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iShares iBonds Dec 2028 Term Muni Bond ETF

42 hedge funds and large institutions have $76.1M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$21.2M 847,628 +762,686 +898%
CIM
2
Confluence Investment Management
Missouri
$6.6M 263,703 +3,893 +1%
SPF
3
Steven Patrick Farmer
$6.6M 263,703 +263,703 New
HighTower Advisors
4
HighTower Advisors
Illinois
$6.33M 252,968 +400 +0.2%
US Bancorp
5
US Bancorp
Minnesota
$3.69M 147,535 -42,632 -22%
PWM
6
Praetorian Wealth Management
California
$3.43M 136,848 +16,230 +13%
Bank of America
7
Bank of America
North Carolina
$3.08M 122,967 +74,561 +154%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.59M 103,465 +27,905 +37%
UBS Group
9
UBS Group
Switzerland
$2.52M 100,550 +50,149 +100%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.23M 88,965 +4,929 +6%
Wells Fargo
11
Wells Fargo
California
$2.17M 86,659 +7,080 +9%
Morgan Stanley
12
Morgan Stanley
New York
$2.04M 81,578 -60,269 -42%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$1.88M 75,099 -83,769 -53%
LPT
14
Legacy Private Trust
Wisconsin
$1.56M 62,312 +24,402 +64%
LPL Financial
15
LPL Financial
California
$1.52M 60,594 +37,859 +167%
Stifel Financial
16
Stifel Financial
Missouri
$1.44M 57,505 +6,013 +12%
FTUS
17
Flow Traders U.S.
New York
$881K 35,182 +35,182 New
AIP
18
Ameritas Investment Partners
Nebraska
$601K 24,033 -3,411 -12%
SSB
19
Sandy Spring Bank
Maryland
$535K 21,355 -4,445 -17%
CPIA
20
Cornell Pochily Investment Advisors
New York
$446K 17,829 +17,829 New
SCA
21
Stonebridge Capital Advisors
Minnesota
$442K 17,640 +1,275 +8%
PFM
22
Phillips Financial Management
Indiana
$406K 16,222
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$386K 15,400 +15,400 New
F4L
24
Fortune 45 LLC
Louisiana
$356K 14,248 -17,706 -55%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$328K 13,121 +1,000 +8%