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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

39 hedge funds and large institutions have $38.6M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 3

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

23% more capital invested

Capital invested by funds: $31.4M → $38.6M (+$7.18M)

3% more funds holding

Funds holding: 38 → 39 (+1)

2.51% more ownership

Funds ownership: 68.57% → 71.08% (+2.5%)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
21
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$4.81M
2
PWM
Praetorian Wealth Management
California
+$888K
3
Morgan Stanley
Morgan Stanley
New York
+$831K
4
Creative Planning
Creative Planning
Kansas
+$624K
5
PFM
Phillips Financial Management
Indiana
+$355K

Top Sellers

1
Jane Street
Jane Street
New York
-$839K
2
Citadel Advisors
Citadel Advisors
Florida
-$509K
3
Mariner
Mariner
Kansas
-$353K
4
RJA
Raymond James & Associates
Florida
-$213K
5
Wells Fargo
Wells Fargo
California
-$40.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
26
Archford Capital Strategies
Illinois
$290K +$70.1K +2,584 +32%
CCA
27
Childress Capital Advisors
Texas
$263K – – –
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$244K +$143K +5,292 +144%
CTC
29
Central Trust Company
Missouri
$106K – – –
SCA
30
Stonebridge Capital Advisors
Minnesota
$73K +$36.7K +1,355 +100%
ADL
31
Asset Dedication LLC
California
$54K +$53.3K +1,965 +3,930%
BCPWM
32
Bradley & Co Private Wealth Management
Florida
$52K – – –
FNBOSM
33
First National Bank of South Miami
Florida
$45K – – –
MCM
34
MV Capital Management
Maryland
$26K – – –
RIM
35
Rockbridge Investment Management
New York
$26K – – –
TWM
36
Tradition Wealth Management
Minnesota
$22K +$27 +1 +0.1%
ASN
37
Advisory Services Network
Georgia
$11K +$11.1K +411 New
VCM
38
Vigilant Capital Management
Maine
$2K +$2.44K +90 New
HI
39
Harbour Investments
Wisconsin
$1K – – –
Jane Street
40
Jane Street
New York
– -$839K -31,138 Closed
Mariner
41
Mariner
Kansas
– -$353K -13,095 Closed
RJA
42
Raymond James & Associates
Florida
– -$213K -7,890 Closed
AIC
43
Ameritas Investment Company
Nebraska
– -$24.7K -915 Closed
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