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iShares iBonds Dec 2028 Term Muni Bond ETF

132 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.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

111% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 27

13% more capital invested

Capital invested by funds: $316M → $355M (+$39.8M)

7% more funds holding

Funds holding: 123132 (+9)

2.52% more ownership

Funds ownership: 87.69%90.21% (+2.5%)

Holders
132
Holders Change
+9
Holders Change %
+7.32%
% 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 Holding Trade Value Shares
Change
Change in
Stake
GT
51
Glenview Trust
Kentucky
$917K
SWP
52
Stratos Wealth Partners
Ohio
$862K +$153K +6,028 +21%
Osaic Holdings
53
Osaic Holdings
Arizona
$842K -$658K -25,941 -44%
CIM
54
Confluence Investment Management
Missouri
$837K -$9.66K -381 -1%
REMPR
55
Roof Eidam Maycock Peralta (REMP)
California
$799K +$1.42K +56 +0.2%
BSAM
56
Blue Square Asset Management
New York
$781K -$39.5K -1,560 -5%
SCA
57
Snowden Capital Advisors
New York
$781K
GWMR
58
GC Wealth Management RIA
Massachusetts
$774K +$24.5K +966 +3%
BEI
59
Benjamin Edwards Inc
Missouri
$765K +$105K +4,131 +16%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$759K +$149K +5,872 +24%
CBT
61
Crews Bank & Trust
Florida
$753K +$758K +29,897 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$742K +$361K +14,226 +93%
IA
63
IFP Advisors
Florida
$737K +$54.6K +2,155 +8%
CIAS
64
CFS Investment Advisory Services
New Jersey
$729K -$59.9K -2,363 -8%
PSIWM
65
Paradigm Strategies in Wealth Management
Minnesota
$699K +$13.5K +531 +2%
LIM
66
Leavell Investment Management
Alabama
$657K +$138K +5,455 +26%
PFM
67
Phillips Financial Management
Indiana
$586K
KAS
68
Kestra Advisory Services
Texas
$580K +$184K +7,272 +46%
KA
69
Klingman & Associates
New York
$561K -$50.5K -1,993 -8%
PWM
70
Partners Wealth Management
California
$542K +$545K +21,509 New
RFC
71
Regions Financial Corp
Alabama
$522K +$222K +8,746 +73%
C1AG
72
Client 1st Advisory Group
Florida
$502K
BPA
73
Beacon Pointe Advisors
California
$462K +$26.8K +1,056 +6%
AIP
74
Ameritas Investment Partners
Nebraska
$461K -$4.87K -192 -1%
PPP
75
Private Portfolio Partners
New Jersey
$458K +$101K +4,000 +28%