iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
72 hedge funds and large institutions have $154M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
160% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 15
30% more capital invested
Capital invested by funds: $118M → $154M (+$35.9M)
9% more funds holding
Funds holding: 66 → 72 (+6)
8.74% more ownership
Funds ownership: 76.19% → 84.94% (+8.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$15M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.7M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$7.08M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$603K |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$559K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.53M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.41M |
| 3 |
Morgan Stanley
New York
|
-$906K |
| 4 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$472K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$445K |
IBMQ Hedge Fund Activity: Q2 2023 in Review
72 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q2 2023, worth a combined $154M — up 30% from $118M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBMQ positions and 2 closed out — a net gain of 6 holders — while 39 added to existing stakes and 15 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $15M. The largest seller was Jane Street, cutting an estimated $1.53M.
- 72 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q2 2023, up from 66 in Q1 2023.
- Funds reported $154M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q2 2023, up 30% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q2 2023 and 2 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $15M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q2 2023 was Jane Street, an estimated $1.53M sold.
Based on aggregated 13F filings for Q2 2023.