iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
85 hedge funds and large institutions have $154M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 7 closing their positions.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
23.63% more ownership
Funds ownership: 98.9% → 122.53% (+24%)
23% more capital invested
Capital invested by funds: $125M → $154M (+$29M)
22% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 23
16% more funds holding
Funds holding: 73 → 85 (+12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$8.26M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.06M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.87M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.06M |
| 5 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Karp Capital Management
Sausalito,
California
|
-$6.61M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$4.69M |
| 3 |
Jane Street
New York
|
-$2.42M |
| 4 |
Morgan Stanley
New York
|
-$1.41M |
| 5 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$702K |
IBMO Hedge Fund Activity: Q2 2022 in Review
85 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q2 2022, worth a combined $154M — up 23% from $125M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IBMO positions and 7 closed out — a net gain of 13 holders — while 28 added to existing stakes and 23 trimmed.
The largest buyer was UBS Group, adding an estimated $8.26M. The largest seller was Karp Capital Management, exiting entirely with an estimated $6.61M sold.
- 85 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q2 2022, up from 73 in Q1 2022.
- Funds reported $154M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q2 2022, up 23% quarter-over-quarter.
- 20 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q2 2022 and 7 closed out, a net change of +13 holders.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q2 2022 was UBS Group, an estimated $8.26M added.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q2 2022 was Karp Capital Management, an estimated $6.61M sold.
Based on aggregated 13F filings for Q2 2022.