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iShares iBonds Dec 2028 Term Muni Bond ETF

155 hedge funds and large institutions have $389M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

157% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 28

9% more funds holding

Funds holding: 142155 (+13)

7% more capital invested

Capital invested by funds: $365M → $389M (+$24.3M)

0.1% less ownership

Funds ownership: 86.2%86.1% (-0.1%)

Holders
155
Holders Change
+13
Holders Change %
+9.15%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
72
Reduced
28
Closed
6
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
$52.6M +$3.62M +143,626 +7%
CA
2
Clearstead Advisors
Ohio
$22.7M +$737K +29,261 +3%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$21.8M +$2.63M +104,229 +14%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.4M +$924K +36,693 +5%
US Bancorp
5
US Bancorp
Minnesota
$18.7M +$1.27M +50,581 +7%
HighTower Advisors
6
HighTower Advisors
Illinois
$16.6M -$1.19M -47,069 -7%
Wells Fargo
7
Wells Fargo
California
$11.5M +$526K +20,889 +5%
NA
8
NewEdge Advisors
Louisiana
$11.1M +$243K +9,644 +2%
HCM
9
Hengehold Capital Management
Ohio
$9.82M +$306K +12,138 +3%
HBT
10
Hills Bank & Trust
Iowa
$9.71M +$1.3M +51,415 +16%
LIA
11
LBMC Investment Advisors
Tennessee
$9.55M +$1.39M +55,048 +17%
HCM
12
Howland Capital Management
Massachusetts
$8.61M +$145K +5,760 +2%
UBS Group
13
UBS Group
Switzerland
$8.51M -$737K -29,249 -8%
CIA
14
Covington Investment Advisors
Pennsylvania
$7.84M +$661K +26,250 +9%
KCM
15
Kathmere Capital Management
Pennsylvania
$7.65M -$6.38M -253,223 -46%
LPL Financial
16
LPL Financial
California
$6.74M +$159K +6,311 +2%
HWA
17
Heartwood Wealth Advisors
Virginia
$6.43M +$3.48K +138 +0.1%
PWM
18
Praetorian Wealth Management
California
$6.16M +$78.6K +3,119 +1%
Raymond James Financial
19
Raymond James Financial
Florida
$6.09M -$3.38M -134,375 -36%
Stifel Financial
20
Stifel Financial
Missouri
$4.93M +$2.18M +86,526 +81%
Morgan Stanley
21
Morgan Stanley
New York
$4.9M +$268K +10,628 +6%
Lido Advisors
22
Lido Advisors
California
$4.71M +$425K +16,882 +10%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.71M +$527K +20,904 +13%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.6M +$212K +8,409 +5%
CTC
25
Central Trust Company
Missouri
$3.84M +$28.9K +1,147 +0.8%

IBMQ Hedge Fund Activity: Q2 2025 in Review

155 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q2 2025, worth a combined $389M — up 6.6% from $365M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBMQ positions and 6 closed out — a net gain of 16 holders — while 72 added to existing stakes and 28 trimmed.

The largest buyer was Bank of America, adding an estimated $3.62M. The largest seller was Kathmere Capital Management, cutting an estimated $6.38M.

  • 155 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q2 2025, up from 142 in Q1 2025.
  • Funds reported $389M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q2 2025, up 6.6% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q2 2025 and 6 closed out, a net change of +16 holders.
  • The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q2 2025 was Bank of America, an estimated $3.62M added.
  • The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q2 2025 was Kathmere Capital Management, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2025.