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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

91 hedge funds and large institutions have $241M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

194% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 16

17% more capital invested

Capital invested by funds: $205M → $241M (+$35.7M)

11% more funds holding

Funds holding: 82 → 91 (+9)

2.37% less ownership

Funds ownership: 93.59% → 91.22% (-2.4%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
47
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$5.56M
2
Stifel Financial
Stifel Financial
Missouri
+$4.55M
3
CIM
Confluence Investment Management
Missouri
+$2.46M
4
Bank of America
Bank of America
North Carolina
+$1.93M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$1.55M

Top Sellers

1
SVWAG
Sound View Wealth Advisors Group
Georgia
-$1.71M
2
NA
NewEdge Advisors
Louisiana
-$728K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$702K
4
MLA
MB, Levis & Associates
Pennsylvania
-$527K
5
CAN
Cetera Advisor Networks
California
-$488K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
26
CFS Investment Advisory Services
New Jersey
$1.67M +$200K +7,898 +14%
GA
27
Gateway Advisory
New Jersey
$1.41M +$244K +9,641 +21%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$1.38M +$1.33M +52,458 +3,232%
MLA
29
MB, Levis & Associates
Pennsylvania
$1.35M -$527K -20,807 -28%
KA
30
Klingman & Associates
New York
$1.29M +$132K +5,223 +11%
SWMG
31
Signature Wealth Management Group
Georgia
$1.24M +$108K +4,259 +10%
SPA
32
Sentinel Pension Advisors
Massachusetts
$1.17M +$3.97K +157 +0.3%
PA
33
Prism Advisors
California
$1.14M – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.12M -$702K -27,731 -39%
RJA
35
Raymond James & Associates
Florida
$1.12M +$12.6K +498 +1%
WIC
36
Woodmont Investment Counsel
Tennessee
$1.09M – – –
IA
37
IFP Advisors
Florida
$1.09M -$144K -5,699 -12%
SVWAG
38
Sound View Wealth Advisors Group
Georgia
$1.08M -$1.71M -67,530 -61%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.05M +$138K +5,450 +15%
PFM
40
Phillips Financial Management
Indiana
$907K – – –
SSB
41
Sandy Spring Bank
Maryland
$873K +$52.4K +2,070 +6%
RHP
42
Royal Harbor Partners
Texas
$824K -$8.98K -355 -1%
BSAM
43
Blue Square Asset Management
New York
$814K -$118K -4,665 -13%
REMPR
44
Roof Eidam Maycock Peralta (REMP)
California
$798K +$177K +7,000 +29%
GHA
45
Granite Harbor Advisors
Texas
$698K +$296K +11,705 +75%
Lido Advisors
46
Lido Advisors
California
$613K +$609K +24,073 New
NDSI
47
Newman Dignan & Sheerar Inc
Rhode Island
$606K – – –
CIA
48
Capital Investment Advisors
Georgia
$547K +$103K +4,079 +23%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$510K -$49.4K -1,954 -9%
Osaic Holdings
50
Osaic Holdings
Arizona
$486K +$171K +6,758 +55%
1
2
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IBMP Hedge Fund Activity: Q1 2023 in Review

91 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q1 2023, worth a combined $241M — up 17% from $205M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMP positions and 2 closed out — a net gain of 10 holders — while 47 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.56M. The largest seller was Sound View Wealth Advisors Group, cutting an estimated $1.71M.

  • 91 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q1 2023, up from 82 in Q4 2022.
  • Funds reported $241M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q1 2023, up 17% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q1 2023 and 2 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q1 2023 was Jane Street, an estimated $5.56M added.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q1 2023 was Sound View Wealth Advisors Group, an estimated $1.71M sold.

Based on aggregated 13F filings for Q1 2023.