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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

53 hedge funds and large institutions have $66.6M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

28% more capital invested

Capital invested by funds: $52M → $66.6M (+$14.6M)

28.05% more ownership

Funds ownership: 76.86% → 104.91% (+28%)

18% more funds holding

Funds holding: 45 → 53 (+8)

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$5.85M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.05M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.05M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$1.42M
5
Jane Street
Jane Street
New York
+$1.11M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.97M
2
FTUS
Flow Traders U.S.
New York
-$515K
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$310K
4
AWM
Altium Wealth Management
New York
-$215K
5
RPSA
Richard P. Slaughter Associates
Texas
-$210K
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
26
Valmark Advisers
Ohio
$519K -$10.2K -391 -2%
OMC
27
Old Mission Capital
Illinois
$499K +$514K +19,631 New
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$429K -$310K -11,854 -41%
PFM
29
Phillips Financial Management
Indiana
$416K – – –
Creative Planning
30
Creative Planning
Kansas
$408K -$166K -6,332 -28%
SVWAG
31
Sound View Wealth Advisors Group
Georgia
$407K +$92K +3,512 +28%
Stifel Financial
32
Stifel Financial
Missouri
$359K -$44.1K -1,686 -11%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$347K +$358K +13,663 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$342K – – –
WI
35
WrapManager Inc
California
$319K -$2.2K -84 -0.7%
VNB
36
Virginia National Bank
Virginia
$314K +$323K +12,351 New
ACS
37
Archford Capital Strategies
Illinois
$311K +$38.4K +1,468 +14%
PWS
38
Peloton Wealth Strategists
Indiana
$305K – – –
BOPW
39
Brandywine Oak Private Wealth
Pennsylvania
$297K +$63K +2,406 +26%
AFP
40
Ausdal Financial Partners
Iowa
$262K -$9.85K -376 -4%
RFC
41
Regions Financial Corp
Alabama
$254K -$101K -3,852 -28%
FIM
42
Freedom Investment Management
Connecticut
$251K +$4.56K +174 +2%
SPIA
43
Steward Partners Investment Advisory
New York
$200K +$206K +7,860 New
CTC
44
Central Trust Company
Missouri
$99K – – –
FNBOSM
45
First National Bank of South Miami
Florida
$62K +$20.3K +775 +47%
SCA
46
Stonebridge Capital Advisors
Minnesota
$55K +$21K +802 +59%
ADL
47
Asset Dedication LLC
California
$51K – – –
TWM
48
Tradition Wealth Management
Minnesota
$31K +$10.5K +402 +50%
VCM
49
Vigilant Capital Management
Maine
$28K +$15.7K +600 +122%
RIM
50
Rockbridge Investment Management
New York
$24.4K – – –
1
2
3

IBMP Hedge Fund Activity: Q1 2022 in Review

53 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q1 2022, worth a combined $66.6M — up 28% from $52M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMP positions and 4 closed out — a net gain of 8 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $5.85M. The largest seller was Morgan Stanley, cutting an estimated $1.97M.

  • 53 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q1 2022, up from 45 in Q4 2021.
  • Funds reported $66.6M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q1 2022, up 28% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q1 2022 and 4 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q1 2022 was HighTower Advisors, an estimated $5.85M added.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $1.97M sold.

Based on aggregated 13F filings for Q1 2022.