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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
IBMQ
83 hedge funds and large institutions have $180M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 18
17% more capital invested
Capital invested by funds: $154M → $180M (+$26.3M)
15% more funds holding
Funds holding: 72 → 83 (+11)
2.42% more ownership
Funds ownership: 84.94% → 87.35% (+2.4%)
Holders
83
Holders Change
+11
Holders Change %
+15.28%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
36
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.26M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$5.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.67M |
| 4 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
+$3.03M |
| 5 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$2.67M |
Top Sellers
| 1 |
Jane Street
New York
|
-$1.75M |
| 2 |
Morgan Stanley
New York
|
-$379K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$311K |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$284K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$280K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ADL
76
Asset Dedication LLC
San Francisco,
California
| $48K | – | – | – |
|
|
SPIA
77
Steward Partners Investment Advisory
New York
| $37.2K | +$19.9K | +798 | +110% |
|
78
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $26.9K | – | – | – |
|
|
SSWM
79
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $24.4K | +$24.9K | +1,000 | New |
|
|
SC
80
Stephens Consulting
Flint,
Michigan
| $7.64K | – | – | – |
|
|
AA
81
Addison Advisors
Middlebury,
Vermont
| $4.88K | +$4.99K | +200 | New |
|
|
MPWT
82
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $3.29K | – | – | – |
|
83
BlackRock
New York
| $1.47K | – | – | – |
|
|
CCM
84
Coldstream Capital Management
Bellevue,
Washington
| – | -$284K | -11,286 | Closed |
|
|
IA
85
IFP Advisors
Tampa,
Florida
| – | -$199K | -7,916 | Closed |
|