iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
137 hedge funds and large institutions have $342M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 33 reducing their positions, and 8 closing their positions.
263% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 8
70% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 33
31% more capital invested
Capital invested by funds: $262M → $342M (+$80.9M)
16% more funds holding
Funds holding: 118 → 137 (+19)
0.34% more ownership
Funds ownership: 84.35% → 84.68% (+0.34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$12.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$11.8M |
| 3 |
Morgan Stanley
New York
|
+$8.06M |
| 4 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$7.64M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$5.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$11.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$5.76M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.11M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$921K |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$632K |
IBMO Hedge Fund Activity: Q4 2023 in Review
137 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q4 2023, worth a combined $342M — up 31% from $262M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IBMO positions and 8 closed out — a net gain of 21 holders — while 56 added to existing stakes and 33 trimmed.
The largest buyer was Kathmere Capital Management, adding an estimated $12.5M. The largest seller was Corient Private Wealth, exiting entirely with an estimated $11.3M sold.
- 137 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q4 2023, up from 118 in Q3 2023.
- Funds reported $342M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q4 2023, up 31% quarter-over-quarter.
- 29 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q4 2023 and 8 closed out, a net change of +21 holders.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q4 2023 was Kathmere Capital Management, an estimated $12.5M added.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q4 2023 was Corient Private Wealth, an estimated $11.3M sold.
Based on aggregated 13F filings for Q4 2023.