We are live on ! Find out more
IBMP icon

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
GHA
51
Granite Harbor Advisors
Texas
$671K – – –
IA
52
IFP Advisors
Florida
$652K -$220K -8,839 -25%
Lido Advisors
53
Lido Advisors
California
$570K -$19.3K -776 -3%
RFC
54
Regions Financial Corp
Alabama
$551K +$137K +5,486 +32%
Osaic Holdings
55
Osaic Holdings
Arizona
$546K +$324 +13 +0.1%
VA
56
Valmark Advisers
Ohio
$501K -$34.8K -1,399 -6%
LPT
57
Legacy Private Trust
Wisconsin
$466K -$1.16M -46,484 -71%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$465K – – –
CPIA
59
Cornell Pochily Investment Advisors
New York
$465K +$1.87K +75 +0.4%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$393K – – –
Comerica Bank
61
Comerica Bank
Texas
$369K +$375K +15,061 New
ACS
62
Archford Capital Strategies
Illinois
$354K -$258K -10,362 -42%
PCH
63
PGIM Custom Harvest
New Jersey
$348K +$354K +14,202 New
PCIA
64
Prime Capital Investment Advisors
Kansas
$335K +$341K +13,693 New
Ameriprise
65
Ameriprise
Minnesota
$332K -$18.2K -731 -5%
WI
66
WrapManager Inc
California
$317K -$13.7K -552 -4%
CAN
67
Cetera Advisor Networks
California
$316K -$181K -7,280 -36%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$306K +$101K +4,064 +48%
VNB
69
Virginia National Bank
Virginia
$302K – – –
CIM
70
Confluence Investment Management
Missouri
$299K -$2.35M -94,379 -89%
SWP
71
Stratos Wealth Partners
Ohio
$296K +$301K +12,079 New
CCA
72
Cora Capital Advisors
New Jersey
$294K – – –
C1AG
73
Client 1st Advisory Group
Florida
$293K – – –
ASN
74
Advisory Services Network
Georgia
$293K +$98.3K +3,950 +49%
BPA
75
Beacon Pointe Advisors
California
$290K +$295K +11,854 New
1 2
3
4 5

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.