iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
48 hedge funds and large institutions have $74.2M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
250% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 6
32% more capital invested
Capital invested by funds: $56.1M → $74.2M (+$18.1M)
30% more funds holding
Funds holding: 37 → 48 (+11)
10.98% less ownership
Funds ownership: 89.45% → 78.47% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.66M |
| 3 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$1.36M |
| 4 |
PWM
Praetorian Wealth Management
Carmel,
California
|
+$1.23M |
| 5 |
LHC
Little House Capital
Braintree,
Massachusetts
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$8.21M |
| 2 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$1.67M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$270K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$107K |
| 5 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$48.8K |
IBMR Hedge Fund Activity: Q1 2024 in Review
48 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) for Q1 2024, worth a combined $74.2M — up 32% from $56.1M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBMR positions and 4 closed out — a net gain of 11 holders — while 21 added to existing stakes and 6 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $15.3M. The largest seller was HighTower Advisors, exiting entirely with an estimated $8.21M sold.
- 48 institutional investors held iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) as of Q1 2024, up from 37 in Q4 2023.
- Funds reported $74.2M of iShares iBonds Dec 2029 Term Muni Bond ETF stock for Q1 2024, up 32% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2029 Term Muni Bond ETF positions in Q1 2024 and 4 closed out, a net change of +11 holders.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $15.3M added.
- The largest iShares iBonds Dec 2029 Term Muni Bond ETF seller in Q1 2024 was HighTower Advisors, an estimated $8.21M sold.
Based on aggregated 13F filings for Q1 2024.