We are live on ! Find out more
IBMQ icon

iShares iBonds Dec 2028 Term Muni Bond ETF

132 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.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

111% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 27

13% more capital invested

Capital invested by funds: $316M → $355M (+$39.8M)

7% more funds holding

Funds holding: 123132 (+9)

2.52% more ownership

Funds ownership: 87.69%90.21% (+2.5%)

Holders
132
Holders Change
+9
Holders Change %
+7.32%
% 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 Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$418K +$421K +16,599 New
ECM
77
Exchange Capital Management
Michigan
$418K -$3.93K -155 -0.9%
FA
78
FF Advisors
California
$413K +$49.1K +1,937 +13%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$404K
PA
80
Parallel Advisors
California
$385K +$6.46K +255 +2%
1L
81
10Elms LLP
Oklahoma
$382K +$384K +15,160 New
WI
82
WrapManager Inc
California
$378K -$811 -32 -0.2%
JIR
83
James Investment Research
Ohio
$373K +$96.3K +3,800 +35%
Mariner
84
Mariner
Kansas
$366K
FNT
85
First National Trust
Pennsylvania
$348K
KC
86
Kades & Cheifetz
Pennsylvania
$346K +$348K +13,743 New
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$338K -$27.5K -1,086 -7%
PP
88
Postrock Partners
Oregon
$335K +$337K +13,291 New
PWS
89
Peloton Wealth Strategists
Indiana
$327K
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$320K +$1.01K +40 +0.3%
ACS
91
Archford Capital Strategies
Illinois
$314K
SA
92
Sanctuary Advisors
Indiana
$298K -$73.8K -2,910 -20%
Goldman Sachs
93
Goldman Sachs
New York
$298K +$17.5K +691 +6%
WCM
94
WealthBridge Capital Management
Ohio
$297K +$30.2K +1,190 +11%
CFS
95
Commonwealth Financial Services
West Virginia
$291K
DSA
96
Droms Strauss Advisors
Missouri
$281K +$283K +11,152 New
MA
97
MONECO Advisors
Connecticut
$275K
GSIAS
98
Garden State Investment Advisory Services
New Jersey
$269K -$222K -8,744 -45%
EWS
99
Evergreen Wealth Solutions
Pennsylvania
$262K -$201K -7,917 -43%
PCH
100
PGIM Custom Harvest
New Jersey
$253K +$48K +1,895 +23%