IBMQ icon

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 %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$252K 10,000
SFB
102
STAR Financial Bank
Indiana
$250K 9,937
SPIA
103
Steward Partners Investment Advisory
New York
$249K 9,893 -270 -3%
TC
104
Trust Company
Kansas
$246K 9,778 +9,778 New
SWM
105
Segment Wealth Management
Texas
$239K 9,500 +9,500 New
AF
106
Arrow Financial
New York
$238K 9,448
OFS
107
OneAscent Financial Services
Alabama
$237K 9,397 +9,397 New
Comerica Bank
108
Comerica Bank
Texas
$232K 9,198
TA
109
TPG Advisors
Illinois
$230K 9,143 -7,388 -45%
SCA
110
Stonebridge Capital Advisors
Minnesota
$220K 8,750 -4,450 -34%
BCM
111
Brookstone Capital Management
Illinois
$211K 8,363 +8,363 New
PIM
112
Penobscot Investment Management
Massachusetts
$201K 8,000
CSP
113
Cary Street Partners
Virginia
$200K 7,956 +7,956 New
PTC
114
Private Trust Company
Ohio
$200K 7,948 +7,611 +2,258%
Jones Financial Companies
115
Jones Financial Companies
Missouri
$169K 6,719 +2,761 +70%
BONH
116
Bank of New Hampshire
New Hampshire
$120K 4,770
GEA
117
Glen Eagle Advisors
New Jersey
$68.6K 2,725
AssetMark Inc
118
AssetMark Inc
California
$57.2K 2,271 +1,896 +506%
ACA
119
American Capital Advisory
Idaho
$55.8K 2,217
HI
120
Harbour Investments
Wisconsin
$54.2K 2,152 +14 +0.7%
ADL
121
Asset Dedication LLC
California
$50.5K 2,004
CAM
122
Creekmur Asset Management
Illinois
$50K 1,987
RWM
123
Rialto Wealth Management
New York
$24K 955 +955 New
AF
124
Allworth Financial
California
$20.5K 813
CF
125
Collier Financial
Colorado
$10.1K 400 +400 New