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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

60 hedge funds and large institutions have $106M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

47% more capital invested

Capital invested by funds: $72M → $106M (+$34M)

33% more funds holding

Funds holding: 45 → 60 (+15)

22.68% less ownership

Funds ownership: 106.23% → 83.55% (-23%)

Holders
60
Holders Change
+15
Holders Change %
+33.33%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
24
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
Hengehold Capital Management
Ohio
+$9.2M
2
HWA
Heartwood Wealth Advisors
Virginia
+$4.28M
3
Wells Fargo
Wells Fargo
California
+$3.93M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.63M
5
US Bancorp
US Bancorp
Minnesota
+$3.08M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$5.65M
2
Jane Street
Jane Street
New York
-$1.57M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$1.24M
4
FTUS
Flow Traders U.S.
New York
-$614K
5
HighTower Advisors
HighTower Advisors
Illinois
-$457K
Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$14.4M +$1.54M +62,185 +12%
HCM
2
Hengehold Capital Management
Ohio
$9.36M +$9.2M +372,816 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.37M +$3.63M +147,103 +100%
US Bancorp
4
US Bancorp
Minnesota
$6.85M +$3.08M +124,940 +84%
Wells Fargo
5
Wells Fargo
California
$6.25M +$3.93M +159,197 +177%
Bank of America
6
Bank of America
North Carolina
$6.05M +$211K +8,561 +4%
HighTower Advisors
7
HighTower Advisors
Illinois
$5.6M -$457K -18,508 -8%
PWM
8
Praetorian Wealth Management
California
$4.46M +$728K +29,494 +20%
HWA
9
Heartwood Wealth Advisors
Virginia
$4.35M +$4.28M +173,300 New
Ameriprise
10
Ameriprise
Minnesota
$4.16M +$1.3M +52,462 +46%
UBS Group
11
UBS Group
Switzerland
$3.45M +$628K +25,431 +23%
Morgan Stanley
12
Morgan Stanley
New York
$2.6M -$160K -6,500 -6%
LPL Financial
13
LPL Financial
California
$2.55M +$962K +38,990 +62%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.29M -$212K -8,596 -9%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.27M +$2.23M +90,432 New
SVWAG
16
Sound View Wealth Advisors Group
Georgia
$2.08M +$2M +81,164 New
LPT
17
Legacy Private Trust
Wisconsin
$1.6M +$15.6K +630 +1%
Jane Street
18
Jane Street
New York
$1.56M -$1.57M -63,420 -50%
Stifel Financial
19
Stifel Financial
Missouri
$1.51M -$10.2K -412 -0.7%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$988K +$349K +14,124 +56%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$960K +$945K +38,271 New
SWA
22
Stratos Wealth Advisors
Ohio
$886K +$872K +35,307 New
SWMG
23
Signature Wealth Management Group
Georgia
$863K +$514K +20,827 +154%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$846K -$1.24M -50,269 -60%
IA
25
IFP Advisors
Florida
$832K +$499K +20,217 +155%
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