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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

42 hedge funds and large institutions have $44M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

14% more capital invested

Capital invested by funds: $38.6M → $44M (+$5.39M)

8% more funds holding

Funds holding: 39 → 42 (+3)

1.28% more ownership

Funds ownership: 71.08% → 72.36% (+1.3%)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.59M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$1.34M
3
Jane Street
Jane Street
New York
+$1.3M
4
US Bancorp
US Bancorp
Minnesota
+$395K
5
FIM
Freedom Investment Management
Connecticut
+$295K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$372K
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$196K
3
SCA
Stonebridge Capital Advisors
Minnesota
-$36.8K
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$32.1K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$23.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
26
Peloton Wealth Strategists
Indiana
$324K – – –
FIM
27
Freedom Investment Management
Connecticut
$293K +$295K +10,846 New
ACS
28
Archford Capital Strategies
Illinois
$289K – – –
CCA
29
Childress Capital Advisors
Texas
$261K – – –
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$227K -$15.3K -561 -6%
AWM
31
Altium Wealth Management
New York
$215K +$217K +7,966 New
CTC
32
Central Trust Company
Missouri
$105K – – –
ADL
33
Asset Dedication LLC
California
$54K – – –
BCPWM
34
Bradley & Co Private Wealth Management
Florida
$52K – – –
FNBOSM
35
First National Bank of South Miami
Florida
$45K – – –
SCA
36
Stonebridge Capital Advisors
Minnesota
$37K -$36.8K -1,352 -50%
MCM
37
MV Capital Management
Maryland
$26K – – –
RIM
38
Rockbridge Investment Management
New York
$26K – – –
TWM
39
Tradition Wealth Management
Minnesota
$22K +$54 +2 +0.2%
VCM
40
Vigilant Capital Management
Maine
$2K – – –
BlackRock
41
BlackRock
New York
$2K +$1.61K +59 New
HI
42
Harbour Investments
Wisconsin
$1K – – –
Citadel Advisors
43
Citadel Advisors
Florida
– -$372K -13,688 Closed
ASN
44
Advisory Services Network
Georgia
– -$11K -411 Closed
1
2

IBMP Hedge Fund Activity: Q3 2021 in Review

42 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q3 2021, worth a combined $44M — up 14% from $38.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBMP positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.59M. The largest seller was Citadel Advisors, exiting entirely with an estimated $372K sold.

  • 42 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q3 2021, up from 39 in Q2 2021.
  • Funds reported $44M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q3 2021 and 2 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q3 2021 was Morgan Stanley, an estimated $1.59M added.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $372K sold.

Based on aggregated 13F filings for Q3 2021.