iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
23 hedge funds and large institutions have $10.5M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 4 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
64% more funds holding
Funds holding: 14 → 23 (+9)
56% more capital invested
Capital invested by funds: $6.73M → $10.5M (+$3.77M)
4.6% less ownership
Funds ownership: 47.19% → 42.59% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.14M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$1.11M |
| 3 |
LF
Lee Financial
Dallas,
Texas
|
+$997K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$860K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$497K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$3.58M |
| 2 |
JP Morgan Chase
New York
|
-$359K |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$130K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$6.45K |
| 5 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$2K |
IBMO Hedge Fund Activity: Q4 2019 in Review
23 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q4 2019, worth a combined $10.5M — up 56% from $6.73M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBMO positions and 4 closed out — a net gain of 9 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $2.14M. The largest seller was Confluence Investment Management, exiting entirely with an estimated $3.58M sold.
- 23 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q4 2019, up from 14 in Q3 2019.
- Funds reported $10.5M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q4 2019, up 56% quarter-over-quarter.
- 13 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q4 2019 and 4 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q4 2019 was Jane Street, an estimated $2.14M added.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q4 2019 was Confluence Investment Management, an estimated $3.58M sold.
Based on aggregated 13F filings for Q4 2019.