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iShares iBonds Dec 2028 Term Muni Bond ETF

131 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.

Holders
131
Holders Change
+9
Holders Change %
+7.38%
% 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 Market Value Shares Shares
Change
Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$418K 16,599 +16,599 New
ECM
77
Exchange Capital Management
Michigan
$418K 16,584 -155 -0.9%
FA
78
FF Advisors
California
$413K 16,334 +1,937 +13%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$404K 16,041
PA
80
Parallel Advisors
California
$385K 15,300 +255 +2%
1L
81
10Elms LLP
Oklahoma
$382K 15,160 +15,160 New
WI
82
WrapManager Inc
California
$378K 15,009 -32 -0.2%
JIR
83
James Investment Research
Ohio
$373K 14,800 +3,800 +35%
Mariner
84
Mariner
Kansas
$366K 14,536
FNT
85
First National Trust
Pennsylvania
$348K 13,840
KC
86
Kades & Cheifetz
Pennsylvania
$346K 13,743 +13,743 New
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$338K 13,414 -1,086 -7%
PP
88
Postrock Partners
Oregon
$335K 13,291 +13,291 New
PWS
89
Peloton Wealth Strategists
Indiana
$327K 13,000
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$320K 12,701 +40 +0.3%
ACS
91
Archford Capital Strategies
Illinois
$314K 12,474
SA
92
Sanctuary Advisors
Indiana
$298K 11,784 -2,910 -20%
Goldman Sachs
93
Goldman Sachs
New York
$298K 11,836 +691 +6%
WCM
94
WealthBridge Capital Management
Ohio
$297K 11,802 +1,190 +11%
CFS
95
Commonwealth Financial Services
West Virginia
$291K 11,576
DSA
96
Droms Strauss Advisors
Missouri
$281K 11,152 +11,152 New
MA
97
MONECO Advisors
Connecticut
$275K 10,933
GSIAS
98
Garden State Investment Advisory Services
New Jersey
$269K 10,683 -8,744 -45%
EWS
99
Evergreen Wealth Solutions
Pennsylvania
$262K 10,411 -7,917 -43%
PCH
100
PGIM Custom Harvest
New Jersey
$253K 10,040 +1,895 +23%