iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
101 hedge funds and large institutions have $260M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 8 closing their positions.
484% more capital inflows, than outflows
Capital inflows: $86.4M | Capital outflows: $14.8M
250% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 8
147% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 17
23% more funds holding
Funds holding: 82 → 101 (+19)
1.71% more ownership
Funds ownership: 86.66% → 88.37% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$12.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.43M |
| 3 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$7.63M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.42M |
| 5 |
Goldman Sachs
New York
|
+$4.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$8M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.87M |
| 3 |
Jane Street
New York
|
-$919K |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$857K |
| 5 |
MLA
MB, Levis & Associates
Center Valley,
Pennsylvania
|
-$468K |
IBMQ Hedge Fund Activity: Q4 2023 in Review
101 of the 6,873 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q4 2023, worth a combined $260M — up 45% from $179M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IBMQ positions and 8 closed out — a net gain of 20 holders — while 42 added to existing stakes and 17 trimmed.
The largest buyer was Kathmere Capital Management, adding an estimated $12.6M. The largest seller was Corient Private Wealth, exiting entirely with an estimated $8M sold.
- 101 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q4 2023, up from 82 in Q3 2023.
- Funds reported $260M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q4 2023, up 45% quarter-over-quarter.
- 28 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q4 2023 and 8 closed out, a net change of +20 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q4 2023 was Kathmere Capital Management, an estimated $12.6M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q4 2023 was Corient Private Wealth, an estimated $8M sold.
Based on aggregated 13F filings for Q4 2023.