iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
124 hedge funds and large institutions have $316M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 4 closing their positions.
399% more capital inflows, than outflows
Capital inflows: $32.3M | Capital outflows: $6.47M
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
66% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 32
7% more funds holding
Funds holding: 116 → 124 (+8)
0.63% less ownership
Funds ownership: 88.33% → 87.7% (-0.63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$6.71M |
| 2 |
Howland Capital Management
Boston,
Massachusetts
|
+$2.53M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.36M |
| 4 |
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$1.81M |
| 5 |
JP Morgan Chase
New York
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$1.48M |
| 2 |
Jane Street
New York
|
-$1.11M |
| 3 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$544K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$438K |
| 5 |
Old Mission Capital
Chicago,
Illinois
|
-$320K |
IBMQ Hedge Fund Activity: Q3 2024 in Review
124 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q3 2024, worth a combined $316M — up 12% from $283M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBMQ positions and 4 closed out — a net gain of 9 holders — while 53 added to existing stakes and 32 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $6.71M. The largest seller was Kathmere Capital Management, cutting an estimated $1.48M.
- 124 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q3 2024, up from 116 in Q2 2024.
- Funds reported $316M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 13 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q3 2024 and 4 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q3 2024 was HighTower Advisors, an estimated $6.71M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q3 2024 was Kathmere Capital Management, an estimated $1.48M sold.
Based on aggregated 13F filings for Q3 2024.