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iShares iBonds Dec 2027 Term Muni Bond ETF

91 hedge funds and large institutions have $241M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

194% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 16

17% more capital invested

Capital invested by funds: $205M → $241M (+$35.7M)

11% more funds holding

Funds holding: 8291 (+9)

2.37% less ownership

Funds ownership: 93.59%91.22% (-2.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
47
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSIAS
51
Garden State Investment Advisory Services
New Jersey
$486K +$1.67K +66 +0.3%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$484K
CPIA
53
Cornell Pochily Investment Advisors
New York
$480K +$1.26K +50 +0.3%
VA
54
Valmark Advisers
Ohio
$443K +$11.4K +451 +3%
RFC
55
Regions Financial Corp
Alabama
$436K +$22.6K +893 +6%
WI
56
WrapManager Inc
California
$378K -$11.3K -446 -3%
CTC
57
Central Trust Company
Missouri
$364K +$244K +9,647 +207%
Ameriprise
58
Ameriprise
Minnesota
$364K +$66.9K +2,644 +23%
ACS
59
Archford Capital Strategies
Illinois
$354K +$4.23K +167 +1%
VNB
60
Virginia National Bank
Virginia
$314K
AM
61
Atwater Malick
Pennsylvania
$312K +$48.8K +1,929 +19%
CCA
62
Cora Capital Advisors
New Jersey
$306K +$304K +12,000 New
C1AG
63
Client 1st Advisory Group
Florida
$304K
Baird Financial Group
64
Baird Financial Group
Wisconsin
$283K +$281K +11,102 New
WCM
65
WealthBridge Capital Management
Ohio
$282K +$45.8K +1,810 +20%
SWA
66
Stratos Wealth Advisors
Ohio
$275K +$62.4K +2,466 +30%
AIP
67
Ameritas Investment Partners
Nebraska
$267K +$10.2K +402 +4%
AF
68
Arrow Financial
New York
$263K +$11.9K +470 +5%
BPA
69
Beacon Pointe Advisors
California
$259K -$50.6K -2,000 -16%
PWS
70
Peloton Wealth Strategists
Indiana
$255K
KC
71
Kades & Cheifetz
Pennsylvania
$253K +$252K +9,940 New
PTC
72
Private Trust Company
Ohio
$245K -$7.29K -288 -3%
LNC
73
Lincoln National Corp
Pennsylvania
$232K +$230K +9,106 New
ASN
74
Advisory Services Network
Georgia
$216K
CIC
75
Carnegie Investment Counsel
Ohio
$209K -$4.81K -190 -2%

IBMP Hedge Fund Activity: Q1 2023 in Review

91 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q1 2023, worth a combined $241M — up 17% from $205M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMP positions and 2 closed out — a net gain of 10 holders — while 47 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.56M. The largest seller was Sound View Wealth Advisors Group, cutting an estimated $1.71M.

  • 91 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q1 2023, up from 82 in Q4 2022.
  • Funds reported $241M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q1 2023, up 17% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q1 2023 and 2 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q1 2023 was Jane Street, an estimated $5.56M added.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q1 2023 was Sound View Wealth Advisors Group, an estimated $1.71M sold.

Based on aggregated 13F filings for Q1 2023.