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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

60 hedge funds and large institutions have $106M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
60
Holders Change
+15
Holders Change %
+33.33%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
24
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Hengehold Capital Management
Ohio
$9.36M
2
HWA
2
Heartwood Wealth Advisors
Virginia
$4.35M
3
Wells Fargo
3
Wells Fargo
California
$6.25M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.37M
5
US Bancorp
5
US Bancorp
Minnesota
$6.85M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$644K
2
Jane Street
2
Jane Street
New York
$1.56M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$846K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$5.6M
Name Market Value Shares Shares
Change 		Shares
Change %
RHP
26
Royal Harbor Partners
Texas
$817K 32,540 +10,916 +50%
KA
27
Klingman & Associates
New York
$653K 26,010 +26,010 New
SSB
28
Sandy Spring Bank
Maryland
$644K 25,675 +3,050 +13%
CIM
29
Confluence Investment Management
Missouri
$644K 25,668 -228,737 -90%
RJA
30
Raymond James & Associates
Florida
$590K 23,519 +14,465 +160%
PFM
31
Phillips Financial Management
Indiana
$577K 22,976 +6,754 +42%
C1AG
32
Client 1st Advisory Group
Florida
$550K 21,912 +21,912 New
AIP
33
Ameritas Investment Partners
Nebraska
$518K 20,642 -4,526 -18%
GSIAS
34
Garden State Investment Advisory Services
New Jersey
$479K 19,072 +19,072 New
CPIA
35
Cornell Pochily Investment Advisors
New York
$469K 18,686 +814 +5%
VA
36
Valmark Advisers
Ohio
$412K 16,424 +16,424 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$394K 15,739 -2,893 -16%
SCA
38
Stonebridge Capital Advisors
Minnesota
$394K 15,690 -1,350 -8%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$386K 15,400 – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$385K 15,355 +15,355 New
WI
41
WrapManager Inc
California
$377K 15,004 +2,877 +24%
MLA
42
MB, Levis & Associates
Pennsylvania
$376K 14,998 +14,998 New
CIA
43
Capital Investment Advisors
Georgia
$364K 14,507 +14,507 New
ACS
44
Archford Capital Strategies
Illinois
$351K 13,989 +1,615 +13%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$319K 12,716 +3,587 +39%
Osaic Holdings
46
Osaic Holdings
Arizona
$310K 12,350 +12,350 New
PWS
47
Peloton Wealth Strategists
Indiana
$301K 12,000 – –
PSIWM
48
Paradigm Strategies in Wealth Management
Minnesota
$239K 9,514 +9,514 New
BPA
49
Beacon Pointe Advisors
California
$232K 9,246 -554 -6%
WCM
50
WealthBridge Capital Management
Ohio
$223K 8,873 +8,873 New
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