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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

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.

Holders
60
Holders Change
+15
Holders Change %
+33.33%
% of All Funds
0.97%
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
1
Hengehold Capital Management
Ohio
$9.36M
2
HWA
2
Heartwood Wealth Advisors
Virginia
$4.35M
3
Wells Fargo
3
Wells Fargo
California
$6.25M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.37M
5
US Bancorp
5
US Bancorp
Minnesota
$6.85M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$644K
2
Jane Street
2
Jane Street
New York
$1.56M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$846K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$5.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$14.4M 573,003 +62,185 +12%
HCM
2
Hengehold Capital Management
Ohio
$9.36M 372,816 +372,816 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.37M 293,638 +147,103 +100%
US Bancorp
4
US Bancorp
Minnesota
$6.85M 273,089 +124,940 +84%
Wells Fargo
5
Wells Fargo
California
$6.25M 249,178 +159,197 +177%
Bank of America
6
Bank of America
North Carolina
$6.05M 240,964 +8,561 +4%
HighTower Advisors
7
HighTower Advisors
Illinois
$5.6M 223,165 -18,508 -8%
PWM
8
Praetorian Wealth Management
California
$4.46M 177,637 +29,494 +20%
HWA
9
Heartwood Wealth Advisors
Virginia
$4.35M 173,300 +173,300 New
Ameriprise
10
Ameriprise
Minnesota
$4.16M 165,740 +52,462 +46%
UBS Group
11
UBS Group
Switzerland
$3.45M 137,591 +25,431 +23%
Morgan Stanley
12
Morgan Stanley
New York
$2.6M 103,422 -6,500 -6%
LPL Financial
13
LPL Financial
California
$2.55M 101,680 +38,990 +62%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.29M 91,345 -8,596 -9%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.27M 90,432 +90,432 New
SVWAG
16
Sound View Wealth Advisors Group
Georgia
$2.08M 81,164 +81,164 New
LPT
17
Legacy Private Trust
Wisconsin
$1.6M 63,566 +630 +1%
Jane Street
18
Jane Street
New York
$1.56M 62,314 -63,420 -50%
Stifel Financial
19
Stifel Financial
Missouri
$1.51M 60,292 -412 -0.7%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$988K 39,386 +14,124 +56%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$960K 38,271 +38,271 New
SWA
22
Stratos Wealth Advisors
Ohio
$886K 35,307 +35,307 New
SWMG
23
Signature Wealth Management Group
Georgia
$863K 34,383 +20,827 +154%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$846K 33,705 -50,269 -60%
IA
25
IFP Advisors
Florida
$832K 33,229 +20,217 +155%
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