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iShares iBonds Dec 2028 Term Muni Bond ETF

45 hedge funds and large institutions have $72M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCA
26
Stonebridge Capital Advisors
Minnesota
$412K 17,040 -600 -3%
PFM
27
Phillips Financial Management
Indiana
$392K 16,222
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$372K 15,400
SWMG
29
Signature Wealth Management Group
Georgia
$328K 13,556 +13,556 New
IA
30
IFP Advisors
Florida
$327K 13,012 +13,012 New
ACS
31
Archford Capital Strategies
Illinois
$299K 12,374
WI
32
WrapManager Inc
California
$293K 12,127 -228 -2%
PWS
33
Peloton Wealth Strategists
Indiana
$290K 12,000
OMC
34
Old Mission Capital
Illinois
$245K 10,136 +995 +11%
BPA
35
Beacon Pointe Advisors
California
$238K 9,800 +70 +0.7%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$221K 9,129 +1,229 +16%
RJA
37
Raymond James & Associates
Florida
$219K 9,054 -2,943 -25%
BONH
38
Bank of New Hampshire
New Hampshire
$170K 7,020 -3,975 -36%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$90K 3,720 +3,032 +441%
CTC
40
Central Trust Company
Missouri
$60K 2,500
ADL
41
Asset Dedication LLC
California
$48K 2,004
HI
42
Harbour Investments
Wisconsin
$44K 1,766
VCM
43
Vigilant Capital Management
Maine
$16K 650
SC
44
Stephens Consulting
Michigan
$7.57K 313
BlackRock
45
BlackRock
New York
$1K 58
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-88,965 Closed
F4L
47
Fortune 45 LLC
Louisiana
-14,248 Closed
FNBOSM
48
First National Bank of South Miami
Florida
-5,117 Closed
PP
49
Prosperity Planning
Missouri
CFGS
50
Concourse Financial Group Securities
Alabama