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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

101 hedge funds and large institutions have $263M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+18
Holders Change %
+21.69%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
42
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$15.7M
2
Bank of America
2
Bank of America
North Carolina
$23M
3
CA
3
Crumly & Associates
Illinois
$7.86M
4
Wells Fargo
4
Wells Fargo
California
$17.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.09M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.22M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$0
4
Jane Street
4
Jane Street
New York
$1.39M
5
LPT
5
Legacy Private Trust
Wisconsin
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$2.08M +$1.82M +71,107 +707%
CTC
27
Central Trust Company
Missouri
$1.73M +$569K +22,221 +49%
KA
28
Klingman & Associates
New York
$1.68M +$206K +8,048 +14%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.47M +$213K +8,332 +17%
Jane Street
30
Jane Street
New York
$1.39M -$946K -36,966 -40%
RJA
31
Raymond James & Associates
Florida
$1.38M +$531K +20,732 +62%
LPT
32
Legacy Private Trust
Wisconsin
$1.25M -$883K -34,499 -41%
SPA
33
Sentinel Pension Advisors
Massachusetts
$1.24M +$8.68K +339 +0.7%
SWA
34
Stratos Wealth Advisors
Ohio
$1.21M +$186K +7,251 +18%
CIAS
35
CFS Investment Advisory Services
New Jersey
$1.16M +$1.16M +45,324 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$987K +$57.1K +2,230 +6%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$982K +$982K +38,389 New
SWMG
38
Signature Wealth Management Group
Georgia
$965K +$965K +37,714 New
DSA
39
Droms Strauss Advisors
Missouri
$947K +$947K +37,026 New
NDSI
40
Newman Dignan & Sheerar Inc
Rhode Island
$939K +$683K +26,672 +267%
WIC
41
Woodmont Investment Counsel
Tennessee
$902K +$902K +35,250 New
SSB
42
Sandy Spring Bank
Maryland
$899K +$40.5K +1,584 +5%
BSAM
43
Blue Square Asset Management
New York
$896K +$896K +35,029 New
GSIAS
44
Garden State Investment Advisory Services
New Jersey
$896K -$90.3K -3,529 -9%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$875K +$798K +31,213 +1,041%
RHP
46
Royal Harbor Partners
Texas
$832K -$118K -4,606 -12%
REMPR
47
Roof Eidam Maycock Peralta (REMP)
California
$807K +$1.25K +49 +0.2%
EPW
48
Evergreen Private Wealth
Colorado
$763K +$763K +29,802 New
CIA
49
Capital Investment Advisors
Georgia
$754K +$97.5K +3,812 +15%
HCM
50
Howland Capital Management
Massachusetts
$727K +$727K +28,400 New
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