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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

Overview Fund Activity

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.

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
1
Morgan Stanley
New York
$6.08M
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$1.33M
3
Jane Street
3
Jane Street
New York
$1.29M
4
US Bancorp
4
US Bancorp
Minnesota
$5.06M
5
FIM
5
Freedom Investment Management
Connecticut
$293K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$776K
3
SCA
3
Stonebridge Capital Advisors
Minnesota
$37K
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$896K
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
26
Peloton Wealth Strategists
Indiana
$324K 12,000 – –
FIM
27
Freedom Investment Management
Connecticut
$293K 10,846 +10,846 New
ACS
28
Archford Capital Strategies
Illinois
$289K 10,686 – –
CCA
29
Childress Capital Advisors
Texas
$261K 9,700 – –
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$227K 8,406 -561 -6%
AWM
31
Altium Wealth Management
New York
$215K 7,966 +7,966 New
CTC
32
Central Trust Company
Missouri
$105K 3,900 – –
ADL
33
Asset Dedication LLC
California
$54K 2,015 – –
BCPWM
34
Bradley & Co Private Wealth Management
Florida
$52K 1,932 – –
FNBOSM
35
First National Bank of South Miami
Florida
$45K 1,653 – –
SCA
36
Stonebridge Capital Advisors
Minnesota
$37K 1,357 -1,352 -50%
RIM
37
Rockbridge Investment Management
New York
$26K 962 – –
MCM
38
MV Capital Management
Maryland
$26K 953 – –
TWM
39
Tradition Wealth Management
Minnesota
$22K 807 +2 +0.2%
VCM
40
Vigilant Capital Management
Maine
$2K 90 – –
BlackRock
41
BlackRock
New York
$2K 59 +59 New
HI
42
Harbour Investments
Wisconsin
$1K 27 – –
Citadel Advisors
43
Citadel Advisors
Florida
– – -13,688 Closed
ASN
44
Advisory Services Network
Georgia
– – -411 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
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