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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

113 hedge funds and large institutions have $281M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
113
Holders Change
+12
Holders Change %
+11.88%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
53
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$8.77M
2
LIA
2
LBMC Investment Advisors
Tennessee
$2.5M
3
QFA
3
Quantum Financial Advisors
California
$1.74M
4
Jane Street
4
Jane Street
New York
$2.96M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$17.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$400K
2
Morgan Stanley
2
Morgan Stanley
New York
$4.09M
3
CA
3
Crumly & Associates
Illinois
$6.07M
4
Ameriprise
4
Ameriprise
Minnesota
$1.92M
5
SWA
5
Stratos Wealth Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RHP
51
Royal Harbor Partners
Texas
$788K -$33.3K -1,319 -4%
SCA
52
Snowden Capital Advisors
New York
$783K +$783K +31,000 New
CIA
53
Capital Investment Advisors
Georgia
$777K +$32.7K +1,293 +4%
IA
54
IFP Advisors
Florida
$718K +$48.8K +1,932 +7%
LNC
55
Lincoln National Corp
Pennsylvania
$713K +$713K +28,202 New
APP
56
Avantax Planning Partners
Iowa
$680K +$680K +26,899 New
IWC
57
Integrated Wealth Concepts
Massachusetts
$670K +$436K +17,247 +186%
PSIWM
58
Paradigm Strategies in Wealth Management
Minnesota
$644K -$18.3K -723 -3%
CA
59
Cetera Advisors
Colorado
$619K +$619K +24,500 New
CCM
60
Coldstream Capital Management
Washington
$601K +$601K +23,786 New
SCA
61
Stonebridge Capital Advisors
Minnesota
$573K -$134K -5,300 -19%
FFA
62
Farther Finance Advisors
California
$569K +$569K +22,590 New
KAS
63
Kestra Advisory Services
Texas
$566K +$206K +8,139 +57%
Stifel Financial
64
Stifel Financial
Missouri
$556K +$29.6K +1,173 +6%
GWMR
65
GC Wealth Management RIA
Massachusetts
$553K +$553K +21,887 New
FA
66
FF Advisors
California
$546K +$268K +10,621 +97%
AIP
67
Ameritas Investment Partners
Nebraska
$516K +$101 +4 +0%
C1AG
68
Client 1st Advisory Group
Florida
$503K – – –
EWS
69
Evergreen Wealth Solutions
Pennsylvania
$453K +$10.9K +431 +2%
VA
70
Valmark Advisers
Ohio
$449K -$57.8K -2,287 -11%
BPA
71
Beacon Pointe Advisors
California
$442K +$243K +9,606 +122%
PFM
72
Phillips Financial Management
Indiana
$437K -$169K -6,668 -28%
ST
73
Spinnaker Trust
Maine
$436K +$436K +17,255 New
SWP
74
Stratos Wealth Partners
Ohio
$408K +$379 +15 +0.1%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$406K -$458K -18,129 -53%
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