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iShares iBonds Dec 2028 Term Muni Bond ETF

17 hedge funds and large institutions have $17M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
17
Holders Change
+9
Holders Change %
+112.5%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
3
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HWA
1
Heartwood Wealth Advisors
Virginia
$9.89M 378,178 +378,178 New
Jane Street
2
Jane Street
New York
$2.03M 77,511 +53,721 +226%
Wells Fargo
3
Wells Fargo
California
$1.26M 48,091 +28,096 +141%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$996K 38,090
FTUS
5
Flow Traders U.S.
New York
$625K 23,889 +23,889 New
Stifel Financial
6
Stifel Financial
Missouri
$416K 15,988 +3,163 +25%
UBS Group
7
UBS Group
Switzerland
$391K 14,962 +14,962 New
PWS
8
Peloton Wealth Strategists
Indiana
$333K 12,000 +12,000 New
BPWA
9
Beacon Pointe Wealth Advisors
California
$266K 10,178 +10,178 New
RJA
10
Raymond James & Associates
Florida
$229K 8,758 +8,758 New
CONA
11
Capital One National Association
New York
$202K 7,715 +7,715 New
BFEC
12
Benjamin F. Edwards & Company
Missouri
$137K 5,229 -242 -4%
Morgan Stanley
13
Morgan Stanley
New York
$125K 4,800 +4,800 New
CTC
14
Central Trust Company
Missouri
$52K 2,000
Bank of America
15
Bank of America
North Carolina
$44K 1,697 +1,697 New
AIP
16
Ameritas Investment Partners
Nebraska
$16K 650 +650 New
ADL
17
Asset Dedication LLC
California
$8K 291 +291 New
CIM
18
Confluence Investment Management
Missouri
-193,119 Closed
BEI
19
Benjamin Edwards Inc
Missouri
-71 Closed
CFGS
20
Concourse Financial Group Securities
Alabama