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iShares iBonds Dec 2028 Term Muni Bond ETF

131 hedge funds and large institutions have $355M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
131
Holders Change
+9
Holders Change %
+7.38%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
57
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GT
51
Glenview Trust
Kentucky
$917K 36,400
SWP
52
Stratos Wealth Partners
Ohio
$862K 34,233 +6,028 +21%
Osaic Holdings
53
Osaic Holdings
Arizona
$842K 33,429 -25,941 -44%
CIM
54
Confluence Investment Management
Missouri
$837K 33,255 -381 -1%
REMPR
55
Roof Eidam Maycock Peralta (REMP)
California
$799K 31,715 +56 +0.2%
BSAM
56
Blue Square Asset Management
New York
$781K 31,023 -1,560 -5%
SCA
57
Snowden Capital Advisors
New York
$781K 31,000
GWMR
58
GC Wealth Management RIA
Massachusetts
$774K 30,734 +966 +3%
BEI
59
Benjamin Edwards Inc
Missouri
$765K 30,380 +4,131 +16%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$759K 30,123 +5,872 +24%
CBT
61
Crews Bank & Trust
Florida
$753K 29,897 +29,897 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$742K 29,455 +14,226 +93%
IA
63
IFP Advisors
Florida
$737K 29,270 +2,155 +8%
CIAS
64
CFS Investment Advisory Services
New Jersey
$729K 28,935 -2,363 -8%
PSIWM
65
Paradigm Strategies in Wealth Management
Minnesota
$699K 27,759 +531 +2%
LIM
66
Leavell Investment Management
Alabama
$657K 26,111 +5,455 +26%
PFM
67
Phillips Financial Management
Indiana
$586K 23,280
KAS
68
Kestra Advisory Services
Texas
$580K 23,031 +7,272 +46%
KA
69
Klingman & Associates
New York
$561K 22,269 -1,993 -8%
PWM
70
Partners Wealth Management
California
$542K 21,509 +21,509 New
RFC
71
Regions Financial Corp
Alabama
$522K 20,716 +8,746 +73%
C1AG
72
Client 1st Advisory Group
Florida
$502K 19,920
BPA
73
Beacon Pointe Advisors
California
$462K 18,359 +1,056 +6%
AIP
74
Ameritas Investment Partners
Nebraska
$461K 18,297 -192 -1%
PPP
75
Private Portfolio Partners
New Jersey
$458K 18,200 +4,000 +28%