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iShares iBonds Dec 2027 Term Muni Bond ETF

32 hedge funds and large institutions have $30M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

23% more funds holding

Funds holding: 2632 (+6)

21% more capital invested

Capital invested by funds: $24.9M → $30M (+$5.16M)

2.56% less ownership

Funds ownership: 73.48%70.92% (-2.6%)

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$4.67M -$67.4K -2,486 -1%
US Bancorp
2
US Bancorp
Minnesota
$3.87M -$644K -23,746 -14%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.27M +$700K +25,799 +28%
Wells Fargo
4
Wells Fargo
California
$2.55M +$270K +9,955 +12%
Morgan Stanley
5
Morgan Stanley
New York
$2.42M +$1.03M +37,853 +75%
PWM
6
Praetorian Wealth Management
California
$1.83M +$363K +13,398 +25%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.22M +$231K +8,527 +23%
PA
8
Prism Advisors
California
$1.19M +$226K +8,331 +24%
Jane Street
9
Jane Street
New York
$1.19M +$265K +9,764 +29%
Bank of America
10
Bank of America
North Carolina
$1.13M -$89K -3,281 -7%
MPWT
11
MassMutual Private Wealth & Trust
Connecticut
$691K +$29.1K +1,071 +4%
CA
12
CGN Advisors
Kansas
$645K +$640K +23,603 New
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$591K +$22.7K +837 +4%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$590K +$586K +21,609 New
UBS Group
15
UBS Group
Switzerland
$568K +$104K +3,840 +23%
SSB
16
Sandy Spring Bank
Maryland
$469K +$164K +6,050 +54%
WI
17
WrapManager Inc
California
$359K +$357K +13,154 New
Mariner
18
Mariner
Kansas
$358K
BPA
19
Beacon Pointe Advisors
California
$333K +$6.05K +223 +2%
RFC
20
Regions Financial Corp
Alabama
$332K +$14.3K +527 +5%
PWS
21
Peloton Wealth Strategists
Indiana
$328K
RJA
22
Raymond James & Associates
Florida
$234K -$1.68K -62 -0.7%
Citadel Advisors
23
Citadel Advisors
Florida
$214K +$212K +7,818 New
Stifel Financial
24
Stifel Financial
Missouri
$213K +$212K +7,803 New
AIP
25
Ameritas Investment Partners
Nebraska
$206K +$65.5K +2,415 +47%

IBMP Hedge Fund Activity: Q4 2020 in Review

32 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q4 2020, worth a combined $30M — up 21% from $24.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBMP positions and 1 closed out — a net gain of 6 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.03M. The largest seller was US Bancorp, cutting an estimated $644K.

  • 32 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q4 2020, up from 26 in Q3 2020.
  • Funds reported $30M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q4 2020 and 1 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q4 2020 was Morgan Stanley, an estimated $1.03M added.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q4 2020 was US Bancorp, an estimated $644K sold.

Based on aggregated 13F filings for Q4 2020.