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iShares iBonds Dec 2028 Term Muni Bond ETF

122 hedge funds and large institutions have $316M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 4 closing their positions.

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
53
Reduced
32
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$390K -$49.3K -1,925 -11%
PA
77
Parallel Advisors
California
$386K +$54.7K +2,133 +17%
WI
78
WrapManager Inc
California
$386K -$11.9K -463 -3%
Mariner
79
Mariner
Kansas
$373K +$165K +6,447 +80%
SA
80
Sanctuary Advisors
Indiana
$372K +$86K +3,393 +30%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$372K -$32.6K -1,270 -8%
FA
82
FF Advisors
California
$366K +$83K +3,261 +29%
PPP
83
Private Portfolio Partners
New Jersey
$364K
FNT
84
First National Trust
Pennsylvania
$355K +$355K +13,840 New
SCA
85
Stonebridge Capital Advisors
Minnesota
$338K -$7.69K -300 -2%
GHA
86
Granite Harbor Advisors
Texas
$338K +$338K +13,195 New
PWS
87
Peloton Wealth Strategists
Indiana
$333K +$25.6K +1,000 +8%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$325K +$769 +30 +0.2%
ACS
89
Archford Capital Strategies
Illinois
$317K -$131K -5,133 -29%
Cerity Partners
90
Cerity Partners
New York
$312K +$312K +12,161 New
RFC
91
Regions Financial Corp
Alabama
$307K +$2.92K +114 +1%
CFS
92
Commonwealth Financial Services
West Virginia
$296K +$28.5K +1,113 +11%
Goldman Sachs
93
Goldman Sachs
New York
$286K -$116K -4,524 -29%
JIR
94
James Investment Research
Ohio
$282K
MA
95
MONECO Advisors
Connecticut
$280K
WCM
96
WealthBridge Capital Management
Ohio
$272K +$272K +10,612 New
SPIA
97
Steward Partners Investment Advisory
New York
$260K
Baird Financial Group
98
Baird Financial Group
Wisconsin
$256K -$17K -664 -6%
SFB
99
STAR Financial Bank
Indiana
$255K
AF
100
Arrow Financial
New York
$242K