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
Baird Financial Group
101
Baird Financial Group
Wisconsin
$252K
SFB
102
STAR Financial Bank
Indiana
$250K
SPIA
103
Steward Partners Investment Advisory
New York
$249K -$6.84K -270 -3%
TC
104
Trust Company
Kansas
$246K +$248K +9,778 New
SWM
105
Segment Wealth Management
Texas
$239K +$241K +9,500 New
AF
106
Arrow Financial
New York
$238K
OFS
107
OneAscent Financial Services
Alabama
$237K +$238K +9,397 New
Comerica Bank
108
Comerica Bank
Texas
$232K
TA
109
TPG Advisors
Illinois
$230K -$187K -7,388 -45%
SCA
110
Stonebridge Capital Advisors
Minnesota
$220K -$113K -4,450 -34%
BCM
111
Brookstone Capital Management
Illinois
$211K +$212K +8,363 New
PIM
112
Penobscot Investment Management
Massachusetts
$201K
CSP
113
Cary Street Partners
Virginia
$200K +$202K +7,956 New
PTC
114
Private Trust Company
Ohio
$200K +$193K +7,611 +2,258%
Jones Financial Companies
115
Jones Financial Companies
Missouri
$169K +$70K +2,761 +70%
BONH
116
Bank of New Hampshire
New Hampshire
$120K
GEA
117
Glen Eagle Advisors
New Jersey
$68.6K
AssetMark Inc
118
AssetMark Inc
California
$57.2K +$48.1K +1,896 +506%
ACA
119
American Capital Advisory
Idaho
$55.8K
HI
120
Harbour Investments
Wisconsin
$54.2K +$355 +14 +0.7%
ADL
121
Asset Dedication LLC
California
$50.5K
CAM
122
Creekmur Asset Management
Illinois
$50K
RWM
123
Rialto Wealth Management
New York
$24K +$24.2K +955 New
AF
124
Allworth Financial
California
$20.5K
CF
125
Collier Financial
Colorado
$10.1K +$10.1K +400 New