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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

66 hedge funds and large institutions have $117M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
34
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$5.68M
2
GA
2
Gateway Advisory
New Jersey
$1.35M
3
Bank of America
3
Bank of America
North Carolina
$7.41M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.1M
5
US Bancorp
5
US Bancorp
Minnesota
$7.95M

Top Sellers

1
SVWAG
1
Sound View Wealth Advisors Group
Georgia
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.54M
4
Wells Fargo
4
Wells Fargo
California
$5.87M
5
CIM
5
Confluence Investment Management
Missouri
$306K
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
26
Sandy Spring Bank
Maryland
$757K +$100K +3,905 +15%
RJA
27
Raymond James & Associates
Florida
$647K +$44.9K +1,754 +7%
IA
28
IFP Advisors
Florida
$639K -$194K -7,723 -23%
PFM
29
Phillips Financial Management
Indiana
$588K – – –
C1AG
30
Client 1st Advisory Group
Florida
$561K – – –
AIP
31
Ameritas Investment Partners
Nebraska
$539K +$10.3K +404 +2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$522K +$129K +5,038 +33%
EWS
33
Evergreen Wealth Solutions
Pennsylvania
$502K +$502K +19,597 New
MLA
34
MB, Levis & Associates
Pennsylvania
$497K +$114K +4,434 +30%
GSIAS
35
Garden State Investment Advisory Services
New Jersey
$490K +$1.56K +61 +0.3%
MPWT
36
MassMutual Private Wealth & Trust
Connecticut
$481K +$481K +18,778 New
CPIA
37
Cornell Pochily Investment Advisors
New York
$480K +$1.18K +46 +0.2%
CIA
38
Capital Investment Advisors
Georgia
$476K +$104K +4,078 +28%
SCA
39
Stonebridge Capital Advisors
Minnesota
$436K +$33.9K +1,325 +8%
VA
40
Valmark Advisers
Ohio
$435K +$14.7K +576 +4%
CTC
41
Central Trust Company
Missouri
$404K +$238K +9,308 +144%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$394K – – –
REMPR
43
Roof Eidam Maycock Peralta (REMP)
California
$384K +$384K +15,000 New
WI
44
WrapManager Inc
California
$384K -$410 -16 -0.1%
ACS
45
Archford Capital Strategies
Illinois
$361K +$1.62K +63 +0.5%
Osaic Holdings
46
Osaic Holdings
Arizona
$316K – – –
PWS
47
Peloton Wealth Strategists
Indiana
$307K – – –
CIM
48
Confluence Investment Management
Missouri
$306K -$351K -13,703 -53%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$284K +$284K +11,097 New
WCM
50
WealthBridge Capital Management
Ohio
$265K +$38.2K +1,492 +17%
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