iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
73 hedge funds and large institutions have $125M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 7 closing their positions.
113% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 16
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
2.68% more ownership
Funds ownership: 96.22% → 98.9% (+2.7%)
1% more funds holding
Funds holding: 72 → 73 (+1)
3% less capital invested
Capital invested by funds: $128M → $125M (-$3.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$2.3M |
| 2 |
Jane Street
New York
|
+$2.17M |
| 3 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$1.56M |
| 4 |
WIC
Woodmont Investment Counsel
Nashville,
Tennessee
|
+$953K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$764K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.07M |
| 2 |
Morgan Stanley
New York
|
-$1.98M |
| 3 |
CCA
Childress Capital Advisors
Houston,
Texas
|
-$1.13M |
| 4 |
ACM
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
-$954K |
| 5 |
AWM
Altium Wealth Management
Purchase,
New York
|
-$574K |
IBMO Hedge Fund Activity: Q1 2022 in Review
73 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q1 2022, worth a combined $125M — down 2.6% from $128M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBMO positions and 7 closed out — a net gain of 2 holders — while 34 added to existing stakes and 16 trimmed.
The largest buyer was Legacy Private Trust, adding an estimated $2.3M. The largest seller was UBS Group, cutting an estimated $3.07M.
- 73 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q1 2022, up from 72 in Q4 2021.
- Funds reported $125M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q1 2022, down 2.6% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q1 2022 and 7 closed out, a net change of +2 holders.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q1 2022 was Legacy Private Trust, an estimated $2.3M added.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q1 2022 was UBS Group, an estimated $3.07M sold.
Based on aggregated 13F filings for Q1 2022.