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.
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%)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.26M |
| 2 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
+$4.02M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.8M |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$2.73M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.43M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSPIA
101
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $8.13K | +$8.27K | +332 | New |
|
|
SC
102
Stephens Consulting
Flint,
Michigan
| $7.69K | – | – | – |
|
103
BlackRock
New York
| $3.5K | – | – | – |
|
104
Stifel Financial
St. Louis,
Missouri
| – | -$4.61M | -184,099 | Closed |
|
105
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$913K | -36,420 | Closed |
|
106
Bank of New York Mellon
New York
| – | -$303K | -12,098 | Closed |
|
|
CCM
107
Coldstream Capital Management
Bellevue,
Washington
| – | -$284K | -11,333 | Closed |
|
|
FTUS
108
Flow Traders U.S.
New York
| – | -$272K | -10,838 | Closed |
|
|
MA
109
Mutual Advisors
Omaha,
Nebraska
| – | -$205K | -8,174 | Closed |
|
|
CFG
110
Carr Financial Group
Worcester,
Massachusetts
| – | -$201K | -8,000 | Closed |
|
|
BEI
111
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$25K | -985 | Closed |
|
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.