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iShares iBonds Dec 2028 Term Muni Bond ETF

27 hedge funds and large institutions have $32.9M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

29% more funds holding

Funds holding: 2127 (+6)

14% more capital invested

Capital invested by funds: $29M → $32.9M (+$3.94M)

4.01% less ownership

Funds ownership: 84.96%80.95% (-4%)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
26
Rockbridge Investment Management
New York
$26K +$25.4K +955 New
BEI
27
Benjamin Edwards Inc
Missouri
$4K -$666 -25 -16%
ADL
28
Asset Dedication LLC
California
-$223K -8,530 Closed