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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

66 hedge funds and large institutions have $117M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
34
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$5.68M
2
GA
2
Gateway Advisory
New Jersey
$1.35M
3
Bank of America
3
Bank of America
North Carolina
$7.41M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.1M
5
US Bancorp
5
US Bancorp
Minnesota
$7.95M

Top Sellers

1
SVWAG
1
Sound View Wealth Advisors Group
Georgia
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.54M
4
Wells Fargo
4
Wells Fargo
California
$5.87M
5
CIM
5
Confluence Investment Management
Missouri
$306K
Name Market Value Shares Shares
Change 		Shares
Change %
NDSI
51
Newman Dignan & Sheerar Inc
Rhode Island
$256K 10,004 +1,959 +24%
PSIWM
52
Paradigm Strategies in Wealth Management
Minnesota
$254K 9,904 +390 +4%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$230K 9,000 +9,000 New
CG
54
Colony Group
Massachusetts
$222K 8,675 +8,675 New
MA
55
MONECO Advisors
Connecticut
$201K 7,833 +7,833 New
BONH
56
Bank of New Hampshire
New Hampshire
$169K 6,620 -400 -6%
HI
57
Harbour Investments
Wisconsin
$74.6K 2,916 +6 +0.2%
ADL
58
Asset Dedication LLC
California
$52K 2,004 – –
BFEC
59
Benjamin F. Edwards & Company
Missouri
$42K 1,628 -11,088 -87%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$42K 1,647 +1,647 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$28.2K 1,100 – –
VCM
62
Vigilant Capital Management
Maine
$17K 650 – –
SC
63
Stephens Consulting
Michigan
$8.01K 313 – –
BlackRock
64
BlackRock
New York
$1.49K 58 – –
AAS
65
Ameritas Advisory Services
Nebraska
$1.48K 58 +58 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$983 38,423 +22,684 +144%
SVWAG
67
Sound View Wealth Advisors Group
Georgia
– – -81,164 Closed
Stifel Financial
68
Stifel Financial
Missouri
– – -60,292 Closed
BPA
69
Beacon Pointe Advisors
California
– – -9,246 Closed
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
– – -3,738 Closed
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
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3