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iShares iBonds Dec 2027 Term Muni Bond ETF

146 hedge funds and large institutions have $445M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

117% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 30

9% more funds holding

Funds holding: 134146 (+12)

6% more capital invested

Capital invested by funds: $420M → $445M (+$25.5M)

0.45% less ownership

Funds ownership: 89.92%89.46% (-0.45%)

Holders
146
Holders Change
+12
Holders Change %
+8.96%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
65
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change

IBMP Hedge Fund Activity: Q4 2024 in Review

146 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q4 2024, worth a combined $445M — up 6.1% from $420M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBMP positions and 7 closed out — a net gain of 16 holders — while 65 added to existing stakes and 30 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $4.42M. The largest seller was Mercer Global Advisors, cutting an estimated $3.41M.

  • 146 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q4 2024, up from 134 in Q3 2024.
  • Funds reported $445M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q4 2024, up 6.1% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q4 2024 and 7 closed out, a net change of +16 holders.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q4 2024 was HighTower Advisors, an estimated $4.42M added.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $3.41M sold.

Based on aggregated 13F filings for Q4 2024.