iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
134 hedge funds and large institutions have $420M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 27 reducing their positions, and 4 closing their positions.
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
126% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 27
11% more funds holding
Funds holding: 121 → 134 (+13)
8% more capital invested
Capital invested by funds: $389M → $420M (+$31.3M)
0.68% less ownership
Funds ownership: 90.6% → 89.92% (-0.68%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.64M |
| 2 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$2.39M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.82M |
| 4 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$1.79M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$1.46M |
| 2 |
Morgan Stanley
New York
|
-$928K |
| 3 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$545K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$496K |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$410K |
IBMP Hedge Fund Activity: Q3 2024 in Review
134 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q3 2024, worth a combined $420M — up 8% from $389M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IBMP positions and 4 closed out — a net gain of 15 holders — while 61 added to existing stakes and 27 trimmed.
The largest buyer was Bank of America, adding an estimated $2.64M. The largest seller was Kathmere Capital Management, cutting an estimated $1.46M.
- 134 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q3 2024, up from 121 in Q2 2024.
- Funds reported $420M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q3 2024, up 8% quarter-over-quarter.
- 19 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q3 2024 and 4 closed out, a net change of +15 holders.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q3 2024 was Bank of America, an estimated $2.64M added.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q3 2024 was Kathmere Capital Management, an estimated $1.46M sold.
Based on aggregated 13F filings for Q3 2024.