We are live on ! Find out more
IBMQ icon

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.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 4

11% more capital invested

Capital invested by funds: $52.3M → $58.1M (+$5.75M)

0.98% more ownership

Funds ownership: 79.5%80.48% (+0.98%)

0% more funds holding

Funds holding: 3434 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

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 Holding Trade Value Shares
Change
Change in
Stake
HWA
1
Heartwood Wealth Advisors
Virginia
$12.2M +$340K +12,366 +3%
Morgan Stanley
2
Morgan Stanley
New York
$6.63M +$1.98M +72,101 +42%
CIM
3
Confluence Investment Management
Missouri
$6.55M +$145K +5,268 +2%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$4.86M -$333K -12,095 -6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.13M +$50.5K +1,835 +1%
US Bancorp
6
US Bancorp
Minnesota
$3.14M +$55.7K +2,027 +2%
HighTower Advisors
7
HighTower Advisors
Illinois
$2.74M +$1.42M +51,693 +105%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.35M +$262K +9,512 +12%
PWM
9
Praetorian Wealth Management
California
$2.33M +$118K +4,299 +5%
Wells Fargo
10
Wells Fargo
California
$1.93M +$110K +4,000 +6%
Bank of America
11
Bank of America
North Carolina
$1.32M +$142K +5,152 +12%
UBS Group
12
UBS Group
Switzerland
$1.29M -$119K -4,343 -8%
Stifel Financial
13
Stifel Financial
Missouri
$1.16M +$122K +4,443 +12%
Citadel Advisors
14
Citadel Advisors
Florida
$1.07M +$682K +24,820 +173%
CA
15
CGN Advisors
Kansas
$895K +$52.4K +1,905 +6%
Jane Street
16
Jane Street
New York
$793K +$801K +29,124 New
MPWT
17
MassMutual Private Wealth & Trust
Connecticut
$706K +$38.6K +1,404 +6%
AIP
18
Ameritas Investment Partners
Nebraska
$623K +$101K +3,658 +19%
RJA
19
Raymond James & Associates
Florida
$539K +$33.8K +1,229 +7%
SSB
20
Sandy Spring Bank
Maryland
$462K +$72.4K +2,635 +18%
LPL Financial
21
LPL Financial
California
$443K +$88.8K +3,228 +25%
WI
22
WrapManager Inc
California
$343K -$4.78K -174 -1%
PWS
23
Peloton Wealth Strategists
Indiana
$327K
BPA
24
Beacon Pointe Advisors
California
$301K -$1.13K -41 -0.4%
ACS
25
Archford Capital Strategies
Illinois
$288K