iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
121 hedge funds and large institutions have $389M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 8 closing their positions.
118% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 28
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
3% more capital invested
Capital invested by funds: $378M → $389M (+$10.7M)
0.68% less ownership
Funds ownership: 91.28% → 90.6% (-0.68%)
1% less funds holding
Funds holding: 122 → 121 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$19.8M |
| 2 |
Morgan Stanley
New York
|
+$4.25M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.49M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.37M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$4.09M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$1.1M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.08M |
| 4 |
RHP
Royal Harbor Partners
Houston,
Texas
|
-$898K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$890K |
IBMP Hedge Fund Activity: Q2 2024 in Review
121 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q2 2024, worth a combined $389M — up 2.8% from $378M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IBMP positions and 8 closed out — a net gain of 3 holders — while 61 added to existing stakes and 28 trimmed.
The largest buyer was Clearstead Advisors, opening a new position worth an estimated $19.8M. The largest seller was Crumly & Associates, cutting an estimated $4.09M.
- 121 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q2 2024, down from 122 in Q1 2024.
- Funds reported $389M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q2 2024, up 2.8% quarter-over-quarter.
- 11 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q2 2024 and 8 closed out, a net change of +3 holders.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $19.8M added.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q2 2024 was Crumly & Associates, an estimated $4.09M sold.
Based on aggregated 13F filings for Q2 2024.