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iShares iBonds Dec 2028 Term Muni Bond ETF

38 hedge funds and large institutions have $65.2M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
19
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HWA
1
Heartwood Wealth Advisors
Virginia
$12.3M 452,914 +5,483 +1%
Morgan Stanley
2
Morgan Stanley
New York
$7.15M 262,348 +18,681 +8%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.88M 252,568 +151,870 +151%
CIM
4
Confluence Investment Management
Missouri
$6.72M 246,489 +5,907 +2%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$4.84M 177,583 -1,043 -0.6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.06M 149,159 -2,664 -2%
US Bancorp
7
US Bancorp
Minnesota
$3.38M 124,048 +8,715 +8%
PWM
8
Praetorian Wealth Management
California
$2.55M 93,448 +7,803 +9%
Wells Fargo
9
Wells Fargo
California
$2.26M 83,087 +12,105 +17%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.25M 82,570 -3,688 -4%
Stifel Financial
11
Stifel Financial
Missouri
$1.31M 48,194 +5,457 +13%
Bank of America
12
Bank of America
North Carolina
$1.18M 43,420 -5,189 -11%
UBS Group
13
UBS Group
Switzerland
$1.17M 42,749 -4,727 -10%
CA
14
CGN Advisors
Kansas
$1.04M 38,306 +5,418 +16%
F4L
15
Fortune 45 LLC
Louisiana
$986K 36,209 +36,209 New
MPWT
16
MassMutual Private Wealth & Trust
Connecticut
$918K 33,704 +7,771 +30%
Citadel Advisors
17
Citadel Advisors
Florida
$781K 28,658 -10,484 -27%
AIP
18
Ameritas Investment Partners
Nebraska
$739K 27,159 +4,243 +19%
SSB
19
Sandy Spring Bank
Maryland
$667K 24,465 +7,485 +44%
RJA
20
Raymond James & Associates
Florida
$560K 20,543 +732 +4%
LPL Financial
21
LPL Financial
California
$507K 18,609 +2,333 +14%
SCA
22
Stonebridge Capital Advisors
Minnesota
$374K 13,740 +13,740 New
PFM
23
Phillips Financial Management
Indiana
$362K 13,282 +13,282 New
WI
24
WrapManager Inc
California
$344K 12,617
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$330K 12,121 +5,033 +71%