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iShares iBonds Dec 2028 Term Muni Bond ETF

132 hedge funds and large institutions have $355M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

111% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 27

13% more capital invested

Capital invested by funds: $316M → $355M (+$39.8M)

7% more funds holding

Funds holding: 123132 (+9)

2.52% more ownership

Funds ownership: 87.69%90.21% (+2.5%)

Holders
132
Holders Change
+9
Holders Change %
+7.32%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
57
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.69M +$172K +6,791 +7%
Stifel Financial
27
Stifel Financial
Missouri
$2.46M +$79.3K +3,126 +3%
EFP
28
Envision Financial Planning
Tennessee
$2.37M -$1.03M -40,710 -30%
UCFA
29
United Capital Financial Advisors
Texas
$2.27M +$156K +6,167 +7%
CWP
30
Cyndeo Wealth Partners
Florida
$2.23M +$2.24M +88,370 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.11M +$851K +33,574 +67%
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$2.04M -$1.57K -62 -0.1%
WIC
33
Woodmont Investment Counsel
Tennessee
$1.96M +$109K +4,293 +6%
QFA
34
Quantum Financial Advisors
California
$1.96M +$109K +4,281 +6%
CCM
35
Coldstream Capital Management
Washington
$1.86M +$763K +30,079 +69%
IWC
36
Integrated Wealth Concepts
Massachusetts
$1.6M +$657K +25,915 +69%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$1.48M +$97.3K +3,836 +7%
LPT
38
Legacy Private Trust
Wisconsin
$1.46M +$237K +9,360 +19%
CA
39
Crumly & Associates
Illinois
$1.38M -$60.6K -2,390 -4%
VA
40
Valmark Advisers
Ohio
$1.36M +$925K +36,492 +208%
SSB
41
Sandy Spring Bank
Maryland
$1.35M +$196K +7,726 +17%
SPA
42
Sentinel Pension Advisors
Massachusetts
$1.28M +$35.2K +1,388 +3%
Lido Advisors
43
Lido Advisors
California
$1.25M +$580K +22,884 +86%
CIA
44
Capital Investment Advisors
Georgia
$1.24M +$260K +10,268 +26%
NA
45
Nestegg Advisors
New York
$1.19M +$1.2M +47,218 New
SWMG
46
Signature Wealth Management Group
Georgia
$1.19M +$40.6K +1,602 +4%
ST
47
Spinnaker Trust
Maine
$1.09M +$611K +24,095 +126%
GHA
48
Granite Harbor Advisors
Texas
$1.08M +$748K +29,515 +224%
EPW
49
Evergreen Private Wealth
Colorado
$1.03M +$105K +4,157 +11%
NDSI
50
Newman Dignan & Sheerar Inc
Rhode Island
$991K