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iShares iBonds Dec 2028 Term Muni Bond ETF

66 hedge funds and large institutions have $117M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 11

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $106M → $117M (+$11.1M)

10% more funds holding

Funds holding: 6066 (+6)

7.36% less ownership

Funds ownership: 83.55%76.19% (-7.4%)

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
34
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
51
Newman Dignan & Sheerar Inc
Rhode Island
$256K +$49.8K +1,959 +24%
PSIWM
52
Paradigm Strategies in Wealth Management
Minnesota
$254K +$9.91K +390 +4%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$230K +$229K +9,000 New
CG
54
Colony Group
Massachusetts
$222K +$220K +8,675 New
MA
55
MONECO Advisors
Connecticut
$201K +$199K +7,833 New
BONH
56
Bank of New Hampshire
New Hampshire
$169K -$10.2K -400 -6%
HI
57
Harbour Investments
Wisconsin
$74.6K +$152 +6 +0.2%
ADL
58
Asset Dedication LLC
California
$52K
BFEC
59
Benjamin F. Edwards & Company
Missouri
$42K -$282K -11,088 -87%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$42K +$41.8K +1,647 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$28.2K
VCM
62
Vigilant Capital Management
Maine
$17K
SC
63
Stephens Consulting
Michigan
$8.01K
BlackRock
64
BlackRock
New York
$1.49K
AAS
65
Ameritas Advisory Services
Nebraska
$1.48K +$1.47K +58 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$983 +$576K +22,684 +144%
SVWAG
67
Sound View Wealth Advisors Group
Georgia
-$2.08M -81,164 Closed
Stifel Financial
68
Stifel Financial
Missouri
-$1.51M -60,292 Closed
BPA
69
Beacon Pointe Advisors
California
-$232K -9,246 Closed
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
-$93K -3,738 Closed