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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

82 hedge funds and large institutions have $205M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 8

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

51% more capital invested

Capital invested by funds: $135M → $205M (+$69.6M)

26% more funds holding

Funds holding: 65 → 82 (+17)

130.36% less ownership

Funds ownership: 223.96% → 93.59% (-130%)

Holders
82
Holders Change
+17
Holders Change %
+26.15%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
40
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
Hengehold Capital Management
Ohio
+$9.89M
2
US Bancorp
US Bancorp
Minnesota
+$6.87M
3
NA
NewEdge Advisors
Louisiana
+$6.16M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.56M
5
HighTower Advisors
HighTower Advisors
Illinois
+$4.63M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$5.1M
2
GA
Gateway Advisory
New Jersey
-$1.56M
3
FCA
FinTrust Capital Advisors
South Carolina
-$559K
4
HWA
Heartwood Wealth Advisors
Virginia
-$448K
5
AIP
Ameritas Investment Partners
Nebraska
-$388K
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
26
Gateway Advisory
New Jersey
$1.15M -$1.56M -63,053 -58%
KA
27
Klingman & Associates
New York
$1.14M +$639K +25,829 +130%
SPA
28
Sentinel Pension Advisors
Massachusetts
$1.14M +$6.21K +251 +0.6%
PA
29
Prism Advisors
California
$1.12M – – –
SWMG
30
Signature Wealth Management Group
Georgia
$1.11M +$413K +16,682 +60%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.09M +$423K +17,075 +64%
RJA
32
Raymond James & Associates
Florida
$1.09M +$425K +17,172 +65%
WIC
33
Woodmont Investment Counsel
Tennessee
$1.08M – – –
BSAM
34
Blue Square Asset Management
New York
$919K +$907K +36,648 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$901K +$411K +16,615 +86%
PFM
36
Phillips Financial Management
Indiana
$893K +$197K +7,974 +29%
RHP
37
Royal Harbor Partners
Texas
$820K +$281K +11,350 +53%
SSB
38
Sandy Spring Bank
Maryland
$808K +$108K +4,370 +16%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$794K +$248K +10,001 +46%
SBL
40
Sargent Bickham Lagudis
Colorado
$649K +$641K +25,887 New
REMPR
41
Roof Eidam Maycock Peralta (REMP)
California
$611K -$99K -4,000 -14%
NDSI
42
Newman Dignan & Sheerar Inc
Rhode Island
$597K +$589K +23,807 New
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$551K -$152K -6,147 -22%
CAN
44
Cetera Advisor Networks
California
$488K +$481K +19,442 New
GSIAS
45
Garden State Investment Advisory Services
New Jersey
$477K +$471K +19,037 New
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$476K +$470K +19,000 New
CPIA
47
Cornell Pochily Investment Advisors
New York
$471K +$18.9K +763 +4%
CIA
48
Capital Investment Advisors
Georgia
$437K +$225K +9,105 +110%
VA
49
Valmark Advisers
Ohio
$425K +$1.98K +80 +0.5%
RFC
50
Regions Financial Corp
Alabama
$406K +$60.9K +2,459 +18%
1
2
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IBMP Hedge Fund Activity: Q4 2022 in Review

82 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q4 2022, worth a combined $205M — up 51% from $135M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBMP positions and 9 closed out — a net gain of 19 holders — while 40 added to existing stakes and 8 trimmed.

The largest buyer was Hengehold Capital Management, opening a new position worth an estimated $9.89M. The largest seller was Confluence Investment Management, cutting an estimated $5.1M.

  • 82 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q4 2022, up from 65 in Q3 2022.
  • Funds reported $205M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q4 2022, up 51% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q4 2022 and 9 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q4 2022 was Hengehold Capital Management, an estimated $9.89M added.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q4 2022 was Confluence Investment Management, an estimated $5.1M sold.

Based on aggregated 13F filings for Q4 2022.