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iShares iBonds Dec 2028 Term Muni Bond ETF

83 hedge funds and large institutions have $180M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

17% more capital invested

Capital invested by funds: $154M → $180M (+$26.3M)

15% more funds holding

Funds holding: 7283 (+11)

2.42% more ownership

Funds ownership: 84.94%87.35% (+2.4%)

Holders
83
Holders Change
+11
Holders Change %
+15.28%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
36
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$15.5M +$699K +28,035 +5%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$15M +$208K +8,351 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.6M +$351K +14,089 +2%
Bank of America
4
Bank of America
North Carolina
$13.7M +$6.26M +250,850 +81%
HighTower Advisors
5
HighTower Advisors
Illinois
$10.6M +$5.2M +208,323 +92%
Wells Fargo
6
Wells Fargo
California
$10.5M +$4.67M +187,116 +76%
US Bancorp
7
US Bancorp
Minnesota
$9.29M +$1.4M +56,272 +17%
HCM
8
Hengehold Capital Management
Ohio
$9.15M -$17K -682 -0.2%
Corient Private Wealth
9
Corient Private Wealth
Florida
$8M +$1.19M +47,782 +17%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$7.5M +$137K +5,481 +2%
PWM
11
Praetorian Wealth Management
California
$5.28M -$11.2K -450 -0.2%
HWA
12
Heartwood Wealth Advisors
Virginia
$5.03M +$144K +5,765 +3%
UBS Group
13
UBS Group
Switzerland
$3.88M -$280K -11,227 -7%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.17M +$334K +13,373 +11%
HBT
15
Hills Bank & Trust
Iowa
$2.97M +$3.03M +121,532 New
LPL Financial
16
LPL Financial
California
$2.87M +$113K +4,542 +4%
EFP
17
Envision Financial Planning
Tennessee
$2.69M +$2.75M +110,358 New
Ameriprise
18
Ameriprise
Minnesota
$2.62M -$23.2K -930 -0.9%
KCM
19
Kathmere Capital Management
Pennsylvania
$2.61M +$2.67M +107,119 New
Jane Street
20
Jane Street
New York
$2.23M -$1.75M -70,209 -43%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.15M +$127K +5,078 +6%
LPT
22
Legacy Private Trust
Wisconsin
$2.03M +$641K +25,686 +45%
GA
23
Gateway Advisory
New Jersey
$1.58M +$176K +7,038 +12%
GBWM
24
Granite Bay Wealth Management
New Hampshire
$1.47M +$1.46M +58,500 New
Morgan Stanley
25
Morgan Stanley
New York
$1.45M -$379K -15,196 -20%