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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.2M +$5.56M +224,485 +45%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$16.1M +$3.09M +124,753 +24%
HighTower Advisors
3
HighTower Advisors
Illinois
$15.9M +$4.63M +187,115 +42%
US Bancorp
4
US Bancorp
Minnesota
$14.4M +$6.87M +277,715 +93%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$14M +$1.13M +45,591 +9%
HWA
6
Heartwood Wealth Advisors
Virginia
$13.2M -$448K -18,088 -3%
Wells Fargo
7
Wells Fargo
California
$10.9M +$3.35M +135,518 +45%
Bank of America
8
Bank of America
North Carolina
$10.3M +$4.6M +185,845 +82%
HCM
9
Hengehold Capital Management
Ohio
$10M +$9.89M +399,486 New
Corient Private Wealth
10
Corient Private Wealth
Florida
$7.19M +$7.1M +286,659 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7M +$2.65M +107,032 +62%
UBS Group
12
UBS Group
Switzerland
$6.48M +$2.11M +85,094 +49%
PWM
13
Praetorian Wealth Management
California
$4.82M +$502K +20,263 +12%
Morgan Stanley
14
Morgan Stanley
New York
$4.68M +$1.76M +71,278 +62%
SPIA
15
Steward Partners Investment Advisory
New York
$3.67M -$224K -9,050 -6%
UCFA
16
United Capital Financial Advisors
Texas
$3.45M +$3.41M +137,604 New
LPL Financial
17
LPL Financial
California
$3.07M +$986K +39,826 +48%
SWM
18
Spire Wealth Management
Virginia
$2.81M +$2.77M +111,882 New
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$2.79M +$2.18M +88,071 +404%
LPT
20
Legacy Private Trust
Wisconsin
$2.6M +$1.36M +55,000 +113%
MLA
21
MB, Levis & Associates
Pennsylvania
$1.85M +$1.82M +73,694 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.8M +$268K +10,821 +18%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.65M +$1.63M +65,977 New
CIAS
24
CFS Investment Advisory Services
New Jersey
$1.45M +$1.43M +57,706 New
IA
25
IFP Advisors
Florida
$1.23M +$638K +25,770 +110%
1
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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.