iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
113 hedge funds and large institutions have $281M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 23 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
135% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 23
12% more funds holding
Funds holding: 101 → 113 (+12)
8% more capital invested
Capital invested by funds: $260M → $281M (+$21.4M)
1.46% more ownership
Funds ownership: 88.37% → 89.82% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$8.82M |
| 2 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$2.52M |
| 3 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$1.75M |
| 4 |
Jane Street
New York
|
+$1.6M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.66M |
| 2 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$1.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.6M |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$1.21M |
| 5 |
DSA
Droms Strauss Advisors
St. Louis,
Missouri
|
-$947K |
IBMQ Hedge Fund Activity: Q1 2024 in Review
113 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q1 2024, worth a combined $281M — up 8.2% from $260M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IBMQ positions and 5 closed out — a net gain of 12 holders — while 54 added to existing stakes and 23 trimmed.
The largest buyer was Corient Private Wealth, opening a new position worth an estimated $8.82M. The largest seller was Goldman Sachs, cutting an estimated $4.66M.
- 113 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q1 2024, up from 101 in Q4 2023.
- Funds reported $281M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q1 2024, up 8.2% quarter-over-quarter.
- 17 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q1 2024 and 5 closed out, a net change of +12 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q1 2024 was Corient Private Wealth, an estimated $8.82M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q1 2024 was Goldman Sachs, an estimated $4.66M sold.
Based on aggregated 13F filings for Q1 2024.