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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

29 hedge funds and large institutions have $17.9M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

32% more funds holding

Funds holding: 22 → 29 (+7)

14% more capital invested

Capital invested by funds: $15.7M → $17.9M (+$2.15M)

1.54% less ownership

Funds ownership: 75.55% → 74.02% (-1.5%)

Holders
29
Holders Change
+7
Holders Change %
+31.82%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$702K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$681K
3
Morgan Stanley
Morgan Stanley
New York
+$580K
4
Bank of America
Bank of America
North Carolina
+$421K
5
Mariner
Mariner
Kansas
+$307K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.54M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$232K
3
ADL
Asset Dedication LLC
California
-$151K
4
CIM
Confluence Investment Management
Missouri
-$144K
5
BPA
Beacon Pointe Advisors
California
-$19.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
26
Rockbridge Investment Management
New York
$26K +$25.4K +962 New
TF
27
TimeScale Financial
Massachusetts
$16K – – –
BEI
28
Benjamin Edwards Inc
Missouri
$4K -$580 -22 -14%
ADL
29
Asset Dedication LLC
California
$1K -$151K -5,741 -99%
1
2

IBMP Hedge Fund Activity: Q2 2020 in Review

29 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q2 2020, worth a combined $17.9M — up 14% from $15.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBMP positions and 0 closed out — a net gain of 7 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Wells Fargo, adding an estimated $702K. The largest seller was Jane Street, cutting an estimated $2.54M.

  • 29 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q2 2020, up from 22 in Q1 2020.
  • Funds reported $17.9M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q2 2020, up 14% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q2 2020 and 0 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q2 2020 was Wells Fargo, an estimated $702K added.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q2 2020 was Jane Street, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2020.