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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
SC
126
Stephens Consulting
Michigan
$7.88K
BlackRock
127
BlackRock
New York
$3.75K +$51 +2 +1%
MPWT
128
MassMutual Private Wealth & Trust
Connecticut
$3.4K
AA
129
Addison Advisors
Vermont
$2.39K +$2.41K +95 New
KIM
130
Kestra Investment Management
Texas
$1.88K +$1.9K +75 New
CT
131
Caldwell Trust
Florida
$1.01K
PS
132
Principal Securities
Iowa
$504 +$507 +20 New
JP Morgan Chase
133
JP Morgan Chase
New York
-$1.76M -68,495 Closed
WWM
134
WJ Wealth Management
Arizona
-$950K -37,061 Closed
Jane Street
135
Jane Street
New York
-$432K -16,839 Closed
Cerity Partners
136
Cerity Partners
New York
-$312K -12,161 Closed
APP
137
Avantax Planning Partners
Iowa
-$237K -9,253 Closed
AM
138
Atwater Malick
Pennsylvania
-$216K -8,409 Closed
S
139
SignatureFD
Georgia
-$204K -7,977 Closed
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
-$204K -7,956 Closed
Fidelity Investments
141
Fidelity Investments
Massachusetts
-$26 -1 Closed