iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
45 hedge funds and large institutions have $72M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
111% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 9
7% more funds holding
Funds holding: 42 → 45 (+3)
2.3% less ownership
Funds ownership: 108.53% → 106.23% (-2.3%)
5% less capital invested
Capital invested by funds: $76.1M → $72M (-$4.14M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$12.8M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.38M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.85M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.75M |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$18.2M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$2.23M |
| 3 |
F4L
Fortune 45 LLC
Gonzales,
Louisiana
|
-$356K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$284K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$247K |
IBMQ Hedge Fund Activity: Q3 2022 in Review
45 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q3 2022, worth a combined $72M — down 5.4% from $76.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBMQ positions and 3 closed out — a net gain of 4 holders — while 19 added to existing stakes and 9 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $12.8M. The largest seller was Jane Street, cutting an estimated $18.2M.
- 45 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q3 2022, up from 42 in Q2 2022.
- Funds reported $72M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q3 2022, down 5.4% quarter-over-quarter.
- 7 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q3 2022 and 3 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q3 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $12.8M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q3 2022 was Jane Street, an estimated $18.2M sold.
Based on aggregated 13F filings for Q3 2022.