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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

72 hedge funds and large institutions have $154M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
39
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$15.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.6M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$7.04M
4
CG
4
Colony Group
Massachusetts
$818K
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$15.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.07M
2
Ameriprise
2
Ameriprise
Minnesota
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.88M
4
MPWT
4
MassMutual Private Wealth & Trust
Connecticut
$3.4K
5
IA
5
IFP Advisors
Florida
$199K
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$15.3M 606,364 +590,964 +3,837%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$15.2M 605,617 +22,099 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.6M 582,064 +582,064 New
HCM
4
Hengehold Capital Management
Ohio
$9.45M 375,620 +1,405 +0.4%
US Bancorp
5
US Bancorp
Minnesota
$8.16M 324,232 +13,593 +4%
Bank of America
6
Bank of America
North Carolina
$7.78M 309,029 +19,730 +7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.6M 301,891 +283 +0.1%
Corient Private Wealth
8
Corient Private Wealth
Florida
$7.04M 279,838 +279,838 New
Wells Fargo
9
Wells Fargo
California
$6.16M 245,013 +15,580 +7%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.71M 227,071 +10,454 +5%
PWM
11
Praetorian Wealth Management
California
$5.45M 216,550 +5,995 +3%
HWA
12
Heartwood Wealth Advisors
Virginia
$5.04M 200,451 +11,436 +6%
UBS Group
13
UBS Group
Switzerland
$4.28M 170,189 +5,614 +3%
Jane Street
14
Jane Street
New York
$4.07M 161,645 -60,363 -27%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.93M 116,302 -1,912 -2%
LPL Financial
16
LPL Financial
California
$2.84M 112,849 +79 +0.1%
Ameriprise
17
Ameriprise
Minnesota
$2.72M 108,208 -55,701 -34%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$2.09M 83,136 +1,033 +1%
Morgan Stanley
19
Morgan Stanley
New York
$1.88M 74,733 -35,820 -32%
GA
20
Gateway Advisory
New Jersey
$1.46M 57,836 +5,248 +10%
LPT
21
Legacy Private Trust
Wisconsin
$1.45M 57,476 -6,090 -10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.24M 49,245 -11,042 -18%
KA
23
Klingman & Associates
New York
$1.14M 45,162 +11,624 +35%
RHP
24
Royal Harbor Partners
Texas
$1.02M 40,697 +7,948 +24%
SWA
25
Stratos Wealth Advisors
Ohio
$1.01M 40,064 -242 -0.6%
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