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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.

New
Increased
Maintained
Reduced
Closed

209% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 11

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $106M → $117M (+$11.1M)

10% more funds holding

Funds holding: 6066 (+6)

7.36% less ownership

Funds ownership: 83.55%76.19% (-7.4%)

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.05%
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 Holding Trade Value Shares
Change
Change in
Stake
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$14.9M +$267K +10,515 +2%
HCM
2
Hengehold Capital Management
Ohio
$9.58M +$35.5K +1,399 +0.4%
US Bancorp
3
US Bancorp
Minnesota
$7.95M +$954K +37,550 +14%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.72M +$202K +7,970 +3%
Bank of America
5
Bank of America
North Carolina
$7.41M +$1.23M +48,335 +20%
Wells Fargo
6
Wells Fargo
California
$5.87M -$502K -19,745 -8%
Jane Street
7
Jane Street
New York
$5.68M +$4.06M +159,694 +256%
HighTower Advisors
8
HighTower Advisors
Illinois
$5.54M -$166K -6,548 -3%
PWM
9
Praetorian Wealth Management
California
$5.39M +$836K +32,918 +19%
HWA
10
Heartwood Wealth Advisors
Virginia
$4.84M +$399K +15,715 +9%
UBS Group
11
UBS Group
Switzerland
$4.21M +$685K +26,984 +20%
Ameriprise
12
Ameriprise
Minnesota
$4.2M -$46.5K -1,831 -1%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.03M +$706K +27,782 +31%
LPL Financial
14
LPL Financial
California
$2.89M +$282K +11,090 +11%
Morgan Stanley
15
Morgan Stanley
New York
$2.83M +$181K +7,131 +7%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$2.1M +$1.08M +42,717 +108%
LPT
17
Legacy Private Trust
Wisconsin
$1.63M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.54M -$789K -31,058 -34%
GA
19
Gateway Advisory
New Jersey
$1.35M +$1.34M +52,588 New
SWA
20
Stratos Wealth Advisors
Ohio
$1.03M +$127K +4,999 +14%
SWMG
21
Signature Wealth Management Group
Georgia
$934K +$53.3K +2,098 +6%
KA
22
Klingman & Associates
New York
$859K +$191K +7,528 +29%
RHP
23
Royal Harbor Partners
Texas
$838K +$5.31K +209 +0.6%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$828K -$150K -5,890 -15%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$768K -$93.7K -3,691 -11%