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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
LNC
76
Lincoln National Corp
Pennsylvania
$271K +$47.7K +1,918 +21%
KC
77
Kades & Cheifetz
Pennsylvania
$269K +$473 +19 +0.2%
SWA
78
Stratos Wealth Advisors
Ohio
$264K – – –
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$264K +$268K +10,766 New
WCM
80
WealthBridge Capital Management
Ohio
$261K -$11K -440 -4%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$261K +$16.5K +664 +7%
AF
82
Arrow Financial
New York
$253K – – –
PWS
83
Peloton Wealth Strategists
Indiana
$245K – – –
PA
84
Parallel Advisors
California
$245K +$112K +4,500 +82%
AIP
85
Ameritas Investment Partners
Nebraska
$239K -$13.6K -548 -5%
Creative Planning
86
Creative Planning
Kansas
$229K +$233K +9,343 New
PTC
87
Private Trust Company
Ohio
$208K +$16.6K +665 +8%
SCA
88
Stonebridge Capital Advisors
Minnesota
$164K – – –
BFEC
89
Benjamin F. Edwards & Company
Missouri
$158K -$1.21M -48,765 -88%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$114K -$67.6K -2,715 -37%
BBHC
91
Brown Brothers Harriman & Co
New York
$106K +$107K +4,312 New
SSWM
92
Sheets Smith Wealth Management
North Carolina
$97.9K +$99.6K +4,000 New
ADL
93
Asset Dedication LLC
California
$49K – – –
HIA
94
Harbor Investment Advisory
Maryland
$30.1K – – –
TWM
95
Tradition Wealth Management
Minnesota
$30K +$149 +6 +0.5%
AA
96
Addison Advisors
Vermont
$22.8K +$23.2K +930 New
FFA
97
Farther Finance Advisors
California
$20.6K – – –
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$18.1K – – –
OAJ
99
Ogorek Anthony Joseph
New York
$18K – – –
JP Morgan Chase
100
JP Morgan Chase
New York
$8.47K – – –
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.