We are live on ! Find out more
IBMQ icon

iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

45 hedge funds and large institutions have $72M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

7% more funds holding

Funds holding: 42 → 45 (+3)

2.3% less ownership

Funds ownership: 108.53% → 106.23% (-2.3%)

5% less capital invested

Capital invested by funds: $76.1M → $72M (-$4.14M)

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$12.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.38M
3
Ameriprise
Ameriprise
Minnesota
+$2.85M
4
Bank of America
Bank of America
North Carolina
+$2.75M
5
APA
American Portfolios Advisors
New York
+$1.17M

Top Sellers

1
Jane Street
Jane Street
New York
-$18.2M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$2.23M
3
F4L
Fortune 45 LLC
Louisiana
-$356K
4
HighTower Advisors
HighTower Advisors
Illinois
-$284K
5
FTUS
Flow Traders U.S.
New York
-$247K
Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$12.4M +$12.8M +510,818 New
CIM
2
Confluence Investment Management
Missouri
$6.16M -$234K -9,298 -4%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.84M -$284K -11,295 -4%
Bank of America
4
Bank of America
North Carolina
$5.62M +$2.75M +109,436 +89%
US Bancorp
5
US Bancorp
Minnesota
$3.58M +$15.4K +614 +0.4%
PWM
6
Praetorian Wealth Management
California
$3.58M +$284K +11,295 +8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.54M +$3.38M +134,281 +1,096%
Jane Street
8
Jane Street
New York
$3.04M -$18.2M -721,894 -85%
Ameriprise
9
Ameriprise
Minnesota
$2.74M +$2.85M +113,278 New
UBS Group
10
UBS Group
Switzerland
$2.71M +$292K +11,610 +12%
Morgan Stanley
11
Morgan Stanley
New York
$2.66M +$713K +28,344 +35%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.42M -$88.6K -3,524 -3%
Wells Fargo
13
Wells Fargo
California
$2.18M +$83.5K +3,322 +4%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$2.03M +$223K +8,875 +12%
LPT
15
Legacy Private Trust
Wisconsin
$1.52M +$15.7K +624 +1%
LPL Financial
16
LPL Financial
California
$1.52M +$52.7K +2,096 +3%
Stifel Financial
17
Stifel Financial
Missouri
$1.47M +$80.4K +3,199 +6%
APA
18
American Portfolios Advisors
New York
$1.13M +$1.17M +46,684 New
FTUS
19
Flow Traders U.S.
New York
$614K -$247K -9,804 -28%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$611K +$305K +12,141 +93%
AIP
21
Ameritas Investment Partners
Nebraska
$608K +$28.5K +1,135 +5%
SSB
22
Sandy Spring Bank
Maryland
$547K +$31.9K +1,270 +6%
RHP
23
Royal Harbor Partners
Texas
$523K +$544K +21,624 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$450K +$468K +18,632 New
CPIA
25
Cornell Pochily Investment Advisors
New York
$432K +$1.08K +43 +0.2%
1
2