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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Overview Fund Activity

83 hedge funds and large institutions have $180M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 2 closing their positions.

Holders
83
Holders Change
+11
Holders Change %
+15.28%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
36
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$13.7M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.6M
3
Wells Fargo
3
Wells Fargo
California
$10.5M
4
HBT
4
Hills Bank & Trust
Iowa
$2.97M
5
EFP
5
Envision Financial Planning
Tennessee
$2.69M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.23M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.45M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$224K
4
CCM
4
Coldstream Capital Management
Washington
$0
5
UBS Group
5
UBS Group
Switzerland
$3.88M
Name Market Value Shares Shares
Change 		Shares
Change %
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$15.5M 633,652 +28,035 +5%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$15M 614,715 +8,351 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.6M 596,153 +14,089 +2%
Bank of America
4
Bank of America
North Carolina
$13.7M 559,879 +250,850 +81%
HighTower Advisors
5
HighTower Advisors
Illinois
$10.6M 435,394 +208,323 +92%
Wells Fargo
6
Wells Fargo
California
$10.5M 432,129 +187,116 +76%
US Bancorp
7
US Bancorp
Minnesota
$9.29M 380,504 +56,272 +17%
HCM
8
Hengehold Capital Management
Ohio
$9.15M 374,938 -682 -0.2%
Corient Private Wealth
9
Corient Private Wealth
Florida
$8M 327,620 +47,782 +17%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$7.5M 307,372 +5,481 +2%
PWM
11
Praetorian Wealth Management
California
$5.28M 216,100 -450 -0.2%
HWA
12
Heartwood Wealth Advisors
Virginia
$5.03M 206,216 +5,765 +3%
UBS Group
13
UBS Group
Switzerland
$3.88M 158,962 -11,227 -7%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.17M 129,675 +13,373 +11%
HBT
15
Hills Bank & Trust
Iowa
$2.97M 121,532 +121,532 New
LPL Financial
16
LPL Financial
California
$2.87M 117,391 +4,542 +4%
EFP
17
Envision Financial Planning
Tennessee
$2.69M 110,358 +110,358 New
Ameriprise
18
Ameriprise
Minnesota
$2.62M 107,278 -930 -0.9%
KCM
19
Kathmere Capital Management
Pennsylvania
$2.61M 107,119 +107,119 New
Jane Street
20
Jane Street
New York
$2.23M 91,436 -70,209 -43%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.15M 88,214 +5,078 +6%
LPT
22
Legacy Private Trust
Wisconsin
$2.03M 83,162 +25,686 +45%
GA
23
Gateway Advisory
New Jersey
$1.58M 64,874 +7,038 +12%
GBWM
24
Granite Bay Wealth Management
New Hampshire
$1.47M 58,500 +58,500 New
Morgan Stanley
25
Morgan Stanley
New York
$1.45M 59,537 -15,196 -20%
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