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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

60 hedge funds and large institutions have $106M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

47% more capital invested

Capital invested by funds: $72M → $106M (+$34M)

33% more funds holding

Funds holding: 45 → 60 (+15)

22.68% less ownership

Funds ownership: 106.23% → 83.55% (-23%)

Holders
60
Holders Change
+15
Holders Change %
+33.33%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
24
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
Hengehold Capital Management
Ohio
+$9.2M
2
HWA
Heartwood Wealth Advisors
Virginia
+$4.28M
3
Wells Fargo
Wells Fargo
California
+$3.93M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.63M
5
US Bancorp
US Bancorp
Minnesota
+$3.08M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$5.65M
2
Jane Street
Jane Street
New York
-$1.57M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$1.24M
4
FTUS
Flow Traders U.S.
New York
-$614K
5
HighTower Advisors
HighTower Advisors
Illinois
-$457K
Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
51
Newman Dignan & Sheerar Inc
Rhode Island
$202K +$199K +8,045 New
BONH
52
Bank of New Hampshire
New Hampshire
$176K – – –
CTC
53
Central Trust Company
Missouri
$162K +$97.6K +3,955 +158%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$93K +$444 +18 +0.5%
HI
55
Harbour Investments
Wisconsin
$73K +$28.2K +1,144 +65%
ADL
56
Asset Dedication LLC
California
$50K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$27.6K +$27.2K +1,100 New
VCM
58
Vigilant Capital Management
Maine
$16K – – –
SC
59
Stephens Consulting
Michigan
$7.86K – – –
BlackRock
60
BlackRock
New York
$1.46K – – –
FTUS
61
Flow Traders U.S.
New York
– -$614K -25,378 Closed
OMC
62
Old Mission Capital
Illinois
– -$245K -10,136 Closed
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