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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.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

7% more funds holding

Funds holding: 4245 (+3)

2.3% less ownership

Funds ownership: 108.53%106.23% (-2.3%)

5% less capital invested

Capital invested by funds: $76.1M → $72M (-$4.14M)

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 Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Stonebridge Capital Advisors
Minnesota
$412K -$15.1K -600 -3%
PFM
27
Phillips Financial Management
Indiana
$392K
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$372K
SWMG
29
Signature Wealth Management Group
Georgia
$328K +$341K +13,556 New
IA
30
IFP Advisors
Florida
$327K +$327K +13,012 New
ACS
31
Archford Capital Strategies
Illinois
$299K
WI
32
WrapManager Inc
California
$293K -$5.73K -228 -2%
PWS
33
Peloton Wealth Strategists
Indiana
$290K
OMC
34
Old Mission Capital
Illinois
$245K +$25K +995 +11%
BPA
35
Beacon Pointe Advisors
California
$238K +$1.76K +70 +0.7%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$221K +$30.9K +1,229 +16%
RJA
37
Raymond James & Associates
Florida
$219K -$74K -2,943 -25%
BONH
38
Bank of New Hampshire
New Hampshire
$170K -$99.9K -3,975 -36%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$90K +$76.2K +3,032 +441%
CTC
40
Central Trust Company
Missouri
$60K
ADL
41
Asset Dedication LLC
California
$48K
HI
42
Harbour Investments
Wisconsin
$44K
VCM
43
Vigilant Capital Management
Maine
$16K
SC
44
Stephens Consulting
Michigan
$7.57K
BlackRock
45
BlackRock
New York
$1K
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$2.23M -88,965 Closed
F4L
47
Fortune 45 LLC
Louisiana
-$356K -14,248 Closed
FNBOSM
48
First National Bank of South Miami
Florida
-$128K -5,117 Closed
PP
49
Prosperity Planning
Missouri
-$47K