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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
IBMP
134 hedge funds and large institutions have $420M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 27 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
126% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 27
11% more funds holding
Funds holding: 121 → 134 (+13)
8% more capital invested
Capital invested by funds: $389M → $420M (+$31.3M)
0.68% less ownership
Funds ownership: 90.6% → 89.92% (-0.68%)
Holders
134
Holders Change
+13
Holders Change %
+10.74%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
61
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.64M |
| 2 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$2.39M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.82M |
| 4 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$1.79M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$1.65M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
126
Allworth Financial
Folsom,
California
| $20.7K | – | – | – |
|
|
OAJ
127
Ogorek Anthony Joseph
Williamsville,
New York
| $19K | +$101 | +4 | +0.5% |
|
128
Fidelity Investments
Boston,
Massachusetts
| $14K | +$8.57K | +339 | +159% |
|
|
HPC
129
HM Payson & Co
Portland,
Maine
| $8.91K | – | – | – |
|
|
AP
130
Aspect Partners
Fairfax,
Virginia
| $8.17K | – | – | – |
|
|
SC
131
Stephens Consulting
Flint,
Michigan
| $7.99K | – | – | – |
|
|
ATS
132
Ashton Thomas Securities
Rochester,
New York
| $4.4K | – | – | – |
|
133
BlackRock
New York
| $3.74K | – | – | – |
|
|
CT
134
Caldwell Trust
Venice,
Florida
| $1.12K | +$1.11K | +44 | New |
|
|
PSIWM
135
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| – | -$265K | -10,604 | Closed |
|
|
VNA
136
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$144K | -5,763 | Closed |
|
|
IAIM
137
International Assets Investment Management
Orlando,
Florida
| – | -$49.7K | -1,988 | Closed |
|
|
FFA
138
Farther Finance Advisors
San Francisco,
California
| – | -$49.3K | -1,978 | Closed |
|