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iShares iBonds Dec 2028 Term Muni Bond ETF

26 hedge funds and large institutions have $35.3M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

7% more capital invested

Capital invested by funds: $32.9M → $35.3M (+$2.36M)

4% less funds holding

Funds holding: 2726 (-1)

9.19% less ownership

Funds ownership: 80.95%71.75% (-9.2%)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
15
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1
Heartwood Wealth Advisors
Virginia
$10.9M -$38.1K -1,392 -0.3%
CIM
2
Confluence Investment Management
Missouri
$5.53M +$133K +4,846 +2%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$4.02M -$5.69K -208 -0.1%
Morgan Stanley
4
Morgan Stanley
New York
$3.67M +$121K +4,419 +3%
US Bancorp
5
US Bancorp
Minnesota
$2.24M +$585K +21,376 +35%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.52M +$349K +12,737 +30%
Wells Fargo
7
Wells Fargo
California
$1.33M +$845K +30,875 +172%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$925K +$98.2K +3,589 +12%
Jane Street
9
Jane Street
New York
$796K -$434K -15,869 -35%
Bank of America
10
Bank of America
North Carolina
$779K +$562K +20,539 +257%
Stifel Financial
11
Stifel Financial
Missouri
$739K +$301K +10,999 +68%
RJA
12
Raymond James & Associates
Florida
$432K -$219 -8 -0.1%
PWS
13
Peloton Wealth Strategists
Indiana
$382K
UBS Group
14
UBS Group
Switzerland
$335K +$21.4K +780 +7%
BPA
15
Beacon Pointe Advisors
California
$301K +$22.1K +807 +8%
SSB
16
Sandy Spring Bank
Maryland
$284K +$147K +5,380 +107%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$240K +$111K +4,061 +86%
MPWT
18
MassMutual Private Wealth & Trust
Connecticut
$219K -$27.2K -995 -11%
COF
19
Capital One Financial
Virginia
$211K
AIP
20
Ameritas Investment Partners
Nebraska
$121K +$76.6K +2,800 +171%
RG
21
Retirement Group
California
$83K +$246 +9 +0.3%
CTC
22
Central Trust Company
Missouri
$68K
ADL
23
Asset Dedication LLC
California
$54K +$54.9K +2,004 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$50K +$50.1K +1,829 New
RIM
25
Rockbridge Investment Management
New York
$26K