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iShares iBonds Dec 2028 Term Muni Bond ETF

113 hedge funds and large institutions have $281M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
113
Holders Change
+12
Holders Change %
+11.88%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
53
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
76
Goldman Sachs
New York
$400K -$4.63M -183,123 -92%
ACS
77
Archford Capital Strategies
Illinois
$397K +$38.7K +1,530 +11%
WI
78
WrapManager Inc
California
$395K +$14.1K +557 +4%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$372K +$130K +5,144 +54%
Lido Advisors
80
Lido Advisors
California
$364K -$2.7K -107 -0.7%
PPP
81
Private Portfolio Partners
New Jersey
$359K
CFS
82
Commonwealth Financial Services
West Virginia
$338K
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$326K +$28.4K +1,123 +10%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$318K +$480 +19 +0.2%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$315K -$31.7K -1,253 -9%
Osaic Holdings
86
Osaic Holdings
Arizona
$312K
CIM
87
Confluence Investment Management
Missouri
$308K
PWS
88
Peloton Wealth Strategists
Indiana
$303K
GS
89
GTS Securities
New York
$278K +$278K +11,008 New
JIR
90
James Investment Research
Ohio
$278K +$25.3K +1,000 +10%
MA
91
MONECO Advisors
Connecticut
$276K
Baird Financial Group
92
Baird Financial Group
Wisconsin
$269K
SPIA
93
Steward Partners Investment Advisory
New York
$257K
PA
94
Parallel Advisors
California
$246K +$107K +4,216 +77%
WCM
95
WealthBridge Capital Management
Ohio
$240K -$2.48K -98 -1%
AF
96
Arrow Financial
New York
$239K +$1.59K +63 +0.7%
RFC
97
Regions Financial Corp
Alabama
$219K +$219K +8,661 New
CAN
98
Cetera Advisor Networks
California
$214K +$214K +8,486 New
Mariner
99
Mariner
Kansas
$204K
BFEC
100
Benjamin F. Edwards & Company
Missouri
$163K