iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
67 hedge funds and large institutions have $99.5M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 3 closing their positions.
107% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 14
7% more capital invested
Capital invested by funds: $92.8M → $99.5M (+$6.69M)
0% more funds holding
Funds holding: 67 → 67 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
1.55% less ownership
Funds ownership: 82.9% → 81.35% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.49M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.21M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.02M |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$1M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$814K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$836K |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$626K |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$206K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$201K |
| 5 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$123K |
IBMO Hedge Fund Activity: Q3 2021 in Review
67 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q3 2021, worth a combined $99.5M — up 7.2% from $92.8M a quarter earlier.
Fund positioning in IBMO was balanced in Q3 2021: 3 funds opened new positions, 3 closed out, 29 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.49M. The largest seller was Stifel Financial, cutting an estimated $836K.
- 67 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $99.5M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q3 2021, up 7.2% quarter-over-quarter.
- 3 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q3 2021 and 3 closed out, a net change of 0 holders.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q3 2021 was Morgan Stanley, an estimated $1.49M added.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q3 2021 was Stifel Financial, an estimated $836K sold.
Based on aggregated 13F filings for Q3 2021.