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iShares iBonds Dec 2028 Term Muni Bond ETF

116 hedge funds and large institutions have $283M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
56
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
REMPR
51
Roof Eidam Maycock Peralta (REMP)
California
$791K +$1.03K +41 +0.1%
SCA
52
Snowden Capital Advisors
New York
$776K
PSIWM
53
Paradigm Strategies in Wealth Management
Minnesota
$773K +$135K +5,407 +21%
IA
54
IFP Advisors
Florida
$716K +$5.1K +204 +0.7%
KA
55
Klingman & Associates
New York
$708K -$785K -31,362 -53%
KAS
56
Kestra Advisory Services
Texas
$687K +$127K +5,056 +23%
IWC
57
Integrated Wealth Concepts
Massachusetts
$664K +$951 +38 +0.1%
GWMR
58
GC Wealth Management RIA
Massachusetts
$587K +$39.6K +1,581 +7%
PFM
59
Phillips Financial Management
Indiana
$582K +$149K +5,971 +34%
EWS
60
Evergreen Wealth Solutions
Pennsylvania
$524K +$75.4K +3,013 +17%
AIP
61
Ameritas Investment Partners
Nebraska
$511K +$150 +6 +0%
C1AG
62
Client 1st Advisory Group
Florida
$498K
VA
63
Valmark Advisers
Ohio
$495K +$50.6K +2,024 +11%
GSIAS
64
Garden State Investment Advisory Services
New Jersey
$486K -$389K -15,567 -44%
TA
65
TPG Advisors
Illinois
$462K +$462K +18,462 New
ST
66
Spinnaker Trust
Maine
$455K +$23.6K +945 +5%
ACS
67
Archford Capital Strategies
Illinois
$441K +$47K +1,879 +12%
BPA
68
Beacon Pointe Advisors
California
$432K -$5.81K -232 -1%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$429K +$26.8K +1,072 +7%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$401K +$32K +1,279 +9%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$395K +$72K +2,877 +22%
Goldman Sachs
72
Goldman Sachs
New York
$392K -$3.8K -152 -1%
WI
73
WrapManager Inc
California
$388K -$3.2K -128 -0.8%
APP
74
Avantax Planning Partners
Iowa
$372K -$301K -12,042 -45%
PPP
75
Private Portfolio Partners
New Jersey
$355K