iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
IBMR
37 hedge funds and large institutions have $56.1M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
Holders
37
Holders Change
+26
Holders Change %
+236.36%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
4
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
NA
1
NewEdge Advisors
New Orleans,
Louisiana
|
$0 |
| 2 |
CIM
2
Confluence Investment Management
St. Louis,
Missouri
|
$330K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $210K | +$210K | +8,200 | New |
|
27
Mariner
Overland Park,
Kansas
| $209K | +$209K | +8,173 | New |
|
28
Commonwealth Equity Services
Waltham,
Massachusetts
| $203K | +$203K | +7,942 | New |
|
|
BFEC
29
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $130K | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $39.8K | +$14.2K | +554 | +55% |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $39.6K | – | – | – |
|
|
GEA
32
Glen Eagle Advisors
Kingston,
New Jersey
| $38.4K | +$38.4K | +1,500 | New |
|
33
UBS Group
Zurich,
Switzerland
| $30.7K | +$30.7K | +1,201 | New |
|
|
AF
34
Allworth Financial
Folsom,
California
| $21.2K | +$21.2K | +829 | New |
|
|
AP
35
Aspect Partners
Fairfax,
Virginia
| $19.7K | +$19.7K | +771 | New |
|
|
AA
36
Addison Advisors
Middlebury,
Vermont
| $6.53K | +$1.28K | +50 | +24% |
|
37
BlackRock
New York
| $1.59K | – | – | – |
|
|
NA
38
NewEdge Advisors
New Orleans,
Louisiana
| – | -$7.85M | -358,586 | Closed |
|