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iShares iBonds Dec 2028 Term Muni Bond ETF

34 hedge funds and large institutions have $52.3M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
21
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HWA
1
Heartwood Wealth Advisors
Virginia
$11.9M 435,065 +3,690 +0.9%
CIM
2
Confluence Investment Management
Missouri
$6.45M 235,314 +18,613 +9%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$5.23M 190,721 +5,755 +3%
Morgan Stanley
4
Morgan Stanley
New York
$4.7M 171,566 +26,258 +18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.11M 149,988 +30 +0%
US Bancorp
6
US Bancorp
Minnesota
$3.11M 113,306 -1,309 -1%
PWM
7
Praetorian Wealth Management
California
$2.23M 81,346 +35,474 +77%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.1M 76,746 +1,825 +2%
Wells Fargo
9
Wells Fargo
California
$1.84M 66,982 +6,400 +11%
UBS Group
10
UBS Group
Switzerland
$1.42M 51,819 +36,196 +232%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.35M 49,005 +12,102 +33%
Bank of America
12
Bank of America
North Carolina
$1.19M 43,457 +1,146 +3%
Stifel Financial
13
Stifel Financial
Missouri
$1.05M 38,294 +18,635 +95%
CA
14
CGN Advisors
Kansas
$849K 30,983 +1,505 +5%
MPWT
15
MassMutual Private Wealth & Trust
Connecticut
$673K 24,529 -74 -0.3%
AIP
16
Ameritas Investment Partners
Nebraska
$527K 19,258 +5,384 +39%
RJA
17
Raymond James & Associates
Florida
$509K 18,582 +811 +5%
Citadel Advisors
18
Citadel Advisors
Florida
$393K 14,322 -43,469 -75%
SSB
19
Sandy Spring Bank
Maryland
$393K 14,345 +5,350 +59%
LPL Financial
20
LPL Financial
California
$358K 13,048 -11,651 -47%
WI
21
WrapManager Inc
California
$351K 12,791
PWS
22
Peloton Wealth Strategists
Indiana
$329K 12,000
BPA
23
Beacon Pointe Advisors
California
$304K 11,081 +18 +0.2%
ACS
24
Archford Capital Strategies
Illinois
$290K 10,588 +2,562 +32%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$194K 7,088 +5,259 +288%