iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
32 hedge funds and large institutions have $30M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
23% more funds holding
Funds holding: 26 → 32 (+6)
21% more capital invested
Capital invested by funds: $24.9M → $30M (+$5.16M)
2.56% less ownership
Funds ownership: 73.48% → 70.92% (-2.6%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
LPL Financial
San Diego,
California
| $203K | +$202K | +7,435 | New |
|
|
CTC
27
Central Trust Company
Jefferson City,
Missouri
| $107K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $100K | -$13.9K | -513 | -12% |
|
|
ADL
29
Asset Dedication LLC
San Francisco,
California
| $54K | – | – | – |
|
|
FNBOSM
30
First National Bank of South Miami
South Miami,
Florida
| $45K | +$44.8K | +1,653 | New |
|
|
RIM
31
Rockbridge Investment Management
Syracuse,
New York
| $26K | – | – | – |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| $8K | -$20.3K | -748 | -72% |
|
33
BlackRock
New York
| – | -$2K | -59 | Closed |
|
IBMP Hedge Fund Activity: Q4 2020 in Review
32 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q4 2020, worth a combined $30M — up 21% from $24.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBMP positions and 1 closed out — a net gain of 6 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.03M. The largest seller was US Bancorp, cutting an estimated $644K.
- 32 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q4 2020, up from 26 in Q3 2020.
- Funds reported $30M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q4 2020, up 21% quarter-over-quarter.
- 7 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q4 2020 and 1 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q4 2020 was Morgan Stanley, an estimated $1.03M added.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q4 2020 was US Bancorp, an estimated $644K sold.
Based on aggregated 13F filings for Q4 2020.