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iShares iBonds Dec 2028 Term Muni Bond ETF

42 hedge funds and large institutions have $76.1M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

17.57% more ownership

Funds ownership: 90.96%108.53% (+18%)

17% more capital invested

Capital invested by funds: $64.9M → $76.1M (+$11.2M)

5% less funds holding

Funds holding: 4442 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
26
Archford Capital Strategies
Illinois
$310K +$5.26K +211 +2%
WI
27
WrapManager Inc
California
$309K -$2.67K -107 -0.9%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$307K -$6.51K -261 -2%
RJA
29
Raymond James & Associates
Florida
$300K -$23.9K -959 -7%
PWS
30
Peloton Wealth Strategists
Indiana
$300K
BONH
31
Bank of New Hampshire
New Hampshire
$275K
BPA
32
Beacon Pointe Advisors
California
$243K +$28.3K +1,137 +13%
OMC
33
Old Mission Capital
Illinois
$229K +$228K +9,141 New
BFEC
34
Benjamin F. Edwards & Company
Missouri
$198K +$3.09K +124 +2%
FNBOSM
35
First National Bank of South Miami
Florida
$128K +$67.4K +2,705 +112%
CTC
36
Central Trust Company
Missouri
$63K
ADL
37
Asset Dedication LLC
California
$50K
PP
38
Prosperity Planning
Missouri
$47K
HI
39
Harbour Investments
Wisconsin
$44K +$44K +1,766 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$17K +$50 +2 +0.3%
VCM
41
Vigilant Capital Management
Maine
$16K +$4.99K +200 +44%
SC
42
Stephens Consulting
Michigan
$7.83K
BlackRock
43
BlackRock
New York
$1K
HWA
44
Heartwood Wealth Advisors
Virginia
-$12.4M -487,122 Closed
LI
45
LMCG Investments
Massachusetts
-$1.91M -75,037 Closed
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
-$865K -33,954 Closed
CA
47
CGN Advisors
Kansas
-$842K -33,070 Closed
Citadel Advisors
48
Citadel Advisors
Florida
-$469K -18,415 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$283K -11,106 Closed
RIM
50
Rockbridge Investment Management
New York
-$24.3K -955 Closed