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.
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)
Top Buyers
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$5.85M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.05M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.05M |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$1.42M |
| 5 |
Jane Street
New York
|
+$1.11M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
51
MV Capital Management
Bethesda,
Maryland
| $24K | – | – | – |
|
|
SC
52
Stephens Consulting
Flint,
Michigan
| $7.99K | +$8.22K | +314 | New |
|
53
BlackRock
New York
| $2K | – | – | – |
|
|
FTUS
54
Flow Traders U.S.
New York
| – | -$515K | -19,031 | Closed |
|
|
AWM
55
Altium Wealth Management
Purchase,
New York
| – | -$215K | -7,966 | Closed |
|
|
RPSA
56
Richard P. Slaughter Associates
Austin,
Texas
| – | -$210K | -7,780 | Closed |
|
|
BCPWM
57
Bradley & Co Private Wealth Management
Miami,
Florida
| – | -$161K | -5,938 | Closed |
|
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.