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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

122 hedge funds and large institutions have $316M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 4 closing their positions.

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
53
Reduced
32
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$17.1M
2
HCM
2
Howland Capital Management
Massachusetts
$4.37M
3
Bank of America
3
Bank of America
North Carolina
$28.7M
4
LIA
4
LBMC Investment Advisors
Tennessee
$5.54M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.76M

Top Sellers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$16.3M
2
Jane Street
2
Jane Street
New York
$432K
3
CA
3
Crumly & Associates
Illinois
$1.46M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$622K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$2.56M +$29.3K +1,144 +1%
Stifel Financial
27
Stifel Financial
Missouri
$2.43M +$1.51M +58,802 +164%
UCFA
28
United Capital Financial Advisors
Texas
$2.15M -$46.8K -1,825 -2%
SVWAG
29
Sound View Wealth Advisors Group
Georgia
$2.08M +$99.3K +3,873 +5%
WIC
30
Woodmont Investment Counsel
Tennessee
$1.89M +$490K +19,116 +35%
QFA
31
Quantum Financial Advisors
California
$1.89M +$100K +3,906 +6%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$1.76M +$1.76M +68,495 New
RJA
33
Raymond James & Associates
Florida
$1.55M +$164K +6,412 +12%
Osaic Holdings
34
Osaic Holdings
Arizona
$1.52M +$461K +17,991 +43%
CA
35
Crumly & Associates
Illinois
$1.46M -$550K -21,440 -27%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$1.41M – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.28M -$4.74K -185 -0.4%
SPA
38
Sentinel Pension Advisors
Massachusetts
$1.26M +$7.33K +286 +0.6%
LPT
39
Legacy Private Trust
Wisconsin
$1.25M – – –
SSB
40
Sandy Spring Bank
Maryland
$1.18M +$90.6K +3,536 +8%
SWMG
41
Signature Wealth Management Group
Georgia
$1.17M -$43.7K -1,706 -4%
CCM
42
Coldstream Capital Management
Washington
$1.12M +$50.1K +1,955 +5%
NDSI
43
Newman Dignan & Sheerar Inc
Rhode Island
$997K +$68.1K +2,690 +7%
CIA
44
Capital Investment Advisors
Georgia
$996K +$61.4K +2,397 +7%
IWC
45
Integrated Wealth Concepts
Massachusetts
$966K +$286K +11,145 +42%
WWM
46
WJ Wealth Management
Arizona
$950K +$950K +37,061 New
EPW
47
Evergreen Private Wealth
Colorado
$939K -$17.6K -687 -2%
GT
48
Glenview Trust
Kentucky
$933K – – –
CIM
49
Confluence Investment Management
Missouri
$862K +$579K +22,581 +204%
BSAM
50
Blue Square Asset Management
New York
$835K -$29.4K -1,149 -3%
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