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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
IBMQ
34 hedge funds and large institutions have $52.3M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
425% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 4
6% more capital invested
Capital invested by funds: $49.3M → $52.3M (+$2.98M)
0% more funds holding
Funds holding: 34 → 34 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
1.22% less ownership
Funds ownership: 80.72% → 79.5% (-1.2%)
Holders
34
Holders Change
–
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
21
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$991K |
| 2 |
PWM
Praetorian Wealth Management
Carmel,
California
|
+$971K |
| 3 |
Morgan Stanley
New York
|
+$719K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$510K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$510K |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.19M |
| 2 |
Jane Street
New York
|
-$1.11M |
| 3 |
LPL Financial
San Diego,
California
|
-$319K |
| 4 |
RG
Retirement Group
San Diego,
California
|
-$83K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$35.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
26
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $172K | +$93.6K | +3,419 | +120% |
|
|
CTC
27
Central Trust Company
Jefferson City,
Missouri
| $69K | – | – | – |
|
|
ADL
28
Asset Dedication LLC
San Francisco,
California
| $54K | +$54.9K | +2,004 | New |
|
|
FNBOSM
29
First National Bank of South Miami
South Miami,
Florida
| $45K | – | – | – |
|
|
BCPWM
30
Bradley & Co Private Wealth Management
Miami,
Florida
| $32K | – | – | – |
|
|
RIM
31
Rockbridge Investment Management
Syracuse,
New York
| $26K | – | – | – |
|
32
Rockefeller Capital Management
New York
| $18K | +$27 | +1 | +0.2% |
|
|
ASN
33
Advisory Services Network
Atlanta,
Georgia
| $12K | +$12.3K | +451 | New |
|
|
VCM
34
Vigilant Capital Management
Portland,
Maine
| $1K | +$1.37K | +50 | New |
|
|
35
Jane Street
New York
| – | -$1.11M | -40,801 | Closed |
|
|
RG
36
Retirement Group
San Diego,
California
| – | -$83K | -3,072 | Closed |
|
|
AIC
37
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$23.4K | -860 | Closed |
|