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iShares iBonds Dec 2028 Term Muni Bond ETF

101 hedge funds and large institutions have $263M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 9 closing their positions.

Holders
101
Holders Change
+18
Holders Change %
+21.69%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
42
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$23M 899,067 +339,188 +61%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.6M 725,660 +129,507 +22%
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$18.2M 710,984 +77,332 +12%
Wells Fargo
4
Wells Fargo
California
$17.7M 690,468 +258,339 +60%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$16.4M 641,561 +26,846 +4%
KCM
6
Kathmere Capital Management
Pennsylvania
$15.7M 612,862 +505,743 +472%
US Bancorp
7
US Bancorp
Minnesota
$13.9M 541,316 +160,812 +42%
HCM
8
Hengehold Capital Management
Ohio
$9.38M 366,598 -8,340 -2%
HighTower Advisors
9
HighTower Advisors
Illinois
$9.22M 360,252 -75,142 -17%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.1M 316,696 +9,324 +3%
CA
11
Crumly & Associates
Illinois
$7.86M 307,140 +307,140 New
HBT
12
Hills Bank & Trust
Iowa
$7.08M 276,623 +155,091 +128%
UBS Group
13
UBS Group
Switzerland
$6.66M 260,219 +101,257 +64%
Morgan Stanley
14
Morgan Stanley
New York
$6.26M 244,590 +185,053 +311%
PWM
15
Praetorian Wealth Management
California
$5.65M 220,849 +4,749 +2%
HWA
16
Heartwood Wealth Advisors
Virginia
$5.24M 204,780 -1,436 -0.7%
Goldman Sachs
17
Goldman Sachs
New York
$5.09M 198,944 +198,944 New
GA
18
Gateway Advisory
New Jersey
$4.53M 177,092 +112,218 +173%
LPL Financial
19
LPL Financial
California
$4.4M 171,854 +54,463 +46%
Ameriprise
20
Ameriprise
Minnesota
$3.55M 138,909 +31,631 +29%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3M 117,217 -12,458 -10%
CPWM
22
Cypress Point Wealth Management
Texas
$2.99M 117,000 +117,000 New
EFP
23
Envision Financial Planning
Tennessee
$2.93M 114,560 +4,202 +4%
UCFA
24
United Capital Financial Advisors
Texas
$2.71M 106,046 +106,046 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.25M 87,748 -466 -0.5%