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iShares iBonds Dec 2028 Term Muni Bond ETF

116 hedge funds and large institutions have $283M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
56
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$25.7M 1,025,894 +80,645 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20M 800,302 +24,634 +3%
CA
3
Clearstead Advisors
Ohio
$20M 799,571 +799,571 New
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$19.6M 782,580 +80,038 +11%
KCM
5
Kathmere Capital Management
Pennsylvania
$17.3M 692,775 +27,993 +4%
Wells Fargo
6
Wells Fargo
California
$15.8M 633,162 -56,451 -8%
US Bancorp
7
US Bancorp
Minnesota
$14.5M 579,832 -7,273 -1%
HighTower Advisors
8
HighTower Advisors
Illinois
$10.1M 404,054 +40,733 +11%
HCM
9
Hengehold Capital Management
Ohio
$9.61M 384,121 +4,964 +1%
UBS Group
10
UBS Group
Switzerland
$9.16M 365,951 +50,486 +16%
Corient Private Wealth
11
Corient Private Wealth
Florida
$8.25M 329,765 -17,281 -5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.99M 319,207 +9,948 +3%
HBT
13
Hills Bank & Trust
Iowa
$6.95M 277,865 +514 +0.2%
PWM
14
Praetorian Wealth Management
California
$5.76M 230,342 -5,314 -2%
HWA
15
Heartwood Wealth Advisors
Virginia
$5.62M 224,511 +4,295 +2%
LPL Financial
16
LPL Financial
California
$5.22M 208,577 +8,036 +4%
GA
17
Gateway Advisory
New Jersey
$4.32M 172,828 -15,090 -8%
Morgan Stanley
18
Morgan Stanley
New York
$4.07M 162,805 +904 +0.6%
LIA
19
LBMC Investment Advisors
Tennessee
$3.62M 144,852 +45,745 +46%
EFP
20
Envision Financial Planning
Tennessee
$3.42M 136,542 +10,262 +8%
CPWM
21
Cypress Point Wealth Management
Texas
$2.95M 117,918 +687 +0.6%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$2.9M 115,853 +27,311 +31%
CTC
23
Central Trust Company
Missouri
$2.71M 108,472 +13,087 +14%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.68M 107,074 +5,682 +6%
Ameriprise
25
Ameriprise
Minnesota
$2.47M 98,781 +22,620 +30%