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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 Holding Trade Value Shares
Change
Shares
Change %
FA
76
FF Advisors
California
$281K +$281K +10,984 New
MA
77
MONECO Advisors
Connecticut
$280K +$280K +10,933 New
Baird Financial Group
78
Baird Financial Group
Wisconsin
$273K
OMC
79
Old Mission Capital
Illinois
$261K +$261K +10,184 New
SPIA
80
Steward Partners Investment Advisory
New York
$260K +$221K +8,638 +566%
JIR
81
James Investment Research
Ohio
$256K +$256K +10,000 New
WCM
82
WealthBridge Capital Management
Ohio
$246K -$19.5K -762 -7%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$245K +$3.93K +154 +2%
AF
84
Arrow Financial
New York
$240K +$240K +9,385 New
IWC
85
Integrated Wealth Concepts
Massachusetts
$237K +$237K +9,248 New
Mariner
86
Mariner
Kansas
$207K +$207K +8,089 New
BPA
87
Beacon Pointe Advisors
California
$202K +$202K +7,887 New
BONH
88
Bank of New Hampshire
New Hampshire
$169K
BFEC
89
Benjamin F. Edwards & Company
Missouri
$165K
PA
90
Parallel Advisors
California
$141K
Comerica Bank
91
Comerica Bank
Texas
$128K
HI
92
Harbour Investments
Wisconsin
$54.9K -$20.2K -788 -27%
ADL
93
Asset Dedication LLC
California
$52K
GEA
94
Glen Eagle Advisors
New Jersey
$37.7K +$37.7K +1,475 New
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$28.1K
AF
96
Allworth Financial
California
$20.8K +$20.8K +813 New
AP
97
Aspect Partners
Virginia
$19.4K +$19.4K +760 New
SC
98
Stephens Consulting
Michigan
$8.01K
AA
99
Addison Advisors
Vermont
$5.76K +$640 +25 +13%
BlackRock
100
BlackRock
New York
$3.69K +$2.15K +84 +140%