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iShares iBonds Dec 2028 Term Muni Bond ETF

72 hedge funds and large institutions have $154M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

160% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 15

31% more capital invested

Capital invested by funds: $117M → $154M (+$36.9M)

9% more funds holding

Funds holding: 6672 (+6)

8.74% more ownership

Funds ownership: 76.19%84.94% (+8.7%)

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
39
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$15.3M +$15M +590,964 +3,837%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$15.2M +$559K +22,099 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.6M +$14.7M +582,064 New
HCM
4
Hengehold Capital Management
Ohio
$9.45M +$35.5K +1,405 +0.4%
US Bancorp
5
US Bancorp
Minnesota
$8.16M +$344K +13,593 +4%
Bank of America
6
Bank of America
North Carolina
$7.78M +$499K +19,730 +7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.6M +$7.16K +283 +0.1%
Corient Private Wealth
8
Corient Private Wealth
Florida
$7.04M +$7.08M +279,838 New
Wells Fargo
9
Wells Fargo
California
$6.16M +$394K +15,580 +7%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.71M +$264K +10,454 +5%
PWM
11
Praetorian Wealth Management
California
$5.45M +$152K +5,995 +3%
HWA
12
Heartwood Wealth Advisors
Virginia
$5.04M +$289K +11,436 +6%
UBS Group
13
UBS Group
Switzerland
$4.28M +$142K +5,614 +3%
Jane Street
14
Jane Street
New York
$4.07M -$1.53M -60,363 -27%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.93M -$48.4K -1,912 -2%
LPL Financial
16
LPL Financial
California
$2.84M +$2K +79 +0.1%
Ameriprise
17
Ameriprise
Minnesota
$2.72M -$1.41M -55,701 -34%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$2.09M +$26.1K +1,033 +1%
Morgan Stanley
19
Morgan Stanley
New York
$1.88M -$906K -35,820 -32%
GA
20
Gateway Advisory
New Jersey
$1.46M +$133K +5,248 +10%
LPT
21
Legacy Private Trust
Wisconsin
$1.45M -$154K -6,090 -10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.24M -$279K -11,042 -18%
KA
23
Klingman & Associates
New York
$1.14M +$294K +11,624 +35%
RHP
24
Royal Harbor Partners
Texas
$1.02M +$201K +7,948 +24%
SWA
25
Stratos Wealth Advisors
Ohio
$1.01M -$6.12K -242 -0.6%