We are live on ! Find out more
IBMQ icon

iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

123 hedge funds and large institutions have $316M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

66% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 32

12% more capital invested

Capital invested by funds: $283M → $316M (+$32.8M)

6% more funds holding

Funds holding: 116 → 123 (+7)

0.64% less ownership

Funds ownership: 88.33% → 87.69% (-0.64%)

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
53
Reduced
32
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$6.71M
2
HCM
Howland Capital Management
Massachusetts
+$2.53M
3
Bank of America
Bank of America
North Carolina
+$2.36M
4
LIA
LBMC Investment Advisors
Tennessee
+$1.81M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
KCM
Kathmere Capital Management
Pennsylvania
-$1.48M
2
Jane Street
Jane Street
New York
-$1.11M
3
CA
Crumly & Associates
Illinois
-$544K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$438K
5
OMC
Old Mission Capital
Illinois
-$320K
Name Holding Trade Value Shares
Change 		Change in
Stake
REMPR
51
Roof Eidam Maycock Peralta (REMP)
California
$811K +$1.06K +42 +0.1%
CIAS
52
CFS Investment Advisory Services
New Jersey
$802K -$53.6K -2,115 -6%
SCA
53
Snowden Capital Advisors
New York
$795K – – –
GWMR
54
GC Wealth Management RIA
Massachusetts
$763K +$160K +6,300 +27%
SWP
55
Stratos Wealth Partners
Ohio
$723K -$152K -5,976 -17%
PSIWM
56
Paradigm Strategies in Wealth Management
Minnesota
$698K -$92.6K -3,651 -12%
IA
57
IFP Advisors
Florida
$695K -$38.5K -1,519 -5%
Lido Advisors
58
Lido Advisors
California
$685K +$348K +13,742 +106%
BEI
59
Benjamin Edwards Inc
Missouri
$673K +$666K +26,249 New
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$622K -$438K -17,277 -42%
KA
61
Klingman & Associates
New York
$622K -$103K -4,047 -14%
PFM
62
Phillips Financial Management
Indiana
$597K – – –
LIM
63
Leavell Investment Management
Alabama
$529K +$313K +12,326 +148%
C1AG
64
Client 1st Advisory Group
Florida
$511K – – –
GSIAS
65
Garden State Investment Advisory Services
New Jersey
$498K – – –
ST
66
Spinnaker Trust
Maine
$491K +$24.1K +950 +5%
AIP
67
Ameritas Investment Partners
Nebraska
$474K -$49.3K -1,944 -10%
EWS
68
Evergreen Wealth Solutions
Pennsylvania
$470K -$66.3K -2,615 -12%
VA
69
Valmark Advisers
Ohio
$449K -$58K -2,287 -12%
BPA
70
Beacon Pointe Advisors
California
$443K +$1.06K +42 +0.2%
Jane Street
71
Jane Street
New York
$432K -$1.11M -43,785 -72%
ECM
72
Exchange Capital Management
Michigan
$429K +$91.5K +3,610 +27%
TA
73
TPG Advisors
Illinois
$424K -$49K -1,931 -10%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$411K +$659 +26 +0.2%
KAS
75
Kestra Advisory Services
Texas
$404K -$296K -11,688 -43%
1 2
3
4 5

IBMQ Hedge Fund Activity: Q3 2024 in Review

123 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q3 2024, worth a combined $316M — up 12% from $283M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMQ positions and 4 closed out — a net gain of 8 holders — while 53 added to existing stakes and 32 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $6.71M. The largest seller was Kathmere Capital Management, cutting an estimated $1.48M.

  • 123 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q3 2024, up from 116 in Q2 2024.
  • Funds reported $316M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q3 2024 and 4 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q3 2024 was HighTower Advisors, an estimated $6.71M added.
  • The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q3 2024 was Kathmere Capital Management, an estimated $1.48M sold.

Based on aggregated 13F filings for Q3 2024.