iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
108 hedge funds and large institutions have $227M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 15 reducing their positions, and 6 closing their positions.
350% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 6
233% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 15
37% more capital invested
Capital invested by funds: $166M → $227M (+$61.2M)
21% more funds holding
Funds holding: 89 → 108 (+19)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
49.91% less ownership
Funds ownership: 138.76% → 88.85% (-50%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$10.9M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$9.46M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$7.64M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.74M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$4.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.19M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$4.02M |
| 3 |
Jane Street
New York
|
-$2.23M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$1.49M |
| 5 |
LF
Lee Financial
Dallas,
Texas
|
-$1.26M |
IBMO Hedge Fund Activity: Q4 2022 in Review
108 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q4 2022, worth a combined $227M — up 37% from $166M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IBMO positions and 6 closed out — a net gain of 21 holders — while 50 added to existing stakes and 15 trimmed.
The largest buyer was US Bancorp, adding an estimated $10.9M. The largest seller was UBS Group, cutting an estimated $4.19M.
- 108 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q4 2022, up from 89 in Q3 2022.
- Funds reported $227M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q4 2022, up 37% quarter-over-quarter.
- 27 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q4 2022 and 6 closed out, a net change of +21 holders.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q4 2022 was US Bancorp, an estimated $10.9M added.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q4 2022 was UBS Group, an estimated $4.19M sold.
Based on aggregated 13F filings for Q4 2022.