iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
17 hedge funds and large institutions have $7.88M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
31% more funds holding
Funds holding: 13 → 17 (+4)
14% less capital invested
Capital invested by funds: $9.17M → $7.88M (-$1.29M)
27.23% less ownership
Funds ownership: 70.5% → 43.28% (-27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.15M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$841K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$470K |
| 4 |
PA
Prism Advisors
Studio City,
California
|
+$404K |
| 5 |
BPWA
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
+$270K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$4.57M |
| 2 |
JP Morgan Chase
New York
|
-$331K |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$130K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$54.7K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$31.7K |
IBMP Hedge Fund Activity: Q4 2019 in Review
17 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q4 2019, worth a combined $7.88M — down 14% from $9.17M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBMP positions and 4 closed out — a net gain of 4 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Jane Street, adding an estimated $1.15M. The largest seller was Confluence Investment Management, exiting entirely with an estimated $4.57M sold.
- 17 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q4 2019, up from 13 in Q3 2019.
- Funds reported $7.88M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q4 2019, down 14% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q4 2019 and 4 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q4 2019 was Jane Street, an estimated $1.15M added.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q4 2019 was Confluence Investment Management, an estimated $4.57M sold.
Based on aggregated 13F filings for Q4 2019.