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iShares iBonds Dec 2027 Term Muni Bond ETF

29 hedge funds and large institutions have $17.9M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

32% more funds holding

Funds holding: 2229 (+7)

14% more capital invested

Capital invested by funds: $15.7M → $17.9M (+$2.15M)

1.54% less ownership

Funds ownership: 75.55%74.02% (-1.5%)

Holders
29
Holders Change
+7
Holders Change %
+31.82%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$4.82M -$144K -5,453 -3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.15M +$681K +25,796 +48%
Morgan Stanley
3
Morgan Stanley
New York
$1.34M +$580K +21,998 +78%
Wells Fargo
4
Wells Fargo
California
$1.33M +$702K +26,621 +115%
Jane Street
5
Jane Street
New York
$1.14M -$2.54M -96,370 -69%
PA
6
Prism Advisors
California
$946K +$72.3K +2,741 +8%
PWM
7
Praetorian Wealth Management
California
$686K +$675K +25,572 New
Bank of America
8
Bank of America
North Carolina
$636K +$421K +15,943 +206%
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$635K +$157K +5,954 +34%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$570K +$99.7K +3,777 +22%
Stifel Financial
11
Stifel Financial
Missouri
$527K -$7.12K -270 -1%
UBS Group
12
UBS Group
Switzerland
$470K +$229K +8,679 +98%
PWS
13
Peloton Wealth Strategists
Indiana
$322K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$312K -$232K -8,811 -43%
Mariner
15
Mariner
Kansas
$312K +$307K +11,620 New
RFC
16
Regions Financial Corp
Alabama
$301K +$49.1K +1,860 +20%
BPA
17
Beacon Pointe Advisors
California
$296K -$19.7K -746 -6%
US Bancorp
18
US Bancorp
Minnesota
$231K +$227K +8,617 New
RJA
19
Raymond James & Associates
Florida
$207K +$204K +7,726 New
SSB
20
Sandy Spring Bank
Maryland
$198K +$174K +6,595 +830%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$128K -$13.8K -522 -10%
CTC
22
Central Trust Company
Missouri
$97K +$29K +1,100 +44%
AIP
23
Ameritas Investment Partners
Nebraska
$77K +$17.1K +650 +29%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$62K +$60.9K +2,310 New
GRP
25
Global Retirement Partners
California
$31K +$30.1K +1,140 New

IBMP Hedge Fund Activity: Q2 2020 in Review

29 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q2 2020, worth a combined $17.9M — up 14% from $15.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBMP positions and 0 closed out — a net gain of 7 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Wells Fargo, adding an estimated $702K. The largest seller was Jane Street, cutting an estimated $2.54M.

  • 29 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q2 2020, up from 22 in Q1 2020.
  • Funds reported $17.9M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q2 2020, up 14% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q2 2020 and 0 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q2 2020 was Wells Fargo, an estimated $702K added.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q2 2020 was Jane Street, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2020.