iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
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.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
550% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 2
99% more capital invested
Capital invested by funds: $7.88M → $15.7M (+$7.84M)
32.28% more ownership
Funds ownership: 43.28% → 75.55% (+32%)
29% more funds holding
Funds holding: 17 → 22 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$4.84M |
| 2 |
Jane Street
New York
|
+$1.54M |
| 3 |
Morgan Stanley
New York
|
+$597K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$458K |
| 5 |
PA
Prism Advisors
Studio City,
California
|
+$444K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$754K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$471K |
| 3 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
-$4.03K |
IBMP Hedge Fund Activity: Q1 2020 in Review
22 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q1 2020, worth a combined $15.7M — up 99% from $7.88M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBMP positions and 1 closed out — a net gain of 6 holders — while 13 added to existing stakes and 2 trimmed.
The largest buyer was Confluence Investment Management, opening a new position worth an estimated $4.84M. The largest seller was Wells Fargo, cutting an estimated $754K.
- 22 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q1 2020, up from 17 in Q4 2019.
- Funds reported $15.7M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q1 2020, up 99% quarter-over-quarter.
- 7 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q1 2020 and 1 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q1 2020 was Confluence Investment Management, an estimated $4.84M added.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q1 2020 was Wells Fargo, an estimated $754K sold.
Based on aggregated 13F filings for Q1 2020.