iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
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.
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: 26 → 32 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.03M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$700K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$586K |
| 4 |
PWM
Praetorian Wealth Management
Carmel,
California
|
+$363K |
| 5 |
WI
WrapManager Inc
Mill Valley,
California
|
+$357K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$644K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$89K |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$67.4K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$20.3K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$13.9K |
IBMP Hedge Fund Activity: Q4 2020 in Review
32 of the 5,676 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.