iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
42 hedge funds and large institutions have $76.1M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 8 closing their positions.
122% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 9
17.57% more ownership
Funds ownership: 90.96% → 108.53% (+18%)
17% more capital invested
Capital invested by funds: $64.9M → $76.1M (+$11.2M)
5% less funds holding
Funds holding: 44 → 42 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$19M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.86M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.25M |
| 4 |
LPL Financial
San Diego,
California
|
+$944K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$877K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
-$12.4M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$2.09M |
| 3 |
LI
LMCG Investments
Boston,
Massachusetts
|
-$1.91M |
| 4 |
Morgan Stanley
New York
|
-$1.5M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$1.06M |
IBMQ Hedge Fund Activity: Q2 2022 in Review
42 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q2 2022, worth a combined $76.1M — up 17% from $64.9M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IBMQ and 6 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 20 added.
The largest buyer was Jane Street, adding an estimated $19M. The largest seller was Heartwood Wealth Advisors, exiting entirely with an estimated $12.4M sold.
- 42 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q2 2022, down from 44 in Q1 2022.
- Funds reported $76.1M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q2 2022, up 17% quarter-over-quarter.
- 6 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q2 2022 and 8 closed out, a net change of -2 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q2 2022 was Jane Street, an estimated $19M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q2 2022 was Heartwood Wealth Advisors, an estimated $12.4M sold.
Based on aggregated 13F filings for Q2 2022.