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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

113 hedge funds and large institutions have $281M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
113
Holders Change
+12
Holders Change %
+11.88%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
53
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$8.77M
2
LIA
2
LBMC Investment Advisors
Tennessee
$2.5M
3
QFA
3
Quantum Financial Advisors
California
$1.74M
4
Jane Street
4
Jane Street
New York
$2.96M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$17.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$400K
2
Morgan Stanley
2
Morgan Stanley
New York
$4.09M
3
CA
3
Crumly & Associates
Illinois
$6.07M
4
Ameriprise
4
Ameriprise
Minnesota
$1.92M
5
SWA
5
Stratos Wealth Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$2.3M -$377K -14,904 -14%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$2.24M +$20.1K +794 +0.9%
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$1.97M -$85.8K -3,397 -4%
Ameriprise
29
Ameriprise
Minnesota
$1.92M -$1.59M -62,748 -45%
QFA
30
Quantum Financial Advisors
California
$1.74M +$1.74M +68,893 New
KA
31
Klingman & Associates
New York
$1.51M -$149K -5,895 -9%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.48M +$27.1K +1,072 +2%
RJA
33
Raymond James & Associates
Florida
$1.25M -$117K -4,625 -9%
SPA
34
Sentinel Pension Advisors
Massachusetts
$1.23M +$4.6K +182 +0.4%
LPT
35
Legacy Private Trust
Wisconsin
$1.23M – – –
CIAS
36
CFS Investment Advisory Services
New Jersey
$1.18M +$30.6K +1,212 +3%
SWMG
37
Signature Wealth Management Group
Georgia
$1.17M +$224K +8,935 +24%
WIC
38
Woodmont Investment Counsel
Tennessee
$1.07M +$184K +7,279 +21%
HCM
39
Howland Capital Management
Massachusetts
$1.03M +$311K +12,290 +43%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.02M +$44.1K +1,743 +5%
SSB
41
Sandy Spring Bank
Maryland
$996K +$109K +4,295 +12%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$989K +$18.5K +731 +2%
NDSI
43
Newman Dignan & Sheerar Inc
Rhode Island
$927K – – –
EPW
44
Evergreen Private Wealth
Colorado
$922K +$169K +6,669 +22%
BSAM
45
Blue Square Asset Management
New York
$897K +$11.3K +448 +1%
GSIAS
46
Garden State Investment Advisory Services
New Jersey
$884K -$25 -1 -0%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$865K +$253K +10,003 +41%
GT
48
Glenview Trust
Kentucky
$822K +$353K +13,954 +75%
FTUS
49
Flow Traders U.S.
New York
$804K +$804K +31,811 New
REMPR
50
Roof Eidam Maycock Peralta (REMP)
California
$798K +$682 +27 +0.1%
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