iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
72 hedge funds and large institutions have $128M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 8 reducing their positions, and 4 closing their positions.
413% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 8
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
29% more capital invested
Capital invested by funds: $99.5M → $128M (+$28.5M)
14.87% more ownership
Funds ownership: 81.35% → 96.22% (+15%)
7% more funds holding
Funds holding: 67 → 72 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Karp Capital Management
Sausalito,
California
|
+$6.46M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.26M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.03M |
| 4 |
Jane Street
New York
|
+$2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$617K |
| 2 |
ACM
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
-$349K |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$184K |
| 4 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
-$177K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$120K |
IBMO Hedge Fund Activity: Q4 2021 in Review
72 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q4 2021, worth a combined $128M — up 29% from $99.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBMO positions and 4 closed out — a net gain of 6 holders — while 41 added to existing stakes and 8 trimmed.
The largest buyer was Karp Capital Management, opening a new position worth an estimated $6.46M. The largest seller was Citadel Advisors, exiting entirely with an estimated $617K sold.
- 72 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q4 2021, up from 67 in Q3 2021.
- Funds reported $128M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q4 2021, up 29% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q4 2021 and 4 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q4 2021 was Karp Capital Management, an estimated $6.46M added.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q4 2021 was Citadel Advisors, an estimated $617K sold.
Based on aggregated 13F filings for Q4 2021.