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.
1,009% more capital inflows, than outflows
Capital inflows: $10.1M | Capital outflows: $908K
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
57% more funds holding
Funds holding: 7 → 11 (+4)
9.95% more ownership
Funds ownership: 1.68% → 11.63% (+9.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NewEdge Advisors
New Orleans,
Louisiana
|
+$8.81M |
| 2 |
Klingman & Associates
New York
|
+$537K |
| 3 |
Confluence Investment Management
St. Louis,
Missouri
|
+$317K |
| 4 |
Parallel Advisors
San Francisco,
California
|
+$246K |
| 5 |
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 |
IBMR Hedge Fund Activity: Q3 2023 in Review
11 of the 6,316 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.