We are live on ! Find out more
IBMP icon

iShares iBonds Dec 2027 Term Muni Bond ETF

45 hedge funds and large institutions have $52M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 3

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

18% more capital invested

Capital invested by funds: $44M → $52M (+$8M)

7% more funds holding

Funds holding: 4245 (+3)

4.51% more ownership

Funds ownership: 72.36%76.86% (+4.5%)

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$364K +$137K +5,070 +60%
WI
27
WrapManager Inc
California
$342K -$2.91K -108 -0.8%
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$338K
PWS
29
Peloton Wealth Strategists
Indiana
$324K
ACS
30
Archford Capital Strategies
Illinois
$292K +$2.81K +104 +1%
AFP
31
Ausdal Financial Partners
Iowa
$288K +$288K +10,668 New
BOPW
32
Brandywine Oak Private Wealth
Pennsylvania
$264K +$251K +9,305 New
FIM
33
Freedom Investment Management
Connecticut
$263K -$30.6K -1,133 -10%
AWM
34
Altium Wealth Management
New York
$215K
RPSA
35
Richard P. Slaughter Associates
Texas
$210K +$210K +7,780 New
BCPWM
36
Bradley & Co Private Wealth Management
Florida
$161K +$108K +4,006 +207%
CTC
37
Central Trust Company
Missouri
$105K
ADL
38
Asset Dedication LLC
California
$54K
FNBOSM
39
First National Bank of South Miami
Florida
$45K
SCA
40
Stonebridge Capital Advisors
Minnesota
$37K +$54 +2 +0.1%
MCM
41
MV Capital Management
Maryland
$26K
RIM
42
Rockbridge Investment Management
New York
$26K
TWM
43
Tradition Wealth Management
Minnesota
$22K +$54 +2 +0.2%
VCM
44
Vigilant Capital Management
Maine
$13K +$10.8K +400 +444%
BlackRock
45
BlackRock
New York
$2K
Jane Street
46
Jane Street
New York
-$1.29M -47,682 Closed
BPA
47
Beacon Pointe Advisors
California
-$331K -12,252 Closed
CCA
48
Childress Capital Advisors
Texas
-$261K -9,700 Closed
HI
49
Harbour Investments
Wisconsin
-$1K -27 Closed

IBMP Hedge Fund Activity: Q4 2021 in Review

45 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q4 2021, worth a combined $52M — up 18% from $44M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBMP positions and 4 closed out — a net gain of 3 holders — while 23 added to existing stakes and 3 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.36M. The largest seller was Jane Street, exiting entirely with an estimated $1.29M sold.

  • 45 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q4 2021, up from 42 in Q3 2021.
  • Funds reported $52M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q4 2021, up 18% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q4 2021 and 4 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q4 2021 was Wells Fargo, an estimated $2.36M added.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q4 2021 was Jane Street, an estimated $1.29M sold.

Based on aggregated 13F filings for Q4 2021.