IBMQ icon

iShares iBonds Dec 2028 Term Muni Bond ETF

122 hedge funds and large institutions have $316M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 4 closing their positions.

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
53
Reduced
32
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
REMPR
51
Roof Eidam Maycock Peralta (REMP)
California
$811K +$1.08K +42 +0.1%
CIAS
52
CFS Investment Advisory Services
New Jersey
$802K -$54.2K -2,115 -6%
SCA
53
Snowden Capital Advisors
New York
$795K
GWMR
54
GC Wealth Management RIA
Massachusetts
$763K +$161K +6,300 +27%
SWP
55
Stratos Wealth Partners
Ohio
$723K -$153K -5,976 -17%
PSIWM
56
Paradigm Strategies in Wealth Management
Minnesota
$698K -$93.6K -3,651 -12%
IA
57
IFP Advisors
Florida
$695K -$38.9K -1,519 -5%
Lido Advisors
58
Lido Advisors
California
$685K +$352K +13,742 +106%
BEI
59
Benjamin Edwards Inc
Missouri
$673K +$673K +26,249 New
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$622K -$443K -17,277 -42%
KA
61
Klingman & Associates
New York
$622K -$104K -4,047 -14%
PFM
62
Phillips Financial Management
Indiana
$597K
LIM
63
Leavell Investment Management
Alabama
$529K +$316K +12,326 +148%
C1AG
64
Client 1st Advisory Group
Florida
$511K
GSIAS
65
Garden State Investment Advisory Services
New Jersey
$498K
ST
66
Spinnaker Trust
Maine
$491K +$24.3K +950 +5%
AIP
67
Ameritas Investment Partners
Nebraska
$474K -$49.8K -1,944 -10%
EWS
68
Evergreen Wealth Solutions
Pennsylvania
$470K -$67K -2,615 -12%
VA
69
Valmark Advisers
Ohio
$449K -$58.6K -2,287 -12%
BPA
70
Beacon Pointe Advisors
California
$443K +$1.08K +42 +0.2%
Jane Street
71
Jane Street
New York
$432K -$1.12M -43,785 -72%
ECM
72
Exchange Capital Management
Michigan
$429K +$92.5K +3,610 +27%
TA
73
TPG Advisors
Illinois
$424K -$49.5K -1,931 -10%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$411K +$666 +26 +0.2%
KAS
75
Kestra Advisory Services
Texas
$404K -$300K -11,688 -43%