We are live on ! Find out more
IBMQ icon

iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

8 hedge funds and large institutions have $7.73M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

451% more capital invested

Capital invested by funds: $1.4M → $7.73M (+$6.33M)

167% more funds holding

Funds holding: 3 → 8 (+5)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

3.13% less ownership

Funds ownership: 35.95% → 32.82% (-3.1%)

Holders
8
Holders Change
+5
Holders Change %
+166.67%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIM
Confluence Investment Management
Missouri
+$5.05M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$996K
3
Wells Fargo
Wells Fargo
California
+$512K
4
Stifel Financial
Stifel Financial
Missouri
+$335K
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$143K

Top Sellers

1
Jane Street
Jane Street
New York
-$515K
2
PWS
Peloton Wealth Strategists
Indiana
-$272K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$5.06M +$5.05M +193,119 New
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$997K +$996K +38,090 New
Jane Street
3
Jane Street
New York
$623K -$515K -19,709 -45%
Wells Fargo
4
Wells Fargo
California
$523K +$512K +19,568 +4,583%
Stifel Financial
5
Stifel Financial
Missouri
$336K +$335K +12,825 New
BFEC
6
Benjamin F. Edwards & Company
Missouri
$143K +$143K +5,471 New
CTC
7
Central Trust Company
Missouri
$52K +$52.3K +2,000 New
BEI
8
Benjamin Edwards Inc
Missouri
$2K +$1.86K +71 New
PWS
9
Peloton Wealth Strategists
Indiana
– -$272K -10,000 Closed