)

3% more capital invested

Capital invested by funds: $355M → $365M (+$9.66M)

4.01% less ownership

Funds ownership: 90.21%86.2% (-4%)

Holders
142
Holders Change
+10
Holders Change %
+7.58%
% 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
60
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$48.7M +$4.34M +171,820 +10%
CA
2
Clearstead Advisors
Ohio
$21.8M -$399K -15,807 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.3M -$805K -31,848 -4%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$19M +$1.59M +62,840 +9%
HighTower Advisors
5
HighTower Advisors
Illinois
$17.7M +$945K +37,420 +6%
US Bancorp
6
US Bancorp
Minnesota
$17.3M -$499K -19,738 -3%
KCM
7
Kathmere Capital Management
Pennsylvania
$14M -$1.83M -72,437 -12%
Wells Fargo
8
Wells Fargo
California
$11M -$4.62M -182,796 -30%
NA
9
NewEdge Advisors
Louisiana
$10.8M +$1.39M +55,208 +15%
HCM
10
Hengehold Capital Management
Ohio
$9.47M -$573K -22,672 -6%
Raymond James Financial
11
Raymond James Financial
Florida
$9.46M -$354K -14,005 -4%
UBS Group
12
UBS Group
Switzerland
$9.21M +$189K +7,491 +2%
HCM
13
Howland Capital Management
Massachusetts
$8.42M +$846K +33,500 +11%
HBT
14
Hills Bank & Trust
Iowa
$8.37M +$50.1K +1,982 +0.6%
LIA
15
LBMC Investment Advisors
Tennessee
$8.11M +$2.16M +85,644 +36%
CIA
16
Covington Investment Advisors
Pennsylvania
$7.13M +$1.07M +42,190 +18%
LPL Financial
17
LPL Financial
California
$6.55M +$1.09M +42,992 +20%
HWA
18
Heartwood Wealth Advisors
Virginia
$6.39M +$446K +17,657 +8%
PWM
19
Praetorian Wealth Management
California
$6.05M +$15.9K +631 +0.3%
Morgan Stanley
20
Morgan Stanley
New York
$4.61M -$4.41M -174,694 -49%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.37M +$244K +9,662 +6%
Lido Advisors
22
Lido Advisors
California
$4.27M +$3.01M +119,051 +240%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.16M +$7.81K +309 +0.2%
CTC
24
Central Trust Company
Missouri
$3.79M +$72K +2,850 +2%
CPWM
25
Cypress Point Wealth Management
Texas
$3.02M