We are live on ! Find out more
IBMQ icon

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.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

17.57% more ownership

Funds ownership: 90.96%108.53% (+18%)

17% more capital invested

Capital invested by funds: $64.9M → $76.1M (+$11.2M)

5% less funds holding

Funds holding: 4442 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

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 Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$21.2M +$19M +762,686 +898%
CIM
2
Confluence Investment Management
Missouri
$6.6M +$97K +3,893 +1%
SPF
3
Steven Patrick Farmer
$6.6M +$6.57M +263,703 New
HighTower Advisors
4
HighTower Advisors
Illinois
$6.33M +$9.97K +400 +0.2%
US Bancorp
5
US Bancorp
Minnesota
$3.69M -$1.06M -42,632 -22%
PWM
6
Praetorian Wealth Management
California
$3.42M +$405K +16,230 +13%
Bank of America
7
Bank of America
North Carolina
$3.08M +$1.86M +74,561 +154%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.59M +$696K +27,905 +37%
UBS Group
9
UBS Group
Switzerland
$2.52M +$1.25M +50,149 +100%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.23M +$123K +4,929 +6%
Wells Fargo
11
Wells Fargo
California
$2.17M +$176K +7,080 +9%
Morgan Stanley
12
Morgan Stanley
New York
$2.04M -$1.5M -60,269 -42%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$1.88M -$2.09M -83,769 -53%
LPT
14
Legacy Private Trust
Wisconsin
$1.56M +$608K +24,402 +64%
LPL Financial
15
LPL Financial
California
$1.52M +$944K +37,859 +167%
Stifel Financial
16
Stifel Financial
Missouri
$1.44M +$150K +6,013 +12%
FTUS
17
Flow Traders U.S.
New York
$881K +$877K +35,182 New
AIP
18
Ameritas Investment Partners
Nebraska
$601K -$85K -3,411 -12%
SSB
19
Sandy Spring Bank
Maryland
$535K -$111K -4,445 -17%
CPIA
20
Cornell Pochily Investment Advisors
New York
$446K +$444K +17,829 New
SCA
21
Stonebridge Capital Advisors
Minnesota
$442K +$31.8K +1,275 +8%
PFM
22
Phillips Financial Management
Indiana
$406K
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$386K +$384K +15,400 New
F4L
24
Fortune 45 LLC
Louisiana
$356K -$441K -17,706 -55%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$328K +$24.9K +1,000 +8%