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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

21 hedge funds and large institutions have $29M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIM
1
Confluence Investment Management
Missouri
$5.31M
2
Jane Street
2
Jane Street
New York
$6.73M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.95M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$860K
5
Citadel Advisors
5
Citadel Advisors
Florida
$651K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$286K
2
FTUS
2
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
1
Heartwood Wealth Advisors
Virginia
$10.2M 388,857 +10,679 +3%
Jane Street
2
Jane Street
New York
$6.73M 256,545 +179,034 +231%
CIM
3
Confluence Investment Management
Missouri
$5.31M 202,464 +202,464 New
Morgan Stanley
4
Morgan Stanley
New York
$1.95M 74,301 +69,501 +1,448%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$860K 33,476 +33,476 New
Citadel Advisors
6
Citadel Advisors
Florida
$651K 24,821 +24,821 New
RJA
7
Raymond James & Associates
Florida
$530K 20,213 +11,455 +131%
UBS Group
8
UBS Group
Switzerland
$456K 17,408 +2,446 +16%
Stifel Financial
9
Stifel Financial
Missouri
$428K 16,368 +380 +2%
PWS
10
Peloton Wealth Strategists
Indiana
$367K 14,000 +2,000 +17%
BPA
11
Beacon Pointe Advisors
California
$292K 11,160 +11,160 New
Wells Fargo
12
Wells Fargo
California
$286K 10,893 -37,198 -77%
ADL
13
Asset Dedication LLC
California
$223K 8,530 +8,239 +2,831%
COF
14
Capital One Financial
Virginia
$202K 7,715 +7,715 New
Bank of America
15
Bank of America
North Carolina
$159K 6,026 +4,329 +255%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$139K 5,285 +56 +1%
CTC
17
Central Trust Company
Missouri
$66K 2,500 +500 +25%
SSB
18
Sandy Spring Bank
Maryland
$35K 1,325 +1,325 New
AIP
19
Ameritas Investment Partners
Nebraska
$31K 1,200 +550 +85%
TF
20
TimeScale Financial
Massachusetts
$31K 1,210 +1,210 New
BEI
21
Benjamin Edwards Inc
Missouri
$4K 156 +156 New
FTUS
22
Flow Traders U.S.
New York
– – -23,889 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
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