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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

103 hedge funds and large institutions have $254M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 25

4% more funds holding

Funds holding: 99 → 103 (+4)

3% more capital invested

Capital invested by funds: $246M → $254M (+$8.3M)

0.12% less ownership

Funds ownership: 90.46% → 90.34% (-0.12%)

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
41
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.26M
2
HBT
Hills Bank & Trust
Iowa
+$4.02M
3
Wells Fargo
Wells Fargo
California
+$3.8M
4
KCM
Kathmere Capital Management
Pennsylvania
+$2.73M
5
US Bancorp
US Bancorp
Minnesota
+$1.43M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$4.61M
2
CIM
Confluence Investment Management
Missouri
-$2.35M
3
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.21M
4
LPT
Legacy Private Trust
Wisconsin
-$1.16M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$913K
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
26
Klingman & Associates
New York
$1.64M +$209K +8,410 +14%
GA
27
Gateway Advisory
New Jersey
$1.48M +$190K +7,650 +14%
RJA
28
Raymond James & Associates
Florida
$1.38M +$290K +11,652 +26%
DSA
29
Droms Strauss Advisors
Missouri
$1.35M +$4.38K +176 +0.3%
CTC
30
Central Trust Company
Missouri
$1.27M +$550K +22,082 +74%
WIC
31
Woodmont Investment Counsel
Tennessee
$1.26M +$137K +5,500 +12%
CIAS
32
CFS Investment Advisory Services
New Jersey
$1.22M -$190K -7,643 -13%
MLA
33
MB, Levis & Associates
Pennsylvania
$1.15M -$135K -5,434 -10%
SPA
34
Sentinel Pension Advisors
Massachusetts
$1.13M +$5.95K +239 +0.5%
PA
35
Prism Advisors
California
$1.09M – – –
SVWAG
36
Sound View Wealth Advisors Group
Georgia
$1.08M +$19.7K +790 +2%
AM
37
Atwater Malick
Pennsylvania
$1.04M +$298K +11,981 +40%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.03M +$16.5K +663 +2%
GSIAS
39
Garden State Investment Advisory Services
New Jersey
$944K +$117K +4,683 +14%
OMC
40
Old Mission Capital
Illinois
$938K +$954K +38,314 New
SSB
41
Sandy Spring Bank
Maryland
$927K +$61.4K +2,465 +7%
RHP
42
Royal Harbor Partners
Texas
$922K -$67.5K -2,710 -7%
BSAM
43
Blue Square Asset Management
New York
$862K +$14.6K +588 +2%
NDSI
44
Newman Dignan & Sheerar Inc
Rhode Island
$828K – – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$821K +$42.9K +1,725 +5%
CG
46
Colony Group
Massachusetts
$793K – – –
REMPR
47
Roof Eidam Maycock Peralta (REMP)
California
$780K – – –
IWC
48
Integrated Wealth Concepts
Massachusetts
$728K -$224K -8,982 -23%
CIA
49
Capital Investment Advisors
Georgia
$716K +$85.4K +3,431 +13%
PFM
50
Phillips Financial Management
Indiana
$689K -$285K -11,447 -29%
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IBMP Hedge Fund Activity: Q3 2023 in Review

103 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q3 2023, worth a combined $254M — up 3.4% from $246M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBMP positions and 8 closed out — a net gain of 7 holders — while 41 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $5.26M. The largest seller was Stifel Financial, exiting entirely with an estimated $4.61M sold.

  • 103 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q3 2023, up from 99 in Q2 2023.
  • Funds reported $254M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q3 2023, up 3.4% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q3 2023 and 8 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q3 2023 was Bank of America, an estimated $5.26M added.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q3 2023 was Stifel Financial, an estimated $4.61M sold.

Based on aggregated 13F filings for Q3 2023.