iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
26 hedge funds and large institutions have $24.9M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 6 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 4
39% more capital invested
Capital invested by funds: $17.9M → $24.9M (+$7M)
0.54% less ownership
Funds ownership: 74.02% → 73.48% (-0.54%)
10% less funds holding
Funds holding: 29 → 26 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$4.25M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$984K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$918K |
| 4 |
PWM
Praetorian Wealth Management
Carmel,
California
|
+$763K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$570K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$527K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$312K |
| 3 |
Jane Street
New York
|
-$231K |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$163K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$128K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BlackRock
New York
| $2K | +$1.6K | +59 | New |
|
|
27
Stifel Financial
St. Louis,
Missouri
| – | -$527K | -19,659 | Closed |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$312K | -11,643 | Closed |
|
|
BFEC
29
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$128K | -4,788 | Closed |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| – | -$31K | -1,140 | Closed |
|
|
TF
31
TimeScale Financial
Danvers,
Massachusetts
| – | -$16K | -610 | Closed |
|
|
BEI
32
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$4K | -132 | Closed |
|
IBMP Hedge Fund Activity: Q3 2020 in Review
26 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q3 2020, worth a combined $24.9M — up 39% from $17.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of IBMP and 3 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 16 added.
The largest buyer was US Bancorp, adding an estimated $4.25M. The largest seller was Stifel Financial, exiting entirely with an estimated $527K sold.
- 26 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q3 2020, down from 29 in Q2 2020.
- Funds reported $24.9M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q3 2020, up 39% quarter-over-quarter.
- 3 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q3 2020 and 6 closed out, a net change of -3 holders.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q3 2020 was US Bancorp, an estimated $4.25M added.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q3 2020 was Stifel Financial, an estimated $527K sold.
Based on aggregated 13F filings for Q3 2020.