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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.

New
Increased
Maintained
Reduced
Closed

425% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 4

6% more capital invested

Capital invested by funds: $49.3M → $52.3M (+$2.98M)

0% more funds holding

Funds holding: 3434 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1.22% less ownership

Funds ownership: 80.72%79.5% (-1.2%)

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 Holding Trade Value Shares
Change
Change in
Stake
HWA
1
Heartwood Wealth Advisors
Virginia
$11.9M +$101K +3,690 +0.9%
CIM
2
Confluence Investment Management
Missouri
$6.45M +$510K +18,613 +9%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$5.23M +$158K +5,755 +3%
Morgan Stanley
4
Morgan Stanley
New York
$4.7M +$719K +26,258 +18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.11M +$821 +30 +0%
US Bancorp
6
US Bancorp
Minnesota
$3.11M -$35.8K -1,309 -1%
PWM
7
Praetorian Wealth Management
California
$2.23M +$971K +35,474 +77%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.1M +$50K +1,825 +2%
Wells Fargo
9
Wells Fargo
California
$1.84M +$175K +6,400 +11%
UBS Group
10
UBS Group
Switzerland
$1.42M +$991K +36,196 +232%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.34M +$331K +12,102 +33%
Bank of America
12
Bank of America
North Carolina
$1.19M +$31.4K +1,146 +3%
Stifel Financial
13
Stifel Financial
Missouri
$1.05M +$510K +18,635 +95%
CA
14
CGN Advisors
Kansas
$849K +$41.2K +1,505 +5%
MPWT
15
MassMutual Private Wealth & Trust
Connecticut
$673K -$2.03K -74 -0.3%
AIP
16
Ameritas Investment Partners
Nebraska
$527K +$147K +5,384 +39%
RJA
17
Raymond James & Associates
Florida
$509K +$22.2K +811 +5%
Citadel Advisors
18
Citadel Advisors
Florida
$393K -$1.19M -43,469 -75%
SSB
19
Sandy Spring Bank
Maryland
$393K +$146K +5,350 +59%
LPL Financial
20
LPL Financial
California
$358K -$319K -11,651 -47%
WI
21
WrapManager Inc
California
$351K
PWS
22
Peloton Wealth Strategists
Indiana
$329K
BPA
23
Beacon Pointe Advisors
California
$304K +$493 +18 +0.2%
ACS
24
Archford Capital Strategies
Illinois
$290K +$70.1K +2,562 +32%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$194K +$144K +5,259 +288%