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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
IBMQ
101 hedge funds and large institutions have $263M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
211% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 9
147% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 17
46% more capital invested
Capital invested by funds: $180M → $263M (+$83M)
22% more funds holding
Funds holding: 83 → 101 (+18)
2.08% more ownership
Funds ownership: 87.35% → 89.43% (+2.1%)
Holders
101
Holders Change
+18
Holders Change %
+21.69%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
42
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$12.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.43M |
| 3 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$7.63M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.42M |
| 5 |
Goldman Sachs
New York
|
+$4.94M |
Top Sellers
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$8M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.87M |
| 3 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$1.47M |
| 4 |
Jane Street
New York
|
-$919K |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$857K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MPWT
101
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $3.46K | – | – | – |
|
|
102
Corient Private Wealth
Miami,
Florida
| – | -$8M | -327,620 | Closed |
|
|
GBWM
103
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| – | -$1.47M | -58,500 | Closed |
|
|
MLA
104
MB, Levis & Associates
Center Valley,
Pennsylvania
| – | -$468K | -19,161 | Closed |
|
|
FTUS
105
Flow Traders U.S.
New York
| – | -$320K | -13,117 | Closed |
|
|
CAN
106
Cetera Advisor Networks
El Segundo,
California
| – | -$236K | -9,650 | Closed |
|
107
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$224K | -9,180 | Closed |
|
108
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$220K | -9,000 | Closed |
|
|
BBHC
109
Brown Brothers Harriman & Co
New York
| – | -$105K | -4,294 | Closed |
|
|
SSWM
110
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| – | -$24.4K | -1,000 | Closed |
|