iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
122 hedge funds and large institutions have $378M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 23 reducing their positions, and 7 closing their positions.
174% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 23
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
12% more capital invested
Capital invested by funds: $338M → $378M (+$39.5M)
8% more funds holding
Funds holding: 113 → 122 (+9)
1.3% more ownership
Funds ownership: 89.98% → 91.28% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$11.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.48M |
| 3 |
P
Paradiem
Covington,
Louisiana
|
+$4.05M |
| 4 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$3.08M |
| 5 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$2.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.64M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$2.48M |
| 3 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$1.7M |
| 4 |
DSA
Droms Strauss Advisors
St. Louis,
Missouri
|
-$1.33M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$853K |
IBMP Hedge Fund Activity: Q1 2024 in Review
122 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q1 2024, worth a combined $378M — up 12% from $338M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IBMP positions and 7 closed out — a net gain of 9 holders — while 63 added to existing stakes and 23 trimmed.
The largest buyer was Corient Private Wealth, opening a new position worth an estimated $11.6M. The largest seller was Goldman Sachs, cutting an estimated $4.64M.
- 122 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q1 2024, up from 113 in Q4 2023.
- Funds reported $378M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q1 2024, up 12% quarter-over-quarter.
- 16 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q1 2024 and 7 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q1 2024 was Corient Private Wealth, an estimated $11.6M added.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q1 2024 was Goldman Sachs, an estimated $4.64M sold.
Based on aggregated 13F filings for Q1 2024.