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iShares iBonds Dec 2028 Term Muni Bond ETF

66 hedge funds and large institutions have $117M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
34
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$14.9M 583,518 +10,515 +2%
HCM
2
Hengehold Capital Management
Ohio
$9.58M 374,215 +1,399 +0.4%
US Bancorp
3
US Bancorp
Minnesota
$7.95M 310,639 +37,550 +14%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.72M 301,608 +7,970 +3%
Bank of America
5
Bank of America
North Carolina
$7.41M 289,299 +48,335 +20%
Wells Fargo
6
Wells Fargo
California
$5.87M 229,433 -19,745 -8%
Jane Street
7
Jane Street
New York
$5.68M 222,008 +159,694 +256%
HighTower Advisors
8
HighTower Advisors
Illinois
$5.54M 216,617 -6,548 -3%
PWM
9
Praetorian Wealth Management
California
$5.39M 210,555 +32,918 +19%
HWA
10
Heartwood Wealth Advisors
Virginia
$4.84M 189,015 +15,715 +9%
UBS Group
11
UBS Group
Switzerland
$4.21M 164,575 +26,984 +20%
Ameriprise
12
Ameriprise
Minnesota
$4.2M 163,909 -1,831 -1%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.03M 118,214 +27,782 +31%
LPL Financial
14
LPL Financial
California
$2.89M 112,770 +11,090 +11%
Morgan Stanley
15
Morgan Stanley
New York
$2.83M 110,553 +7,131 +7%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$2.1M 82,103 +42,717 +108%
LPT
17
Legacy Private Trust
Wisconsin
$1.63M 63,566
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.54M 60,287 -31,058 -34%
GA
19
Gateway Advisory
New Jersey
$1.35M 52,588 +52,588 New
SWA
20
Stratos Wealth Advisors
Ohio
$1.03M 40,306 +4,999 +14%
SWMG
21
Signature Wealth Management Group
Georgia
$934K 36,481 +2,098 +6%
KA
22
Klingman & Associates
New York
$859K 33,538 +7,528 +29%
RHP
23
Royal Harbor Partners
Texas
$838K 32,749 +209 +0.6%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$828K 32,381 -5,890 -15%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$768K 30,014 -3,691 -11%