IBMQ icon

iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

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.

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
1
Wilbanks Smith & Thomas Asset Management
Virginia
$12.4M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.55M
3
Ameriprise
3
Ameriprise
Minnesota
$2.74M
4
Bank of America
4
Bank of America
North Carolina
$5.62M
5
APA
5
American Portfolios Advisors
New York
$1.13M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.04M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
F4L
3
Fortune 45 LLC
Louisiana
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$5.84M
5
FTUS
5
Flow Traders U.S.
New York
$614K
Name Market Value Shares Shares
Change 		Shares
Change %
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$12.4M 510,818 +510,818 New
CIM
2
Confluence Investment Management
Missouri
$6.16M 254,405 -9,298 -4%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.84M 241,673 -11,295 -4%
Bank of America
4
Bank of America
North Carolina
$5.62M 232,403 +109,436 +89%
US Bancorp
5
US Bancorp
Minnesota
$3.58M 148,149 +614 +0.4%
PWM
6
Praetorian Wealth Management
California
$3.58M 148,143 +11,295 +8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.55M 146,535 +134,281 +1,096%
Jane Street
8
Jane Street
New York
$3.04M 125,734 -721,894 -85%
Ameriprise
9
Ameriprise
Minnesota
$2.74M 113,278 +113,278 New
UBS Group
10
UBS Group
Switzerland
$2.71M 112,160 +11,610 +12%
Morgan Stanley
11
Morgan Stanley
New York
$2.66M 109,922 +28,344 +35%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.42M 99,941 -3,524 -3%
Wells Fargo
13
Wells Fargo
California
$2.18M 89,981 +3,322 +4%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$2.03M 83,974 +8,875 +12%
LPT
15
Legacy Private Trust
Wisconsin
$1.52M 62,936 +624 +1%
LPL Financial
16
LPL Financial
California
$1.52M 62,690 +2,096 +3%
Stifel Financial
17
Stifel Financial
Missouri
$1.47M 60,704 +3,199 +6%
APA
18
American Portfolios Advisors
New York
$1.13M 46,684 +46,684 New
FTUS
19
Flow Traders U.S.
New York
$614K 25,378 -9,804 -28%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$611K 25,262 +12,141 +93%
AIP
21
Ameritas Investment Partners
Nebraska
$608K 25,168 +1,135 +5%
SSB
22
Sandy Spring Bank
Maryland
$547K 22,625 +1,270 +6%
RHP
23
Royal Harbor Partners
Texas
$523K 21,624 +21,624 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$450K 18,632 +18,632 New
CPIA
25
Cornell Pochily Investment Advisors
New York
$432K 17,872 +43 +0.2%
1
2