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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
GHA
51
Granite Harbor Advisors
Texas
$394K +$389K +15,699 New
WI
52
WrapManager Inc
California
$384K +$71.9K +2,906 +23%
ACS
53
Archford Capital Strategies
Illinois
$343K +$40.7K +1,644 +14%
Osaic Holdings
54
Osaic Holdings
Arizona
$310K +$306K +12,350 New
VNB
55
Virginia National Bank
Virginia
$310K – – –
BPA
56
Beacon Pointe Advisors
California
$305K +$66.7K +2,693 +28%
C1AG
57
Client 1st Advisory Group
Florida
$300K +$296K +11,956 New
Ameriprise
58
Ameriprise
Minnesota
$292K +$48.9K +1,976 +20%
CIM
59
Confluence Investment Management
Missouri
$262K -$5.1M -206,196 -95%
AM
60
Atwater Malick
Pennsylvania
$259K +$34.9K +1,410 +16%
AIP
61
Ameritas Investment Partners
Nebraska
$253K -$388K -15,687 -61%
PWS
62
Peloton Wealth Strategists
Indiana
$251K – – –
PTC
63
Private Trust Company
Ohio
$248K +$245K +9,894 New
AF
64
Arrow Financial
New York
$247K +$44.9K +1,815 +23%
WCM
65
WealthBridge Capital Management
Ohio
$233K +$230K +9,274 New
ASN
66
Advisory Services Network
Georgia
$213K -$371 -15 -0.2%
CIC
67
Carnegie Investment Counsel
Ohio
$210K +$208K +8,390 New
SWA
68
Stratos Wealth Advisors
Ohio
$209K +$206K +8,325 New
MA
69
Mutual Advisors
Nebraska
$205K +$203K +8,192 New
CTC
70
Central Trust Company
Missouri
$117K +$115K +4,656 New
SCA
71
Stonebridge Capital Advisors
Minnesota
$61.9K +$7.45K +301 +14%
ADL
72
Asset Dedication LLC
California
$49K – – –
VCM
73
Vigilant Capital Management
Maine
$49K +$7.92K +320 +20%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$41K +$40.2K +1,623 New
TWM
75
Tradition Wealth Management
Minnesota
$31K +$173 +7 +0.6%
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.