iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
82 hedge funds and large institutions have $179M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 2 closing their positions.
764% more capital inflows, than outflows
Capital inflows: $35.3M | Capital outflows: $4.08M
650% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 18
14% more funds holding
Funds holding: 72 → 82 (+10)
1.72% more ownership
Funds ownership: 84.94% → 86.66% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.26M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$5.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.67M |
| 4 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
+$3.03M |
| 5 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.75M |
| 2 |
Morgan Stanley
New York
|
-$379K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$311K |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$284K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$280K |
IBMQ Hedge Fund Activity: Q3 2023 in Review
82 of the 6,314 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q3 2023, worth a combined $179M — up 16% from $154M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBMQ positions and 2 closed out — a net gain of 13 holders — while 36 added to existing stakes and 18 trimmed.
The largest buyer was Bank of America, adding an estimated $6.26M. The largest seller was Jane Street, cutting an estimated $1.75M.
- 82 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q3 2023, up from 72 in Q2 2023.
- Funds reported $179M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q3 2023, up 16% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q3 2023 and 2 closed out, a net change of +13 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q3 2023 was Bank of America, an estimated $6.26M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q3 2023 was Jane Street, an estimated $1.75M sold.
Based on aggregated 13F filings for Q3 2023.