iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
60 hedge funds and large institutions have $106M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 2 closing their positions.
800% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 2
118% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 11
47% more capital invested
Capital invested by funds: $72M → $106M (+$34M)
33% more funds holding
Funds holding: 45 → 60 (+15)
22.68% less ownership
Funds ownership: 106.23% → 83.55% (-23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$9.2M |
| 2 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$4.28M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.93M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.63M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$3.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$5.65M |
| 2 |
Jane Street
New York
|
-$1.57M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1.24M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$614K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$457K |
IBMQ Hedge Fund Activity: Q4 2022 in Review
60 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q4 2022, worth a combined $106M — up 47% from $72M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IBMQ positions and 2 closed out — a net gain of 16 holders — while 24 added to existing stakes and 11 trimmed.
The largest buyer was Hengehold Capital Management, opening a new position worth an estimated $9.2M. The largest seller was Confluence Investment Management, cutting an estimated $5.65M.
- 60 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q4 2022, up from 45 in Q3 2022.
- Funds reported $106M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q4 2022, up 47% quarter-over-quarter.
- 18 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q4 2022 and 2 closed out, a net change of +16 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q4 2022 was Hengehold Capital Management, an estimated $9.2M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q4 2022 was Confluence Investment Management, an estimated $5.65M sold.
Based on aggregated 13F filings for Q4 2022.