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iShares iBonds Dec 2027 Term Muni Bond ETF

13 hedge funds and large institutions have $9.17M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

225% more funds holding

Funds holding: 413 (+9)

177% more capital invested

Capital invested by funds: $3.31M → $9.17M (+$5.86M)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

5.98% more ownership

Funds ownership: 64.52%70.5% (+6%)

Holders
13
Holders Change
+9
Holders Change %
+225%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
2
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change

IBMP Hedge Fund Activity: Q3 2019 in Review

13 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q3 2019, worth a combined $9.17M — up 177% from $3.31M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBMP positions and 1 closed out — a net gain of 9 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Confluence Investment Management, opening a new position worth an estimated $4.57M. The largest seller was BlackRock, exiting entirely with an estimated $2.57M sold.

  • 13 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q3 2019, up from 4 in Q2 2019.
  • Funds reported $9.17M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q3 2019, up 177% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q3 2019 and 1 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q3 2019 was Confluence Investment Management, an estimated $4.57M added.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q3 2019 was BlackRock, an estimated $2.57M sold.

Based on aggregated 13F filings for Q3 2019.