iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
11 hedge funds and large institutions have $9.7M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
520% more capital invested
Capital invested by funds: $1.56M → $9.7M (+$8.14M)
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
176.02% more ownership
Funds ownership: 42.01% → 218.03% (+176%)
57% more funds holding
Funds holding: 7 → 11 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$8.81M |
| 2 |
KA
Klingman & Associates
New York
|
+$537K |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$317K |
| 4 |
PA
Parallel Advisors
San Francisco,
California
|
+$246K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$75.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$662K |
| 2 |
BlackRock
New York
|
-$246K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
1
NewEdge Advisors
New Orleans,
Louisiana
| $7.85M | +$8.81M | +358,586 | New |
|
|
KA
2
Klingman & Associates
New York
| $522K | +$537K | +21,856 | New |
|
3
Cetera Investment Advisers
Schaumburg,
Illinois
| $477K | – | – | – |
|
|
CIM
4
Confluence Investment Management
St. Louis,
Missouri
| $308K | +$317K | +12,887 | New |
|
|
PA
5
Parallel Advisors
San Francisco,
California
| $239K | +$246K | +10,000 | New |
|
|
BFEC
6
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $121K | +$75.2K | +3,061 | +153% |
|
|
SSB
7
Sandy Spring Bank
Olney,
Maryland
| $116K | +$44.7K | +1,820 | +60% |
|
|
SPIA
8
Steward Partners Investment Advisory
New York
| $36.9K | +$19.8K | +808 | +110% |
|
9
Wells Fargo
San Francisco,
California
| $23.9K | +$12.3K | +500 | +100% |
|
|
AA
10
Addison Advisors
Middlebury,
Vermont
| $4.89K | +$5.04K | +205 | New |
|
|
11
BlackRock
New York
| $1.48K | -$246K | -10,000 | -99% |
|
|
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$662K | -26,673 | Closed |
|
IBMR Hedge Fund Activity: Q3 2023 in Review
11 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) for Q3 2023, worth a combined $9.7M — up 520% from $1.56M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBMR positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $8.81M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $662K sold.
- 11 institutional investors held iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) as of Q3 2023, up from 7 in Q2 2023.
- Funds reported $9.7M of iShares iBonds Dec 2029 Term Muni Bond ETF stock for Q3 2023, up 520% quarter-over-quarter.
- 5 funds opened new iShares iBonds Dec 2029 Term Muni Bond ETF positions in Q3 2023 and 1 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF buyer in Q3 2023 was NewEdge Advisors, an estimated $8.81M added.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF seller in Q3 2023 was Susquehanna International Group, an estimated $662K sold.
Based on aggregated 13F filings for Q3 2023.