iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
91 hedge funds and large institutions have $242M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 2 closing their positions.
545% more capital inflows, than outflows
Capital inflows: $32.6M | Capital outflows: $5.06M
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
194% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 16
11% more funds holding
Funds holding: 82 → 91 (+9)
2.37% less ownership
Funds ownership: 93.59% → 91.22% (-2.4%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.56M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$4.55M |
| 3 |
Confluence Investment Management
St. Louis,
Missouri
|
+$2.46M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.93M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$1.71M |
| 2 |
NewEdge Advisors
New Orleans,
Louisiana
|
-$728K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$702K |
| 4 |
MB, Levis & Associates
Center Valley,
Pennsylvania
|
-$527K |
| 5 |
Cetera Advisor Networks
El Segundo,
California
|
-$488K |
IBMP Hedge Fund Activity: Q1 2023 in Review
91 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q1 2023, worth a combined $242M — up 18% from $205M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IBMP positions and 2 closed out — a net gain of 10 holders — while 47 added to existing stakes and 16 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $5.56M. The largest seller was Sound View Wealth Advisors Group, cutting an estimated $1.71M.
- 91 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q1 2023, up from 82 in Q4 2022.
- Funds reported $242M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q1 2023, up 18% quarter-over-quarter.
- 12 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q1 2023 and 2 closed out, a net change of +10 holders.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q1 2023 was Jane Street, an estimated $5.56M added.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q1 2023 was Sound View Wealth Advisors Group, an estimated $1.71M sold.
Based on aggregated 13F filings for Q1 2023.