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iShares iBonds Dec 2028 Term Muni Bond ETF

44 hedge funds and large institutions have $64.9M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

16% more funds holding

Funds holding: 3844 (+6)

5.53% more ownership

Funds ownership: 85.43%90.96% (+5.5%)

0% less capital invested

Capital invested by funds: $65.2M → $64.9M (-$249K)

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1
Heartwood Wealth Advisors
Virginia
$12.4M +$901K +34,208 +8%
CIM
2
Confluence Investment Management
Missouri
$6.62M +$351K +13,321 +5%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.43M
US Bancorp
4
US Bancorp
Minnesota
$4.84M +$1.74M +66,119 +53%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$4.05M -$493K -18,715 -11%
Morgan Stanley
6
Morgan Stanley
New York
$3.61M -$3.17M -120,501 -46%
PWM
7
Praetorian Wealth Management
California
$3.07M +$715K +27,170 +29%
Jane Street
8
Jane Street
New York
$2.16M +$2.24M +84,942 New
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.14M +$38.6K +1,466 +2%
Wells Fargo
10
Wells Fargo
California
$2.03M -$92.4K -3,508 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.93M -$1.94M -73,599 -49%
LI
12
LMCG Investments
Massachusetts
$1.91M +$1.98M +75,037 New
Stifel Financial
13
Stifel Financial
Missouri
$1.31M +$86.8K +3,298 +7%
UBS Group
14
UBS Group
Switzerland
$1.28M +$201K +7,652 +18%
Bank of America
15
Bank of America
North Carolina
$1.23M +$131K +4,986 +11%
LPT
16
Legacy Private Trust
Wisconsin
$966K +$998K +37,910 New
MPWT
17
MassMutual Private Wealth & Trust
Connecticut
$865K +$6.58K +250 +0.7%
CA
18
CGN Advisors
Kansas
$842K -$138K -5,236 -14%
F4L
19
Fortune 45 LLC
Louisiana
$813K -$112K -4,255 -12%
AIP
20
Ameritas Investment Partners
Nebraska
$699K +$7.5K +285 +1%
SSB
21
Sandy Spring Bank
Maryland
$657K +$35.1K +1,335 +5%
LPL Financial
22
LPL Financial
California
$579K +$109K +4,126 +22%
Citadel Advisors
23
Citadel Advisors
Florida
$469K -$270K -10,243 -36%
SCA
24
Stonebridge Capital Advisors
Minnesota
$417K +$69.1K +2,625 +19%
PFM
25
Phillips Financial Management
Indiana
$413K +$77.4K +2,940 +22%