iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
116 hedge funds and large institutions have $283M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 8 closing their positions.
115% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 26
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
3% more funds holding
Funds holding: 113 → 116 (+3)
1% more capital invested
Capital invested by funds: $281M → $283M (+$1.42M)
1.5% less ownership
Funds ownership: 89.82% → 88.33% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$20M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.02M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.26M |
| 5 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$4.05M |
| 2 |
Jane Street
New York
|
-$1.42M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.41M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$865K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$804K |
IBMQ Hedge Fund Activity: Q2 2024 in Review
116 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q2 2024, worth a combined $283M — up 0.51% from $281M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IBMQ positions and 8 closed out — a net gain of 6 holders — while 56 added to existing stakes and 26 trimmed.
The largest buyer was Clearstead Advisors, opening a new position worth an estimated $20M. The largest seller was Crumly & Associates, cutting an estimated $4.05M.
- 116 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q2 2024, up from 113 in Q1 2024.
- Funds reported $283M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q2 2024, up 0.51% quarter-over-quarter.
- 14 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q2 2024 and 8 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $20M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q2 2024 was Crumly & Associates, an estimated $4.05M sold.
Based on aggregated 13F filings for Q2 2024.