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iShares iBonds Dec 2028 Term Muni Bond ETF

101 hedge funds and large institutions have $263M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 9 closing their positions.

Holders
101
Holders Change
+18
Holders Change %
+21.69%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
42
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCA
51
Stonebridge Capital Advisors
Minnesota
$716K 27,990 +7,100 +34%
IA
52
IFP Advisors
Florida
$678K 26,498 +26,498 New
PSIWM
53
Paradigm Strategies in Wealth Management
Minnesota
$670K 26,195 +10,863 +71%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$620K 24,232 +4,232 +21%
PFM
55
Phillips Financial Management
Indiana
$614K 23,977 +8,419 +54%
Stifel Financial
56
Stifel Financial
Missouri
$533K 20,845 +20,845 New
AIP
57
Ameritas Investment Partners
Nebraska
$523K 20,423 -453 -2%
VA
58
Valmark Advisers
Ohio
$513K 20,056 -333 -2%
C1AG
59
Client 1st Advisory Group
Florida
$510K 19,920 -1,992 -9%
CPIA
60
Cornell Pochily Investment Advisors
New York
$483K 18,867
GT
61
Glenview Trust
Kentucky
$475K 18,561 +18,561 New
EWS
62
Evergreen Wealth Solutions
Pennsylvania
$448K 17,499 +1,002 +6%
SWP
63
Stratos Wealth Partners
Ohio
$413K 16,142 +2,491 +18%
WI
64
WrapManager Inc
California
$386K 15,075 +2,112 +16%
Lido Advisors
65
Lido Advisors
California
$371K 14,501 +1,373 +10%
KAS
66
Kestra Advisory Services
Texas
$365K 14,252 +14,252 New
PPP
67
Private Portfolio Partners
New Jersey
$363K 14,200
ACS
68
Archford Capital Strategies
Illinois
$363K 14,198 -359 -2%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$351K 13,701 -15,253 -53%
CFS
70
Commonwealth Financial Services
West Virginia
$338K 13,206 +13,206 New
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$322K 12,582 +2,413 +24%
Osaic Holdings
72
Osaic Holdings
Arizona
$316K 12,350
CIM
73
Confluence Investment Management
Missouri
$312K 12,189
PWS
74
Peloton Wealth Strategists
Indiana
$307K 12,000
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$301K 11,770 -12,057 -51%