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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

122 hedge funds and large institutions have $378M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 24

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

8% more funds holding

Funds holding: 113 → 122 (+9)

8% more capital invested

Capital invested by funds: $350M → $378M (+$27.8M)

1.83% less ownership

Funds ownership: 93.11% → 91.28% (-1.8%)

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
62
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$11.6M
2
Ameriprise
Ameriprise
Minnesota
+$5.48M
3
P
Paradiem
Louisiana
+$4.05M
4
QFA
Quantum Financial Advisors
California
+$3.08M
5
LIA
LBMC Investment Advisors
Tennessee
+$2.99M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$11.7M
2
Goldman Sachs
Goldman Sachs
New York
-$4.64M
3
US Bancorp
US Bancorp
Minnesota
-$2.48M
4
CA
Crumly & Associates
Illinois
-$1.7M
5
DSA
Droms Strauss Advisors
Missouri
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
126
Mutual Advisors
Nebraska
– -$207K -8,134 Closed
TWM
127
Tradition Wealth Management
Minnesota
– -$32K -1,250 Closed
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
– -$18.8K -740 Closed
JP Morgan Chase
129
JP Morgan Chase
New York
– -$8.88K -349 Closed
2 3 4 5
6