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iShares iBonds Dec 2028 Term Muni Bond ETF

131 hedge funds and large institutions have $355M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
131
Holders Change
+9
Holders Change %
+7.38%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
57
Reduced
27
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
$44.2M 1,755,061 +636,000 +57%
CA
2
Clearstead Advisors
Ohio
$22.1M 878,265 +59,894 +7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.1M 836,187 -29,024 -3%
US Bancorp
4
US Bancorp
Minnesota
$17.7M 703,803 +67,272 +11%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$17.4M 689,819 -132,170 -16%
HighTower Advisors
6
HighTower Advisors
Illinois
$16.7M 663,225 -5,507 -0.8%
KCM
7
Kathmere Capital Management
Pennsylvania
$15.8M 626,748 -7,542 -1%
Wells Fargo
8
Wells Fargo
California
$15.5M 616,226 -38,340 -6%
HCM
9
Hengehold Capital Management
Ohio
$10M 397,149 -2,170 -0.5%
Raymond James Financial
10
Raymond James Financial
Florida
$9.77M 388,110 +388,110 New
NA
11
NewEdge Advisors
Louisiana
$9.32M 370,144 +370,144 New
Morgan Stanley
12
Morgan Stanley
New York
$8.99M 356,971 +201,057 +129%
UBS Group
13
UBS Group
Switzerland
$8.99M 356,853 -14,449 -4%
HBT
14
Hills Bank & Trust
Iowa
$8.28M 328,783 +32,294 +11%
Corient Private Wealth
15
Corient Private Wealth
Florida
$7.57M 300,819 -16,585 -5%
HCM
16
Howland Capital Management
Massachusetts
$7.54M 299,415 +129,000 +76%
CIA
17
Covington Investment Advisors
Pennsylvania
$6.04M 239,925 +239,925 New
PWM
18
Praetorian Wealth Management
California
$6.01M 238,511 +8,112 +4%
HWA
19
Heartwood Wealth Advisors
Virginia
$5.92M 235,088 +1,835 +0.8%
LIA
20
LBMC Investment Advisors
Tennessee
$5.92M 235,060 +18,895 +9%
LPL Financial
21
LPL Financial
California
$5.44M 215,939 -10,241 -5%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$4.13M 164,039 +25,478 +18%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.11M 163,039 +35,778 +28%
CTC
24
Central Trust Company
Missouri
$3.7M 147,133 +21,108 +17%
CPWM
25
Cypress Point Wealth Management
Texas
$3.01M 119,536 +930 +0.8%