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iShares iBonds Dec 2028 Term Muni Bond ETF

132 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.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

111% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 27

13% more capital invested

Capital invested by funds: $316M → $355M (+$39.8M)

7% more funds holding

Funds holding: 123132 (+9)

2.52% more ownership

Funds ownership: 87.69%90.21% (+2.5%)

Holders
132
Holders Change
+9
Holders Change %
+7.32%
% 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 Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$44.2M +$16.1M +636,000 +57%
CA
2
Clearstead Advisors
Ohio
$22.1M +$1.52M +59,894 +7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.1M -$736K -29,024 -3%
US Bancorp
4
US Bancorp
Minnesota
$17.7M +$1.71M +67,272 +11%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$17.4M -$3.35M -132,170 -16%
HighTower Advisors
6
HighTower Advisors
Illinois
$16.7M -$140K -5,507 -0.8%
KCM
7
Kathmere Capital Management
Pennsylvania
$15.8M -$191K -7,542 -1%
Wells Fargo
8
Wells Fargo
California
$15.5M -$972K -38,340 -6%
HCM
9
Hengehold Capital Management
Ohio
$10M -$55K -2,170 -0.5%
Raymond James Financial
10
Raymond James Financial
Florida
$9.77M +$9.84M +388,110 New
NA
11
NewEdge Advisors
Louisiana
$9.32M +$9.38M +370,144 New
Morgan Stanley
12
Morgan Stanley
New York
$8.99M +$5.1M +201,057 +129%
UBS Group
13
UBS Group
Switzerland
$8.99M -$366K -14,449 -4%
HBT
14
Hills Bank & Trust
Iowa
$8.28M +$819K +32,294 +11%
Corient Private Wealth
15
Corient Private Wealth
Florida
$7.57M -$420K -16,585 -5%
HCM
16
Howland Capital Management
Massachusetts
$7.54M +$3.27M +129,000 +76%
CIA
17
Covington Investment Advisors
Pennsylvania
$6.04M +$6.08M +239,925 New
PWM
18
Praetorian Wealth Management
California
$6.01M +$206K +8,112 +4%
HWA
19
Heartwood Wealth Advisors
Virginia
$5.92M +$46.5K +1,835 +0.8%
LIA
20
LBMC Investment Advisors
Tennessee
$5.92M +$479K +18,895 +9%
LPL Financial
21
LPL Financial
California
$5.44M -$260K -10,241 -5%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$4.13M +$646K +25,478 +18%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.11M +$907K +35,778 +28%
CTC
24
Central Trust Company
Missouri
$3.7M +$535K +21,108 +17%
CPWM
25
Cypress Point Wealth Management
Texas
$3.01M +$23.6K +930 +0.8%