iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
66 hedge funds and large institutions have $118M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 4 closing their positions.
209% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 11
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
11% more capital invested
Capital invested by funds: $106M → $118M (+$12.1M)
10% more funds holding
Funds holding: 60 → 66 (+6)
7.36% less ownership
Funds ownership: 83.55% → 76.19% (-7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.06M |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$1.34M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.23M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.08M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$954K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$2.08M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.51M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$789K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$502K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$348K |
IBMQ Hedge Fund Activity: Q1 2023 in Review
66 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q1 2023, worth a combined $118M — up 11% from $106M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBMQ positions and 4 closed out — a net gain of 6 holders — while 34 added to existing stakes and 11 trimmed.
The largest buyer was Jane Street, adding an estimated $4.06M. The largest seller was Sound View Wealth Advisors Group, exiting entirely with an estimated $2.08M sold.
- 66 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q1 2023, up from 60 in Q4 2022.
- Funds reported $118M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q1 2023, up 11% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q1 2023 and 4 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q1 2023 was Jane Street, an estimated $4.06M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q1 2023 was Sound View Wealth Advisors Group, an estimated $2.08M sold.
Based on aggregated 13F filings for Q1 2023.