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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

72 hedge funds and large institutions have $154M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
39
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$15.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.6M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$7.04M
4
CG
4
Colony Group
Massachusetts
$818K
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$15.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.07M
2
Ameriprise
2
Ameriprise
Minnesota
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.88M
4
MPWT
4
MassMutual Private Wealth & Trust
Connecticut
$3.4K
5
IA
5
IFP Advisors
Florida
$199K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
51
Peloton Wealth Strategists
Indiana
$302K – – –
CCM
52
Coldstream Capital Management
Washington
$284K +$284K +11,286 New
PSIWM
53
Paradigm Strategies in Wealth Management
Minnesota
$274K +$24.7K +983 +10%
CAN
54
Cetera Advisor Networks
California
$272K +$272K +10,820 New
WCM
55
WealthBridge Capital Management
Ohio
$271K +$10.6K +421 +4%
NDSI
56
Newman Dignan & Sheerar Inc
Rhode Island
$252K – – –
Baird Financial Group
57
Baird Financial Group
Wisconsin
$252K -$27.6K -1,097 -10%
SVWAG
58
Sound View Wealth Advisors Group
Georgia
$235K +$235K +9,351 New
IA
59
IFP Advisors
Florida
$199K -$443K -17,590 -69%
BONH
60
Bank of New Hampshire
New Hampshire
$167K – – –
PA
61
Parallel Advisors
California
$138K +$138K +5,500 New
BFEC
62
Benjamin F. Edwards & Company
Missouri
$91K +$50.2K +2,000 +123%
HI
63
Harbour Investments
Wisconsin
$73.6K +$201 +8 +0.3%
BWM
64
BerganKDV Wealth Management
Minnesota
$66.1K +$66.1K +2,628 New
ADL
65
Asset Dedication LLC
California
$51K – – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$50K +$8.62K +343 +21%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$27.7K – – –
SPIA
68
Steward Partners Investment Advisory
New York
$18.3K +$18.3K +727 New
VCM
69
Vigilant Capital Management
Maine
$16K – – –
SC
70
Stephens Consulting
Michigan
$7.88K – – –
MPWT
71
MassMutual Private Wealth & Trust
Connecticut
$3.4K -$469K -18,643 -99%
BlackRock
72
BlackRock
New York
$1.51K +$50 +2 +3%
MA
73
MONECO Advisors
Connecticut
– -$201K -7,833 Closed
AAS
74
Ameritas Advisory Services
Nebraska
– -$1.48K -58 Closed
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