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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

44 hedge funds and large institutions have $64.9M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.16M
2
LI
2
LMCG Investments
Massachusetts
$1.91M
3
US Bancorp
3
US Bancorp
Minnesota
$4.84M
4
LPT
4
Legacy Private Trust
Wisconsin
$966K
5
HWA
5
Heartwood Wealth Advisors
Virginia
$12.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.61M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.93M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$4.05M
4
Citadel Advisors
4
Citadel Advisors
Florida
$469K
5
RJA
5
Raymond James & Associates
Florida
$330K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$330K 12,956 -7,587 -37%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$319K 12,515 +12,515 New
WI
28
WrapManager Inc
California
$317K 12,462 -155 -1%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$309K 12,121 – –
ACS
30
Archford Capital Strategies
Illinois
$309K 12,163 +1,472 +14%
PWS
31
Peloton Wealth Strategists
Indiana
$306K 12,000 – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$283K 11,106 +11,106 New
BONH
33
Bank of New Hampshire
New Hampshire
$280K 10,995 +10,995 New
BPA
34
Beacon Pointe Advisors
California
$219K 8,593 +64 +0.8%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$198K 7,776 -239 -3%
CTC
36
Central Trust Company
Missouri
$64K 2,500 – –
FNBOSM
37
First National Bank of South Miami
Florida
$61K 2,412 +770 +47%
ADL
38
Asset Dedication LLC
California
$52K 2,004 – –
PP
39
Prosperity Planning
Missouri
– – – –
RIM
40
Rockbridge Investment Management
New York
$24.3K 955 – –
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$17K 686 +1 +0.1%
SC
42
Seldon Capital
California
$13K 499 -1 -0.2%
VCM
43
Vigilant Capital Management
Maine
$11K 450 – –
SC
44
Stephens Consulting
Michigan
$7.97K 313 +313 New
BlackRock
45
BlackRock
New York
$1K 58 – –
BCPWM
46
Bradley & Co Private Wealth Management
Florida
– – -5,895 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
1
2