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iShares iBonds Dec 2028 Term Muni Bond ETF

27 hedge funds and large institutions have $32.9M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

29% more funds holding

Funds holding: 2127 (+6)

14% more capital invested

Capital invested by funds: $29M → $32.9M (+$3.94M)

4.01% less ownership

Funds ownership: 84.96%80.95% (-4%)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1
Heartwood Wealth Advisors
Virginia
$10.8M +$307K +11,520 +3%
CIM
2
Confluence Investment Management
Missouri
$5.35M -$129K -4,840 -2%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$4M +$3.04M +114,085 +341%
Morgan Stanley
4
Morgan Stanley
New York
$3.52M +$1.48M +55,543 +75%
US Bancorp
5
US Bancorp
Minnesota
$1.64M +$1.61M +60,620 New
Jane Street
6
Jane Street
New York
$1.22M -$5.63M -211,519 -82%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.17M +$1.15M +43,104 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$821K +$807K +30,304 New
Citadel Advisors
9
Citadel Advisors
Florida
$542K -$128K -4,802 -19%
Wells Fargo
10
Wells Fargo
California
$487K +$189K +7,093 +65%
Stifel Financial
11
Stifel Financial
Missouri
$436K -$7.72K -290 -2%
RJA
12
Raymond James & Associates
Florida
$429K -$116K -4,370 -22%
PWS
13
Peloton Wealth Strategists
Indiana
$379K
UBS Group
14
UBS Group
Switzerland
$311K -$157K -5,911 -34%
BPA
15
Beacon Pointe Advisors
California
$277K -$25.1K -943 -8%
AFM
16
Andesa Financial Management
Pennsylvania
$275K +$270K +10,130 New
MPWT
17
MassMutual Private Wealth & Trust
Connecticut
$244K +$240K +9,020 New
Bank of America
18
Bank of America
North Carolina
$217K +$52.7K +1,978 +33%
COF
19
Capital One Financial
Virginia
$209K
SSB
20
Sandy Spring Bank
Maryland
$136K +$98.5K +3,700 +279%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$129K -$14.4K -541 -10%
RG
22
Retirement Group
California
$82K +$81.1K +3,045 New
CTC
23
Central Trust Company
Missouri
$68K
AIP
24
Ameritas Investment Partners
Nebraska
$44K +$11.6K +435 +36%
TF
25
TimeScale Financial
Massachusetts
$33K