We are live on ! Find out more
IBMQ icon

iShares iBonds Dec 2028 Term Muni Bond ETF

21 hedge funds and large institutions have $29M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 1

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

70% more capital invested

Capital invested by funds: $17M → $29M (+$11.9M)

28.43% more ownership

Funds ownership: 56.52%84.96% (+28%)

24% more funds holding

Funds holding: 1721 (+4)

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1
Heartwood Wealth Advisors
Virginia
$10.2M +$281K +10,679 +3%
Jane Street
2
Jane Street
New York
$6.73M +$4.71M +179,034 +231%
CIM
3
Confluence Investment Management
Missouri
$5.31M +$5.33M +202,464 New
Morgan Stanley
4
Morgan Stanley
New York
$1.95M +$1.83M +69,501 +1,448%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$860K +$881K +33,476 New
Citadel Advisors
6
Citadel Advisors
Florida
$651K +$653K +24,821 New
RJA
7
Raymond James & Associates
Florida
$530K +$302K +11,455 +131%
UBS Group
8
UBS Group
Switzerland
$456K +$64.4K +2,446 +16%
Stifel Financial
9
Stifel Financial
Missouri
$428K +$10K +380 +2%
PWS
10
Peloton Wealth Strategists
Indiana
$367K +$52.7K +2,000 +17%
BPA
11
Beacon Pointe Advisors
California
$292K +$294K +11,160 New
Wells Fargo
12
Wells Fargo
California
$286K -$979K -37,198 -77%
ADL
13
Asset Dedication LLC
California
$223K +$217K +8,239 +2,831%
COF
14
Capital One Financial
Virginia
$202K +$203K +7,715 New
Bank of America
15
Bank of America
North Carolina
$159K +$114K +4,329 +255%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$139K +$1.47K +56 +1%
CTC
17
Central Trust Company
Missouri
$66K +$13.2K +500 +25%
SSB
18
Sandy Spring Bank
Maryland
$35K +$34.9K +1,325 New
AIP
19
Ameritas Investment Partners
Nebraska
$31K +$14.5K +550 +85%
TF
20
TimeScale Financial
Massachusetts
$31K +$31.9K +1,210 New
BEI
21
Benjamin Edwards Inc
Missouri
$4K +$4.11K +156 New
FTUS
22
Flow Traders U.S.
New York
-$625K -23,889 Closed