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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

113 hedge funds and large institutions have $350M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 21

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

38% more capital invested

Capital invested by funds: $254M → $350M (+$95.9M)

10% more funds holding

Funds holding: 103 → 113 (+10)

2.77% more ownership

Funds ownership: 90.34% → 93.11% (+2.8%)

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
55
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$18.2M
2
Bank of America
Bank of America
North Carolina
+$13.3M
3
KCM
Kathmere Capital Management
Pennsylvania
+$12.6M
4
CA
Crumly & Associates
Illinois
+$7.64M
5
CIA
Covington Investment Advisors
Pennsylvania
+$5.92M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$11.1M
2
Jane Street
Jane Street
New York
-$1.74M
3
MLA
MB, Levis & Associates
Pennsylvania
-$1.15M
4
OMC
Old Mission Capital
Illinois
-$938K
5
SPIA
Steward Partners Investment Advisory
New York
-$739K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$2.6M -$739K -29,748 -23%
EFP
27
Envision Financial Planning
Tennessee
$2.31M +$106K +4,270 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.28M +$1.19M +47,717 +113%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.92M -$409K -16,458 -18%
CWP
30
Cyndeo Wealth Partners
Florida
$1.92M +$1.88M +75,550 New
CTC
31
Central Trust Company
Missouri
$1.78M +$453K +18,231 +35%
RJA
32
Raymond James & Associates
Florida
$1.7M +$264K +10,626 +19%
NDSI
33
Newman Dignan & Sheerar Inc
Rhode Island
$1.66M +$782K +31,470 +93%
KA
34
Klingman & Associates
New York
$1.56M -$139K -5,587 -8%
IWC
35
Integrated Wealth Concepts
Massachusetts
$1.36M +$593K +23,864 +80%
DSA
36
Droms Strauss Advisors
Missouri
$1.33M -$66.5K -2,676 -5%
BSAM
37
Blue Square Asset Management
New York
$1.31M +$410K +16,489 +47%
PFM
38
Phillips Financial Management
Indiana
$1.27M +$539K +21,680 +77%
WIC
39
Woodmont Investment Counsel
Tennessee
$1.26M -$49.7K -2,000 -4%
SWMG
40
Signature Wealth Management Group
Georgia
$1.24M +$1.21M +48,738 New
SPA
41
Sentinel Pension Advisors
Massachusetts
$1.18M +$8.22K +331 +0.7%
CIAS
42
CFS Investment Advisory Services
New Jersey
$1.16M -$108K -4,344 -9%
PA
43
Prism Advisors
California
$1.14M – – –
AM
44
Atwater Malick
Pennsylvania
$1.12M +$45.8K +1,843 +4%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.07M +$216K +8,687 +26%
RFC
46
Regions Financial Corp
Alabama
$1.04M +$461K +18,572 +82%
SSB
47
Sandy Spring Bank
Maryland
$985K +$22.1K +890 +2%
LIA
48
LBMC Investment Advisors
Tennessee
$984K +$962K +38,710 New
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$958K +$937K +37,702 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$907K +$771K +31,025 +668%
1
2
3 4 5

IBMP Hedge Fund Activity: Q4 2023 in Review

113 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q4 2023, worth a combined $350M — up 38% from $254M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBMP positions and 13 closed out — a net gain of 12 holders — while 55 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.2M. The largest seller was Corient Private Wealth, exiting entirely with an estimated $11.1M sold.

  • 113 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q4 2023, up from 103 in Q3 2023.
  • Funds reported $350M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q4 2023, up 38% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q4 2023 and 13 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $18.2M added.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q4 2023 was Corient Private Wealth, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2023.