iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
114 hedge funds and large institutions have $267M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 20 reducing their positions, and 10 closing their positions.
210% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 20
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
18% more capital invested
Capital invested by funds: $227M → $267M (+$40M)
6% more funds holding
Funds holding: 108 → 114 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.92% less ownership
Funds ownership: 88.85% → 86.93% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$4.55M |
| 2 |
CIA
Covington Investment Advisors
Ligonier,
Pennsylvania
|
+$4.12M |
| 3 |
Jane Street
New York
|
+$3.46M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.78M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$1.73M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.23M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$868K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$720K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$715K |
IBMO Hedge Fund Activity: Q1 2023 in Review
114 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q1 2023, worth a combined $267M — up 18% from $227M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IBMO positions and 10 closed out — a net gain of 7 holders — while 62 added to existing stakes and 20 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $4.55M. The largest seller was Sound View Wealth Advisors Group, cutting an estimated $1.73M.
- 114 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q1 2023, up from 108 in Q4 2022.
- Funds reported $267M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q1 2023, up 18% quarter-over-quarter.
- 17 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q1 2023 and 10 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q1 2023 was Stifel Financial, an estimated $4.55M added.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q1 2023 was Sound View Wealth Advisors Group, an estimated $1.73M sold.
Based on aggregated 13F filings for Q1 2023.