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iShares iBonds Dec 2028 Term Muni Bond ETF

33 hedge funds and large institutions have $43.5M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
33
Holders Change
+7
Holders Change %
+26.92%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HWA
1
Heartwood Wealth Advisors
Virginia
$11M 397,835 -1,150 -0.3%
CIM
2
Confluence Investment Management
Missouri
$5.58M 202,002 -468 -0.2%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$4.31M 156,223 +8,870 +6%
Morgan Stanley
4
Morgan Stanley
New York
$4.19M 151,803 +17,540 +13%
US Bancorp
5
US Bancorp
Minnesota
$2.6M 94,211 +12,215 +15%
Jane Street
6
Jane Street
New York
$2.47M 89,635 +60,478 +207%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.47M 89,556 +55,663 +164%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.07M 74,921 +19,080 +34%
Wells Fargo
9
Wells Fargo
California
$1.52M 54,891 +6,030 +12%
Bank of America
10
Bank of America
North Carolina
$1.06M 38,275 +9,732 +34%
Stifel Financial
11
Stifel Financial
Missouri
$895K 32,407 +5,330 +20%
CA
12
CGN Advisors
Kansas
$647K 23,444 +23,444 New
PWM
13
Praetorian Wealth Management
California
$639K 23,183 +23,183 New
Citadel Advisors
14
Citadel Advisors
Florida
$472K 17,105 +17,105 New
RJA
15
Raymond James & Associates
Florida
$468K 16,969 +1,134 +7%
PWS
16
Peloton Wealth Strategists
Indiana
$386K 14,000
WI
17
WrapManager Inc
California
$360K 13,057 +13,057 New
HighTower Advisors
18
HighTower Advisors
Illinois
$351K 12,716 +12,716 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$319K 11,547 +11,547 New
BPA
20
Beacon Pointe Advisors
California
$305K 11,051 +27 +0.2%
AIP
21
Ameritas Investment Partners
Nebraska
$287K 10,397 +5,962 +134%
SSB
22
Sandy Spring Bank
Maryland
$268K 9,715 -690 -7%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$246K 8,921 +116 +1%
MPWT
24
MassMutual Private Wealth & Trust
Connecticut
$231K 8,353 +328 +4%
RG
25
Retirement Group
California
$84K 3,066 +12 +0.4%