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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
41
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.26M
2
HBT
Hills Bank & Trust
Iowa
+$4.02M
3
Wells Fargo
Wells Fargo
California
+$3.8M
4
KCM
Kathmere Capital Management
Pennsylvania
+$2.73M
5
US Bancorp
US Bancorp
Minnesota
+$1.43M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$4.61M
2
CIM
Confluence Investment Management
Missouri
-$2.35M
3
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.21M
4
LPT
Legacy Private Trust
Wisconsin
-$1.16M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$913K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$19.2M +$1.19M +47,661 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.6M -$140K -5,631 -0.7%
Bank of America
3
Bank of America
North Carolina
$18.4M +$5.26M +211,390 +39%
US Bancorp
4
US Bancorp
Minnesota
$17.3M +$1.43M +57,344 +9%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$15.9M +$1.37M +55,216 +9%
HighTower Advisors
6
HighTower Advisors
Illinois
$15.6M -$663K -26,643 -4%
Wells Fargo
7
Wells Fargo
California
$15.5M +$3.8M +152,721 +32%
HWA
8
Heartwood Wealth Advisors
Virginia
$15.2M +$436K +17,508 +3%
Corient Private Wealth
9
Corient Private Wealth
Florida
$11.1M +$883K +35,471 +8%
HCM
10
Hengehold Capital Management
Ohio
$9.85M -$15.3K -614 -0.2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.05M +$548K +22,009 +7%
UBS Group
12
UBS Group
Switzerland
$6.54M +$362K +14,560 +6%
PWM
13
Praetorian Wealth Management
California
$5.55M +$104K +4,192 +2%
Morgan Stanley
14
Morgan Stanley
New York
$4.68M +$52.5K +2,110 +1%
NA
15
NewEdge Advisors
Louisiana
$4.56M +$475K +19,083 +11%
HBT
16
Hills Bank & Trust
Iowa
$3.95M +$4.02M +161,467 New
LPL Financial
17
LPL Financial
California
$3.34M +$67.3K +2,703 +2%
SWM
18
Spire Wealth Management
Virginia
$3.24M -$137K -5,489 -4%
SPIA
19
Steward Partners Investment Advisory
New York
$3.24M -$220K -8,821 -6%
UCFA
20
United Capital Financial Advisors
Texas
$2.98M +$38K +1,526 +1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.7M +$127K +5,090 +5%
KCM
22
Kathmere Capital Management
Pennsylvania
$2.68M +$2.73M +109,518 New
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.26M -$3.48K -140 -0.2%
EFP
24
Envision Financial Planning
Tennessee
$2.12M +$2.15M +86,542 New
Jane Street
25
Jane Street
New York
$1.74M -$899K -36,100 -34%
1
2 3 4 5

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.