iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
132 hedge funds and large institutions have $355M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 27 reducing their positions, and 9 closing their positions.
440% more capital inflows, than outflows
Capital inflows: $73.2M | Capital outflows: $13.6M
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
111% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 27
7% more funds holding
Funds holding: 123 → 132 (+9)
2.52% more ownership
Funds ownership: 87.69% → 90.21% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$16.1M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$9.38M |
| 3 |
CIA
Covington Investment Advisors
Ligonier,
Pennsylvania
|
+$6.08M |
| 4 |
Morgan Stanley
New York
|
+$5.1M |
| 5 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$3.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$3.35M |
| 2 |
JP Morgan Chase
New York
|
-$1.76M |
| 3 |
EFP
Envision Financial Planning
Memphis,
Tennessee
|
-$1.03M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$972K |
| 5 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$950K |
IBMQ Hedge Fund Activity: Q4 2024 in Review
132 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q4 2024, worth a combined $355M — up 13% from $316M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IBMQ positions and 9 closed out — a net gain of 13 holders — while 57 added to existing stakes and 27 trimmed.
The largest buyer was Bank of America, adding an estimated $16.1M. The largest seller was Mercer Global Advisors, cutting an estimated $3.35M.
- 132 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q4 2024, up from 123 in Q3 2024.
- Funds reported $355M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q4 2024, up 13% quarter-over-quarter.
- 22 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q4 2024 and 9 closed out, a net change of +13 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q4 2024 was Bank of America, an estimated $16.1M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $3.35M sold.
Based on aggregated 13F filings for Q4 2024.