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iShares iBonds Dec 2028 Term Muni Bond ETF

83 hedge funds and large institutions have $180M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+11
Holders Change %
+15.28%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
36
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KA
26
Klingman & Associates
New York
$1.4M +$302K +12,356 +27%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.2M -$5.78K -237 -0.5%
SPA
28
Sentinel Pension Advisors
Massachusetts
$1.18M +$1.18M +48,218 New
CTC
29
Central Trust Company
Missouri
$1.11M +$409K +16,750 +58%
SWA
30
Stratos Wealth Advisors
Ohio
$978K +$439 +18 +0%
GSIAS
31
Garden State Investment Advisory Services
New Jersey
$940K +$115K +4,693 +14%
RHP
32
Royal Harbor Partners
Texas
$906K -$87.5K -3,584 -9%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$887K -$90.7K -3,715 -9%
SSB
34
Sandy Spring Bank
Maryland
$819K +$78.8K +3,230 +11%
RJA
35
Raymond James & Associates
Florida
$814K +$118K +4,832 +17%
CG
36
Colony Group
Massachusetts
$808K +$13.6K +557 +2%
REMPR
37
Roof Eidam Maycock Peralta (REMP)
California
$769K +$73.2K +3,000 +11%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$707K -$11.8K -484 -2%
CIA
39
Capital Investment Advisors
Georgia
$626K +$67.5K +2,765 +12%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$582K
C1AG
41
Client 1st Advisory Group
Florida
$535K
SCA
42
Stonebridge Capital Advisors
Minnesota
$510K +$43.3K +1,775 +9%
AIP
43
Ameritas Investment Partners
Nebraska
$510K +$122 +5 +0%
VA
44
Valmark Advisers
Ohio
$498K -$33.1K -1,354 -6%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$488K +$122K +5,000 +33%
MLA
46
MB, Levis & Associates
Pennsylvania
$468K +$2.29K +94 +0.5%
CPIA
47
Cornell Pochily Investment Advisors
New York
$461K +$1.71K +70 +0.4%
EWS
48
Evergreen Wealth Solutions
Pennsylvania
$403K -$100K -4,115 -20%
PFM
49
Phillips Financial Management
Indiana
$380K -$181K -7,418 -32%
PSIWM
50
Paradigm Strategies in Wealth Management
Minnesota
$374K +$109K +4,445 +41%