iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
118 hedge funds and large institutions have $272M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 55 increasing their positions, 33 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
67% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 33
4% more funds holding
Funds holding: 114 → 118 (+4)
2% more capital invested
Capital invested by funds: $267M → $272M (+$4.85M)
0.62% more ownership
Funds ownership: 86.93% → 87.56% (+0.62%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$1.78M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.46M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.09M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$884K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$655K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.31M |
| 2 |
Morgan Stanley
New York
|
-$1.15M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$699K |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$654K |
| 5 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
-$393K |
IBMO Hedge Fund Activity: Q2 2023 in Review
118 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q2 2023, worth a combined $272M — up 1.8% from $267M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBMO positions and 3 closed out — a net gain of 4 holders — while 55 added to existing stakes and 33 trimmed.
The largest buyer was Corient Private Wealth, adding an estimated $1.78M. The largest seller was NewEdge Advisors, cutting an estimated $1.31M.
- 118 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q2 2023, up from 114 in Q1 2023.
- Funds reported $272M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q2 2023, up 1.8% quarter-over-quarter.
- 7 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q2 2023 and 3 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q2 2023 was Corient Private Wealth, an estimated $1.78M added.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q2 2023 was NewEdge Advisors, an estimated $1.31M sold.
Based on aggregated 13F filings for Q2 2023.