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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
IBMQ
113 hedge funds and large institutions have $281M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 24 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
121% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 24
12% more funds holding
Funds holding: 101 → 113 (+12)
7% more capital invested
Capital invested by funds: $263M → $281M (+$18.3M)
0.39% more ownership
Funds ownership: 89.43% → 89.82% (+0.39%)
Holders
113
Holders Change
+12
Holders Change %
+11.88%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
53
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$8.82M |
| 2 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$2.52M |
| 3 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$1.75M |
| 4 |
Jane Street
New York
|
+$1.6M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.55M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$4.66M |
| 2 |
Morgan Stanley
New York
|
-$2.1M |
| 3 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$1.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.6M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$1.21M |
