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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
HIA
76
Harbor Investment Advisory
Maryland
$30.8K +$30.4K +1,229 New
FFA
77
Farther Finance Advisors
California
$21.1K +$20.9K +843 New
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$18.6K +$18.3K +740 New
BAM
79
Belpointe Asset Management
Nevada
$15K +$14.9K +600 New
SC
80
Stephens Consulting
Michigan
$7.87K – – –
NA
81
NewEdge Advisors
Louisiana
$6.24K +$6.16M +248,869 New
BlackRock
82
BlackRock
New York
$3.56K +$2.06K +83 +141%
PI
83
PFS Investments
Georgia
– -$1.1K -45,062 Closed
FCA
84
FinTrust Capital Advisors
South Carolina
– -$559K -22,787 Closed
Stifel Financial
85
Stifel Financial
Missouri
– -$329K -13,486 Closed
Creative Planning
86
Creative Planning
Kansas
– -$312K -12,804 Closed
BOPW
87
Brandywine Oak Private Wealth
Pennsylvania
– -$266K -10,946 Closed
LNC
88
Lincoln National Corp
Pennsylvania
– -$246K -10,117 Closed
FIM
89
Freedom Investment Management
Connecticut
– -$230K -9,425 Closed
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
– -$208K -8,519 Closed
MCM
91
MV Capital Management
Maryland
– -$23K -953 Closed
1 2 3
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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.