We are live on ! Find out more
IBMQ icon

iShares iBonds Dec 2028 Term Muni Bond ETF

72 hedge funds and large institutions have $154M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

160% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 15

31% more capital invested

Capital invested by funds: $117M → $154M (+$36.9M)

9% more funds holding

Funds holding: 6672 (+6)

8.74% more ownership

Funds ownership: 76.19%84.94% (+8.7%)

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
39
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.01M +$41.4K +1,637 +4%
SWMG
27
Signature Wealth Management Group
Georgia
$1,000K +$82.5K +3,259 +9%
GSIAS
28
Garden State Investment Advisory Services
New Jersey
$851K +$372K +14,698 +77%
CG
29
Colony Group
Massachusetts
$818K +$603K +23,853 +275%
SSB
30
Sandy Spring Bank
Maryland
$763K +$18.5K +730 +2%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$740K -$74.5K -2,943 -9%
CTC
32
Central Trust Company
Missouri
$725K +$330K +13,037 +83%
RJA
33
Raymond James & Associates
Florida
$717K +$81.7K +3,230 +13%
REMPR
34
Roof Eidam Maycock Peralta (REMP)
California
$717K +$342K +13,500 +90%
ACS
35
Archford Capital Strategies
Illinois
$630K +$276K +10,891 +78%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$599K -$157K -6,187 -21%
PFM
37
Phillips Financial Management
Indiana
$578K
CIA
38
Capital Investment Advisors
Georgia
$576K +$109K +4,302 +23%
C1AG
39
Client 1st Advisory Group
Florida
$551K
VA
40
Valmark Advisers
Ohio
$547K +$120K +4,743 +28%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$545K +$31.7K +1,254 +6%
AIP
42
Ameritas Investment Partners
Nebraska
$525K -$4.43K -175 -0.8%
EWS
43
Evergreen Wealth Solutions
Pennsylvania
$519K +$25.7K +1,015 +5%
SCA
44
Stonebridge Capital Advisors
Minnesota
$481K +$53.1K +2,100 +12%
MLA
45
MB, Levis & Associates
Pennsylvania
$480K -$9.23K -365 -2%
CPIA
46
Cornell Pochily Investment Advisors
New York
$473K +$1.64K +65 +0.3%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$377K +$152K +6,000 +67%
WI
48
WrapManager Inc
California
$331K -$46.5K -1,838 -12%
Osaic Holdings
49
Osaic Holdings
Arizona
$311K
CIM
50
Confluence Investment Management
Missouri
$307K +$5.67K +224 +2%