IBMP icon

iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

Overview Fund Activity

22 hedge funds and large institutions have $15.7M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIM
1
Confluence Investment Management
Missouri
$4.82M
2
Jane Street
2
Jane Street
New York
$3.61M
3
Morgan Stanley
3
Morgan Stanley
New York
$730K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$446K
5
PA
5
Prism Advisors
California
$847K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$600K
2
FTUS
2
Flow Traders U.S.
New York
$0
3
RFC
3
Regions Financial Corp
Alabama
$244K
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$4.82M 185,093 +185,093 New
Jane Street
2
Jane Street
New York
$3.61M 138,701 +58,873 +74%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.41M 54,198 +1,422 +3%
PA
4
Prism Advisors
California
$847K 32,536 +16,987 +109%
Morgan Stanley
5
Morgan Stanley
New York
$730K 28,039 +22,839 +439%
Wells Fargo
6
Wells Fargo
California
$600K 23,072 -28,839 -56%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$532K 20,454 +12,693 +164%
Stifel Financial
8
Stifel Financial
Missouri
$517K 19,929 +337 +2%
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$461K 17,720 +1,767 +11%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$446K 17,499 +17,499 New
PWS
11
Peloton Wealth Strategists
Indiana
$312K 12,000 +12,000 New
BPA
12
Beacon Pointe Advisors
California
$306K 11,762 +11,762 New
RFC
13
Regions Financial Corp
Alabama
$244K 9,395 -154 -2%
UBS Group
14
UBS Group
Switzerland
$231K 8,847 +3,027 +52%
Bank of America
15
Bank of America
North Carolina
$202K 7,758 +6,051 +354%
ADL
16
Asset Dedication LLC
California
$151K 5,791 +5,506 +1,932%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$138K 5,310 +42 +0.8%
CTC
18
Central Trust Company
Missouri
$65K 2,500 +500 +25%
AIP
19
Ameritas Investment Partners
Nebraska
$58K 2,255 +1,000 +80%
SSB
20
Sandy Spring Bank
Maryland
$21K 795 +795 New
TF
21
TimeScale Financial
Massachusetts
$15K 610 +610 New
BEI
22
Benjamin Edwards Inc
Missouri
$4K 154 +154 New
FTUS
23
Flow Traders U.S.
New York
– – -18,093 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –