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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

116 hedge funds and large institutions have $283M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
56
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$20M
2
Bank of America
2
Bank of America
North Carolina
$25.7M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$19.6M
4
UBS Group
4
UBS Group
Switzerland
$9.16M
5
LIA
5
LBMC Investment Advisors
Tennessee
$3.62M

Top Sellers

1
CA
1
Crumly & Associates
Illinois
$1.96M
2
Jane Street
2
Jane Street
New York
$1.52M
3
Wells Fargo
3
Wells Fargo
California
$15.8M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$2.15M -$134K -5,345 -6%
CA
27
Crumly & Associates
Illinois
$1.96M -$4.05M -161,700 -67%
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$1.93M -$16.5K -659 -0.8%
HCM
29
Howland Capital Management
Massachusetts
$1.77M +$750K +29,960 +74%
QFA
30
Quantum Financial Advisors
California
$1.74M +$19.3K +773 +1%
Jane Street
31
Jane Street
New York
$1.52M -$1.42M -56,603 -48%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$1.38M +$400K +15,979 +41%
WIC
33
Woodmont Investment Counsel
Tennessee
$1.36M +$300K +11,971 +28%
RJA
34
Raymond James & Associates
Florida
$1.35M +$112K +4,468 +9%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.26M -$204K -8,164 -14%
SPA
36
Sentinel Pension Advisors
Massachusetts
$1.23M +$7.16K +286 +0.6%
LPT
37
Legacy Private Trust
Wisconsin
$1.22M – – –
SWMG
38
Signature Wealth Management Group
Georgia
$1.19M +$18.2K +729 +2%
SSB
39
Sandy Spring Bank
Maryland
$1.06M +$75.6K +3,021 +8%
CCM
40
Coldstream Capital Management
Washington
$1.05M +$450K +17,985 +76%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.04M +$30.3K +1,210 +3%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.04M +$726K +29,029 +235%
EPW
43
Evergreen Private Wealth
Colorado
$934K +$21.3K +853 +2%
NDSI
44
Newman Dignan & Sheerar Inc
Rhode Island
$918K – – –
CIA
45
Capital Investment Advisors
Georgia
$912K +$143K +5,707 +19%
GT
46
Glenview Trust
Kentucky
$911K +$97.2K +3,885 +12%
Stifel Financial
47
Stifel Financial
Missouri
$898K +$347K +13,880 +63%
SWP
48
Stratos Wealth Partners
Ohio
$855K +$451K +18,024 +112%
BSAM
49
Blue Square Asset Management
New York
$844K -$43.7K -1,745 -5%
CIAS
50
CFS Investment Advisory Services
New Jersey
$836K -$328K -13,123 -28%
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