iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
118 hedge funds and large institutions have $262M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
61% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 33
0% more funds holding
Funds holding: 118 → 118 (0)
4% less capital invested
Capital invested by funds: $272M → $262M (-$10.7M)
3.21% less ownership
Funds ownership: 87.56% → 84.35% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$3.71M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.88M |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$2.73M |
| 4 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
+$2.5M |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$5.96M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$4.63M |
| 3 |
Jane Street
New York
|
-$4.43M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$4.16M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$2.36M |
IBMO Hedge Fund Activity: Q3 2023 in Review
118 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q3 2023, worth a combined $262M — down 3.9% from $272M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IBMO positions and 6 closed out — a net gain of 5 holders — while 53 added to existing stakes and 33 trimmed.
The largest buyer was Ashton Thomas Private Wealth, opening a new position worth an estimated $3.71M. The largest seller was HighTower Advisors, cutting an estimated $5.96M.
- 118 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $262M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q3 2023, down 3.9% quarter-over-quarter.
- 11 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q3 2023 and 6 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q3 2023 was Ashton Thomas Private Wealth, an estimated $3.71M added.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q3 2023 was HighTower Advisors, an estimated $5.96M sold.
Based on aggregated 13F filings for Q3 2023.