IBMQ icon

iShares iBonds Dec 2028 Term Muni Bond ETF

152 hedge funds and large institutions have $388M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+12
Holders Change %
+8.57%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
70
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$52.6M +$3.65M +143,626 +7%
CA
2
Clearstead Advisors
Ohio
$22.7M +$744K +29,261 +3%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$21.8M +$2.65M +104,229 +14%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.4M +$932K +36,693 +5%
US Bancorp
5
US Bancorp
Minnesota
$18.7M +$1.29M +50,581 +7%
HighTower Advisors
6
HighTower Advisors
Illinois
$16.6M -$1.2M -47,069 -7%
Wells Fargo
7
Wells Fargo
California
$11.5M +$531K +20,889 +5%
NA
8
NewEdge Advisors
Louisiana
$11.1M +$245K +9,644 +2%
HCM
9
Hengehold Capital Management
Ohio
$9.82M +$308K +12,138 +3%
HBT
10
Hills Bank & Trust
Iowa
$9.71M +$1.31M +51,415 +16%
LIA
11
LBMC Investment Advisors
Tennessee
$9.55M +$1.4M +55,048 +17%
HCM
12
Howland Capital Management
Massachusetts
$8.61M +$146K +5,760 +2%
UBS Group
13
UBS Group
Switzerland
$8.51M -$743K -29,249 -8%
CIA
14
Covington Investment Advisors
Pennsylvania
$7.84M +$667K +26,250 +9%
KCM
15
Kathmere Capital Management
Pennsylvania
$7.65M -$6.43M -253,223 -46%
LPL Financial
16
LPL Financial
California
$6.74M +$160K +6,311 +2%
HWA
17
Heartwood Wealth Advisors
Virginia
$6.43M +$3.51K +138 +0.1%
PWM
18
Praetorian Wealth Management
California
$6.16M +$79.3K +3,119 +1%
Raymond James Financial
19
Raymond James Financial
Florida
$6.09M -$3.41M -134,375 -36%
Stifel Financial
20
Stifel Financial
Missouri
$4.93M +$2.2M +86,526 +81%
Morgan Stanley
21
Morgan Stanley
New York
$4.9M +$270K +10,628 +6%
Lido Advisors
22
Lido Advisors
California
$4.71M +$429K +16,882 +10%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.71M +$531K +20,904 +13%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.6M +$214K +8,409 +5%
CTC
25
Central Trust Company
Missouri
$3.84M +$29.1K +1,147 +0.8%