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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

131 hedge funds and large institutions have $355M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
131
Holders Change
+9
Holders Change %
+7.38%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
57
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$44.2M
2
Raymond James Financial
2
Raymond James Financial
Florida
$9.77M
3
NA
3
NewEdge Advisors
Louisiana
$9.32M
4
CIA
4
Covington Investment Advisors
Pennsylvania
$6.04M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.99M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$17.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
EFP
3
Envision Financial Planning
Tennessee
$2.37M
4
Wells Fargo
4
Wells Fargo
California
$15.5M
5
WWM
5
WJ Wealth Management
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$2.69M 106,716 +6,791 +7%
Stifel Financial
27
Stifel Financial
Missouri
$2.46M 97,826 +3,126 +3%
EFP
28
Envision Financial Planning
Tennessee
$2.37M 94,202 -40,710 -30%
UCFA
29
United Capital Financial Advisors
Texas
$2.27M 90,139 +6,167 +7%
CWP
30
Cyndeo Wealth Partners
Florida
$2.23M 88,370 +88,370 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.11M 83,637 +33,574 +67%
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$2.04M 80,919 -62 -0.1%
WIC
33
Woodmont Investment Counsel
Tennessee
$1.96M 77,909 +4,293 +6%
QFA
34
Quantum Financial Advisors
California
$1.96M 77,853 +4,281 +6%
CCM
35
Coldstream Capital Management
Washington
$1.86M 73,805 +30,079 +69%
IWC
36
Integrated Wealth Concepts
Massachusetts
$1.6M 63,593 +25,915 +69%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$1.48M 58,935 +3,836 +7%
LPT
38
Legacy Private Trust
Wisconsin
$1.46M 58,023 +9,360 +19%
CA
39
Crumly & Associates
Illinois
$1.38M 54,661 -2,390 -4%
VA
40
Valmark Advisers
Ohio
$1.36M 53,998 +36,492 +208%
SSB
41
Sandy Spring Bank
Maryland
$1.35M 53,702 +7,726 +17%
SPA
42
Sentinel Pension Advisors
Massachusetts
$1.28M 50,699 +1,388 +3%
Lido Advisors
43
Lido Advisors
California
$1.25M 49,609 +22,884 +86%
CIA
44
Capital Investment Advisors
Georgia
$1.24M 49,129 +10,268 +26%
NA
45
Nestegg Advisors
New York
$1.19M 47,218 +47,218 New
SWMG
46
Signature Wealth Management Group
Georgia
$1.19M 47,274 +1,602 +4%
ST
47
Spinnaker Trust
Maine
$1.09M 43,245 +24,095 +126%
GHA
48
Granite Harbor Advisors
Texas
$1.08M 42,710 +29,515 +224%
EPW
49
Evergreen Private Wealth
Colorado
$1.03M 40,794 +4,157 +11%
NDSI
50
Newman Dignan & Sheerar Inc
Rhode Island
$991K 39,366 – –
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