iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
37 hedge funds and large institutions have $56.1M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
2,600% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 1
478% more capital invested
Capital invested by funds: $9.7M → $56.1M (+$46.4M)
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
236% more funds holding
Funds holding: 11 → 37 (+26)
128.58% less ownership
Funds ownership: 218.03% → 89.45% (-129%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$16.4M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$7.86M |
| 3 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$7.57M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$6.03M |
| 5 |
CPWM
Cypress Point Wealth Management
Dallas,
Texas
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$7.85M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$25 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $210K | +$201K | +8,200 | New |
|
27
Mariner
Overland Park,
Kansas
| $209K | +$200K | +8,173 | New |
|
28
Commonwealth Equity Services
Waltham,
Massachusetts
| $203K | +$195K | +7,942 | New |
|
|
BFEC
29
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $130K | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $39.8K | +$13.6K | +554 | +55% |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $39.6K | – | – | – |
|
|
GEA
32
Glen Eagle Advisors
Kingston,
New Jersey
| $38.4K | +$36.8K | +1,500 | New |
|
33
UBS Group
Zurich,
Switzerland
| $30.7K | +$29.4K | +1,201 | New |
|
|
AF
34
Allworth Financial
Folsom,
California
| $21.2K | +$20.3K | +829 | New |
|
|
AP
35
Aspect Partners
Fairfax,
Virginia
| $19.7K | +$18.9K | +771 | New |
|
|
AA
36
Addison Advisors
Middlebury,
Vermont
| $6.53K | +$1.23K | +50 | +24% |
|
37
BlackRock
New York
| $1.59K | – | – | – |
|
|
NA
38
NewEdge Advisors
New Orleans,
Louisiana
| – | -$7.85M | -358,586 | Closed |
|
IBMR Hedge Fund Activity: Q4 2023 in Review
37 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) for Q4 2023, worth a combined $56.1M — up 478% from $9.7M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IBMR positions and 1 closed out — a net gain of 26 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $16.4M. The largest seller was NewEdge Advisors, exiting entirely with an estimated $7.85M sold.
- 37 institutional investors held iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) as of Q4 2023, up from 11 in Q3 2023.
- Funds reported $56.1M of iShares iBonds Dec 2029 Term Muni Bond ETF stock for Q4 2023, up 478% quarter-over-quarter.
- 27 funds opened new iShares iBonds Dec 2029 Term Muni Bond ETF positions in Q4 2023 and 1 closed out, a net change of +26 holders.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF buyer in Q4 2023 was Wilbanks Smith & Thomas Asset Management, an estimated $16.4M added.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF seller in Q4 2023 was NewEdge Advisors, an estimated $7.85M sold.
Based on aggregated 13F filings for Q4 2023.