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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.

Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.56%
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 Market Value Shares Shares
Change
Shares
Change %
HWA
1
Heartwood Wealth Advisors
Virginia
$10.8M 400,377 +11,520 +3%
CIM
2
Confluence Investment Management
Missouri
$5.35M 197,624 -4,840 -2%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$4M 147,561 +114,085 +341%
Morgan Stanley
4
Morgan Stanley
New York
$3.52M 129,844 +55,543 +75%
US Bancorp
5
US Bancorp
Minnesota
$1.64M 60,620 +60,620 New
Jane Street
6
Jane Street
New York
$1.22M 45,026 -211,519 -82%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.17M 43,104 +43,104 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$821K 30,304 +30,304 New
Citadel Advisors
9
Citadel Advisors
Florida
$542K 20,019 -4,802 -19%
Wells Fargo
10
Wells Fargo
California
$487K 17,986 +7,093 +65%
Stifel Financial
11
Stifel Financial
Missouri
$436K 16,078 -290 -2%
RJA
12
Raymond James & Associates
Florida
$429K 15,843 -4,370 -22%
PWS
13
Peloton Wealth Strategists
Indiana
$379K 14,000
UBS Group
14
UBS Group
Switzerland
$311K 11,497 -5,911 -34%
BPA
15
Beacon Pointe Advisors
California
$277K 10,217 -943 -8%
AFM
16
Andesa Financial Management
Pennsylvania
$275K 10,130 +10,130 New
MPWT
17
MassMutual Private Wealth & Trust
Connecticut
$244K 9,020 +9,020 New
Bank of America
18
Bank of America
North Carolina
$217K 8,004 +1,978 +33%
COF
19
Capital One Financial
Virginia
$209K 7,715
SSB
20
Sandy Spring Bank
Maryland
$136K 5,025 +3,700 +279%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$129K 4,744 -541 -10%
RG
22
Retirement Group
California
$82K 3,045 +3,045 New
CTC
23
Central Trust Company
Missouri
$68K 2,500
AIP
24
Ameritas Investment Partners
Nebraska
$44K 1,635 +435 +36%
TF
25
TimeScale Financial
Massachusetts
$33K 1,210