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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

72 hedge funds and large institutions have $154M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
39
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$15.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.6M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$7.04M
4
CG
4
Colony Group
Massachusetts
$818K
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$15.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.07M
2
Ameriprise
2
Ameriprise
Minnesota
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.88M
4
MPWT
4
MassMutual Private Wealth & Trust
Connecticut
$3.4K
5
IA
5
IFP Advisors
Florida
$199K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.01M +$41.2K +1,637 +4%
SWMG
27
Signature Wealth Management Group
Georgia
$1,000K +$82K +3,259 +9%
GSIAS
28
Garden State Investment Advisory Services
New Jersey
$851K +$370K +14,698 +77%
CG
29
Colony Group
Massachusetts
$818K +$600K +23,853 +275%
SSB
30
Sandy Spring Bank
Maryland
$763K +$18.4K +730 +2%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$740K -$74K -2,943 -9%
CTC
32
Central Trust Company
Missouri
$725K +$328K +13,037 +83%
RJA
33
Raymond James & Associates
Florida
$717K +$81.3K +3,230 +13%
REMPR
34
Roof Eidam Maycock Peralta (REMP)
California
$717K +$340K +13,500 +90%
ACS
35
Archford Capital Strategies
Illinois
$630K +$275K +10,891 +78%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$599K -$156K -6,187 -21%
PFM
37
Phillips Financial Management
Indiana
$578K – – –
CIA
38
Capital Investment Advisors
Georgia
$576K +$108K +4,302 +23%
C1AG
39
Client 1st Advisory Group
Florida
$551K – – –
VA
40
Valmark Advisers
Ohio
$547K +$119K +4,743 +28%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$545K +$31.6K +1,254 +6%
AIP
42
Ameritas Investment Partners
Nebraska
$525K -$4.4K -175 -0.8%
EWS
43
Evergreen Wealth Solutions
Pennsylvania
$519K +$25.5K +1,015 +5%
SCA
44
Stonebridge Capital Advisors
Minnesota
$481K +$52.8K +2,100 +12%
MLA
45
MB, Levis & Associates
Pennsylvania
$480K -$9.18K -365 -2%
CPIA
46
Cornell Pochily Investment Advisors
New York
$473K +$1.64K +65 +0.3%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$377K +$151K +6,000 +67%
WI
48
WrapManager Inc
California
$331K -$46.2K -1,838 -12%
Osaic Holdings
49
Osaic Holdings
Arizona
$311K – – –
CIM
50
Confluence Investment Management
Missouri
$307K +$5.64K +224 +2%
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