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iShares iBonds Dec 2028 Term Muni Bond ETF

60 hedge funds and large institutions have $106M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

47% more capital invested

Capital invested by funds: $72M → $106M (+$34M)

33% more funds holding

Funds holding: 4560 (+15)

22.68% less ownership

Funds ownership: 106.23%83.55% (-23%)

Holders
60
Holders Change
+15
Holders Change %
+33.33%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
24
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RHP
26
Royal Harbor Partners
Texas
$817K +$269K +10,916 +50%
KA
27
Klingman & Associates
New York
$653K +$642K +26,010 New
SSB
28
Sandy Spring Bank
Maryland
$644K +$75.3K +3,050 +13%
CIM
29
Confluence Investment Management
Missouri
$644K -$5.65M -228,737 -90%
RJA
30
Raymond James & Associates
Florida
$590K +$357K +14,465 +160%
PFM
31
Phillips Financial Management
Indiana
$577K +$167K +6,754 +42%
C1AG
32
Client 1st Advisory Group
Florida
$550K +$541K +21,912 New
AIP
33
Ameritas Investment Partners
Nebraska
$518K -$112K -4,526 -18%
GSIAS
34
Garden State Investment Advisory Services
New Jersey
$479K +$471K +19,072 New
CPIA
35
Cornell Pochily Investment Advisors
New York
$469K +$20.1K +814 +5%
VA
36
Valmark Advisers
Ohio
$412K +$405K +16,424 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$394K -$71.4K -2,893 -16%
SCA
38
Stonebridge Capital Advisors
Minnesota
$394K -$33.3K -1,350 -8%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$386K
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$385K +$379K +15,355 New
WI
41
WrapManager Inc
California
$377K +$71K +2,877 +24%
MLA
42
MB, Levis & Associates
Pennsylvania
$376K +$370K +14,998 New
CIA
43
Capital Investment Advisors
Georgia
$364K +$358K +14,507 New
ACS
44
Archford Capital Strategies
Illinois
$351K +$39.9K +1,615 +13%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$319K +$88.5K +3,587 +39%
Osaic Holdings
46
Osaic Holdings
Arizona
$310K +$305K +12,350 New
PWS
47
Peloton Wealth Strategists
Indiana
$301K
PSIWM
48
Paradigm Strategies in Wealth Management
Minnesota
$239K +$235K +9,514 New
BPA
49
Beacon Pointe Advisors
California
$232K -$13.7K -554 -6%
WCM
50
WealthBridge Capital Management
Ohio
$223K +$219K +8,873 New