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iShares iBonds Dec 2028 Term Muni Bond ETF

122 hedge funds and large institutions have $316M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 4 closing their positions.

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
53
Reduced
32
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$28.7M 1,119,061 +93,167 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.2M 865,211 +64,909 +8%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$21M 821,989 +39,409 +5%
CA
4
Clearstead Advisors
Ohio
$21M 818,371 +18,800 +2%
HighTower Advisors
5
HighTower Advisors
Illinois
$17.1M 668,732 +264,678 +66%
Wells Fargo
6
Wells Fargo
California
$16.8M 654,566 +21,404 +3%
US Bancorp
7
US Bancorp
Minnesota
$16.3M 636,531 +56,699 +10%
KCM
8
Kathmere Capital Management
Pennsylvania
$16.3M 634,290 -58,485 -8%
HCM
9
Hengehold Capital Management
Ohio
$10.2M 399,319 +15,198 +4%
UBS Group
10
UBS Group
Switzerland
$9.52M 371,302 +5,351 +1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.18M 319,129 -78 -0%
Corient Private Wealth
12
Corient Private Wealth
Florida
$8.14M 317,404 -12,361 -4%
HBT
13
Hills Bank & Trust
Iowa
$7.6M 296,489 +18,624 +7%
HWA
14
Heartwood Wealth Advisors
Virginia
$5.98M 233,253 +8,742 +4%
PWM
15
Praetorian Wealth Management
California
$5.91M 230,399 +57 +0%
LPL Financial
16
LPL Financial
California
$5.8M 226,180 +17,603 +8%
LIA
17
LBMC Investment Advisors
Tennessee
$5.54M 216,165 +71,313 +49%
GA
18
Gateway Advisory
New Jersey
$4.44M 173,421 +593 +0.3%
HCM
19
Howland Capital Management
Massachusetts
$4.37M 170,415 +99,765 +141%
Morgan Stanley
20
Morgan Stanley
New York
$4M 155,914 -6,891 -4%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$3.55M 138,561 +22,708 +20%
EFP
22
Envision Financial Planning
Tennessee
$3.46M 134,912 -1,630 -1%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.26M 127,261 +20,187 +19%
CTC
24
Central Trust Company
Missouri
$3.23M 126,025 +17,553 +16%
CPWM
25
Cypress Point Wealth Management
Texas
$3.04M 118,606 +688 +0.6%