iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
155 hedge funds and large institutions have $397M invested in iShares iBonds Dec 2026 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 34 reducing their positions, and 7 closing their positions.
257% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 7
109% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 34
16% more capital invested
Capital invested by funds: $342M → $397M (+$54.2M)
13% more funds holding
Funds holding: 137 → 155 (+18)
3.23% more ownership
Funds ownership: 84.68% → 87.91% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$11.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.53M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.4M |
| 4 |
Jane Street
New York
|
+$5.1M |
| 5 |
P
Paradiem
Covington,
Louisiana
|
+$3.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.64M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.26M |
| 3 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$1.95M |
| 4 |
DSA
Droms Strauss Advisors
St. Louis,
Missouri
|
-$1.04M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$789K |
IBMO Hedge Fund Activity: Q1 2024 in Review
155 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) for Q1 2024, worth a combined $397M — up 16% from $342M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IBMO positions and 7 closed out — a net gain of 18 holders — while 71 added to existing stakes and 34 trimmed.
The largest buyer was Corient Private Wealth, opening a new position worth an estimated $11.6M. The largest seller was Goldman Sachs, cutting an estimated $4.64M.
- 155 institutional investors held iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) as of Q1 2024, up from 137 in Q4 2023.
- Funds reported $397M of iShares iBonds Dec 2026 Term Muni Bond ETF stock for Q1 2024, up 16% quarter-over-quarter.
- 25 funds opened new iShares iBonds Dec 2026 Term Muni Bond ETF positions in Q1 2024 and 7 closed out, a net change of +18 holders.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF buyer in Q1 2024 was Corient Private Wealth, an estimated $11.6M added.
- The largest iShares iBonds Dec 2026 Term Muni Bond ETF seller in Q1 2024 was Goldman Sachs, an estimated $4.64M sold.
Based on aggregated 13F filings for Q1 2024.