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iShares iBonds Dec 2028 Term Muni Bond ETF

34 hedge funds and large institutions have $58.1M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
20
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
$12.2M 447,431 +12,366 +3%
Morgan Stanley
2
Morgan Stanley
New York
$6.63M 243,667 +72,101 +42%
CIM
3
Confluence Investment Management
Missouri
$6.55M 240,582 +5,268 +2%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$4.86M 178,626 -12,095 -6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.13M 151,823 +1,835 +1%
US Bancorp
6
US Bancorp
Minnesota
$3.14M 115,333 +2,027 +2%
HighTower Advisors
7
HighTower Advisors
Illinois
$2.74M 100,698 +51,693 +105%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.35M 86,258 +9,512 +12%
PWM
9
Praetorian Wealth Management
California
$2.33M 85,645 +4,299 +5%
Wells Fargo
10
Wells Fargo
California
$1.93M 70,982 +4,000 +6%
Bank of America
11
Bank of America
North Carolina
$1.32M 48,609 +5,152 +12%
UBS Group
12
UBS Group
Switzerland
$1.29M 47,476 -4,343 -8%
Stifel Financial
13
Stifel Financial
Missouri
$1.16M 42,737 +4,443 +12%
Citadel Advisors
14
Citadel Advisors
Florida
$1.07M 39,142 +24,820 +173%
CA
15
CGN Advisors
Kansas
$895K 32,888 +1,905 +6%
Jane Street
16
Jane Street
New York
$793K 29,124 +29,124 New
MPWT
17
MassMutual Private Wealth & Trust
Connecticut
$706K 25,933 +1,404 +6%
AIP
18
Ameritas Investment Partners
Nebraska
$623K 22,916 +3,658 +19%
RJA
19
Raymond James & Associates
Florida
$539K 19,811 +1,229 +7%
SSB
20
Sandy Spring Bank
Maryland
$462K 16,980 +2,635 +18%
LPL Financial
21
LPL Financial
California
$443K 16,276 +3,228 +25%
WI
22
WrapManager Inc
California
$343K 12,617 -174 -1%
PWS
23
Peloton Wealth Strategists
Indiana
$327K 12,000
BPA
24
Beacon Pointe Advisors
California
$301K 11,040 -41 -0.4%
ACS
25
Archford Capital Strategies
Illinois
$288K 10,588