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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.

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 %
ACS
51
Archford Capital Strategies
Illinois
$355K -$254K -10,386 -42%
PPP
52
Private Portfolio Partners
New Jersey
$347K +$347K +14,200 New
SWP
53
Stratos Wealth Partners
Ohio
$333K +$333K +13,651 New
Lido Advisors
54
Lido Advisors
California
$320K +$320K +13,128 New
FTUS
55
Flow Traders U.S.
New York
$320K +$320K +13,117 New
WI
56
WrapManager Inc
California
$316K -$4.57K -187 -1%
Osaic Holdings
57
Osaic Holdings
Arizona
$301K
CIM
58
Confluence Investment Management
Missouri
$298K
PWS
59
Peloton Wealth Strategists
Indiana
$293K
Baird Financial Group
60
Baird Financial Group
Wisconsin
$260K +$16.2K +664 +7%
WCM
61
WealthBridge Capital Management
Ohio
$253K -$10.4K -425 -4%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$248K +$248K +10,169 New
SVWAG
63
Sound View Wealth Advisors Group
Georgia
$245K +$17.2K +706 +8%
NDSI
64
Newman Dignan & Sheerar Inc
Rhode Island
$244K
CAN
65
Cetera Advisor Networks
California
$236K -$28.6K -1,170 -11%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$230K +$230K +9,438 New
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$224K -$304K -12,467 -58%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$220K +$220K +9,000 New
BONH
69
Bank of New Hampshire
New Hampshire
$162K
BFEC
70
Benjamin F. Edwards & Company
Missouri
$157K +$68.6K +2,815 +78%
PA
71
Parallel Advisors
California
$134K
Comerica Bank
72
Comerica Bank
Texas
$122K +$122K +5,017 New
BBHC
73
Brown Brothers Harriman & Co
New York
$105K +$105K +4,294 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$73K +$24.5K +1,008 +51%
HI
75
Harbour Investments
Wisconsin
$71.6K +$220 +9 +0.3%