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iShares iBonds Dec 2028 Term Muni Bond ETF

113 hedge funds and large institutions have $281M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
113
Holders Change
+12
Holders Change %
+11.88%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
53
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$23.9M 945,249 +46,182 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.6M 775,668 +50,008 +7%
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$19M 753,826 +42,842 +6%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$17.8M 702,542 +60,981 +10%
Wells Fargo
5
Wells Fargo
California
$17.4M 689,613 -855 -0.1%
KCM
6
Kathmere Capital Management
Pennsylvania
$16.8M 664,782 +51,920 +8%
US Bancorp
7
US Bancorp
Minnesota
$14.8M 587,105 +45,789 +8%
HCM
8
Hengehold Capital Management
Ohio
$9.58M 379,157 +12,559 +3%
HighTower Advisors
9
HighTower Advisors
Illinois
$9.18M 363,321 +3,069 +0.9%
Corient Private Wealth
10
Corient Private Wealth
Florida
$8.77M 347,046 +347,046 New
UBS Group
11
UBS Group
Switzerland
$7.97M 315,465 +55,246 +21%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.81M 309,259 -7,437 -2%
HBT
13
Hills Bank & Trust
Iowa
$7.01M 277,351 +728 +0.3%
CA
14
Crumly & Associates
Illinois
$6.07M 240,191 -66,949 -22%
PWM
15
Praetorian Wealth Management
California
$5.96M 235,656 +14,807 +7%
HWA
16
Heartwood Wealth Advisors
Virginia
$5.56M 220,216 +15,436 +8%
LPL Financial
17
LPL Financial
California
$5.07M 200,541 +28,687 +17%
GA
18
Gateway Advisory
New Jersey
$4.75M 187,918 +10,826 +6%
Morgan Stanley
19
Morgan Stanley
New York
$4.09M 161,901 -82,689 -34%
EFP
20
Envision Financial Planning
Tennessee
$3.19M 126,280 +11,720 +10%
CPWM
21
Cypress Point Wealth Management
Texas
$2.96M 117,231 +231 +0.2%
Jane Street
22
Jane Street
New York
$2.96M 117,227 +62,757 +115%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.56M 101,392 -15,825 -14%
LIA
24
LBMC Investment Advisors
Tennessee
$2.5M 99,107 +99,107 New
CTC
25
Central Trust Company
Missouri
$2.41M 95,385 +27,614 +41%