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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

26 hedge funds and large institutions have $35.3M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

7% more capital invested

Capital invested by funds: $32.9M → $35.3M (+$2.36M)

4% less funds holding

Funds holding: 27 → 26 (-1)

9.19% less ownership

Funds ownership: 80.95% → 71.75% (-9.2%)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
15
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$845K
2
US Bancorp
US Bancorp
Minnesota
+$585K
3
Bank of America
Bank of America
North Carolina
+$562K
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$349K
5
Stifel Financial
Stifel Financial
Missouri
+$301K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$542K
2
Jane Street
Jane Street
New York
-$434K
3
AFM
Andesa Financial Management
Pennsylvania
-$275K
4
HWA
Heartwood Wealth Advisors
Virginia
-$38.1K
5
TF
TimeScale Financial
Massachusetts
-$33K
Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
26
Benjamin Edwards Inc
Missouri
$8K +$4.11K +150 +115%
Citadel Advisors
27
Citadel Advisors
Florida
– -$542K -20,019 Closed
AFM
28
Andesa Financial Management
Pennsylvania
– -$275K -10,130 Closed
TF
29
TimeScale Financial
Massachusetts
– -$33K -1,210 Closed
1
2