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iShares iBonds Dec 2028 Term Muni Bond ETF

116 hedge funds and large institutions have $283M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
56
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
76
Stonebridge Capital Advisors
Minnesota
$338K -$230K -9,190 -41%
ECM
77
Exchange Capital Management
Michigan
$328K +$328K +13,129 New
Lido Advisors
78
Lido Advisors
California
$325K -$35.3K -1,411 -10%
PA
79
Parallel Advisors
California
$323K +$80K +3,196 +33%
OMC
80
Old Mission Capital
Illinois
$320K +$320K +12,786 New
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$316K +$751 +30 +0.2%
PWS
82
Peloton Wealth Strategists
Indiana
$300K
RFC
83
Regions Financial Corp
Alabama
$297K +$79.9K +3,195 +37%
SA
84
Sanctuary Advisors
Indiana
$283K +$283K +11,301 New
FA
85
FF Advisors
California
$279K -$262K -10,469 -48%
CIM
86
Confluence Investment Management
Missouri
$277K -$28.4K -1,134 -9%
JIR
87
James Investment Research
Ohio
$275K
MA
88
MONECO Advisors
Connecticut
$274K
Baird Financial Group
89
Baird Financial Group
Wisconsin
$267K
CFS
90
Commonwealth Financial Services
West Virginia
$262K -$68.7K -2,743 -21%
SPIA
91
Steward Partners Investment Advisory
New York
$254K
SFB
92
STAR Financial Bank
Indiana
$249K +$249K +9,937 New
AF
93
Arrow Financial
New York
$236K
PCH
94
PGIM Custom Harvest
New Jersey
$224K +$224K +8,959 New
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$223K -$88.3K -3,532 -28%
AM
96
Atwater Malick
Pennsylvania
$210K +$210K +8,409 New
LIM
97
Leavell Investment Management
Alabama
$208K +$208K +8,330 New
Mariner
98
Mariner
Kansas
$202K
PIM
99
Penobscot Investment Management
Massachusetts
$200K +$200K +8,000 New
S
100
SignatureFD
Georgia
$200K +$200K +7,977 New