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iShares iBonds Dec 2028 Term Muni Bond ETF

163 hedge funds and large institutions have $429M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 33

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $389M → $429M (+$39.8M)

5% more funds holding

Funds holding: 155163 (+8)

1.54% less ownership

Funds ownership: 86.1%84.55% (-1.5%)

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
79
Reduced
33
Closed
9
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
$54.2M +$1.14M +44,737 +2%
VBFG
2
Vishria Bird Financial Group
Tennessee
$29.3M +$28.9M +1,128,756 +7,086%
CA
3
Clearstead Advisors
Ohio
$23.4M +$545K +21,309 +2%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$23.1M +$1.11M +43,417 +5%
US Bancorp
5
US Bancorp
Minnesota
$19.3M +$466K +18,200 +2%
HighTower Advisors
6
HighTower Advisors
Illinois
$17M +$250K +9,773 +1%
Wells Fargo
7
Wells Fargo
California
$13.7M +$2.04M +79,649 +18%
NA
8
NewEdge Advisors
Louisiana
$11.6M +$460K +18,001 +4%
LIA
9
LBMC Investment Advisors
Tennessee
$11.2M +$1.61M +62,755 +17%
HCM
10
Hengehold Capital Management
Ohio
$10.1M +$169K +6,617 +2%
HBT
11
Hills Bank & Trust
Iowa
$9.86M +$63K +2,463 +0.6%
Morgan Stanley
12
Morgan Stanley
New York
$9.53M +$4.57M +178,776 +93%
HCM
13
Howland Capital Management
Massachusetts
$9.24M +$559K +21,845 +6%
UBS Group
14
UBS Group
Switzerland
$8.91M +$313K +12,246 +4%
CIA
15
Covington Investment Advisors
Pennsylvania
$8.02M +$110K +4,305 +1%
KCM
16
Kathmere Capital Management
Pennsylvania
$7.93M +$210K +8,192 +3%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$7.43M +$2.67M +104,566 +56%
LPL Financial
18
LPL Financial
California
$7.1M +$301K +11,760 +4%
HWA
19
Heartwood Wealth Advisors
Virginia
$6.64M +$154K +6,023 +2%
PWM
20
Praetorian Wealth Management
California
$6.2M -$8.24K -322 -0.1%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.87M +$1.23M +47,959 +26%
Lido Advisors
22
Lido Advisors
California
$5.23M +$475K +18,580 +10%
Stifel Financial
23
Stifel Financial
Missouri
$5.12M +$146K +5,722 +3%
Raymond James Financial
24
Raymond James Financial
Florida
$4.3M -$1.84M -72,062 -30%
SWA
25
Stratos Wealth Advisors
Ohio
$4.28M +$1.77M +69,162 +71%