iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
99 hedge funds and large institutions have $246M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
69% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 26
9% more funds holding
Funds holding: 91 → 99 (+8)
2% more capital invested
Capital invested by funds: $242M → $246M (+$4.5M)
0.76% less ownership
Funds ownership: 91.22% → 90.46% (-0.76%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$1.8M |
| 2 |
DSA
Droms Strauss Advisors
St. Louis,
Missouri
|
+$1.38M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.28M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.1M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$975K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.84M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.33M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$965K |
| 4 |
Morgan Stanley
New York
|
-$409K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$287K |
IBMP Hedge Fund Activity: Q2 2023 in Review
99 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q2 2023, worth a combined $246M — up 1.9% from $242M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBMP positions and 2 closed out — a net gain of 8 holders — while 44 added to existing stakes and 26 trimmed.
The largest buyer was Corient Private Wealth, adding an estimated $1.8M. The largest seller was Jane Street, cutting an estimated $2.84M.
- 99 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q2 2023, up from 91 in Q1 2023.
- Funds reported $246M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q2 2023, up 1.9% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q2 2023 and 2 closed out, a net change of +8 holders.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q2 2023 was Corient Private Wealth, an estimated $1.8M added.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q2 2023 was Jane Street, an estimated $2.84M sold.
Based on aggregated 13F filings for Q2 2023.