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.
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%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$18.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$13.3M |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$12.6M |
| 4 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$7.64M |
| 5 |
CIA
Covington Investment Advisors
Ligonier,
Pennsylvania
|
+$5.92M |
Top Sellers
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$11.1M |
| 2 |
Jane Street
New York
|
-$1.74M |
| 3 |
MLA
MB, Levis & Associates
Center Valley,
Pennsylvania
|
-$1.15M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$938K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$739K |
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.