iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
38 hedge funds and large institutions have $31.4M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
19% more funds holding
Funds holding: 32 → 38 (+6)
5% more capital invested
Capital invested by funds: $30M → $31.4M (+$1.38M)
2.35% less ownership
Funds ownership: 70.92% → 68.57% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.29M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$805K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$669K |
| 4 |
PWM
Praetorian Wealth Management
Carmel,
California
|
+$492K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$480K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.42M |
| 2 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$691K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$590K |
| 4 |
Jane Street
New York
|
-$338K |
| 5 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
-$71.3K |
IBMP Hedge Fund Activity: Q1 2021 in Review
38 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q1 2021, worth a combined $31.4M — up 4.6% from $30M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBMP positions and 3 closed out — a net gain of 6 holders — while 16 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.29M. The largest seller was Royal Bank of Canada, cutting an estimated $2.42M.
- 38 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q1 2021, up from 32 in Q4 2020.
- Funds reported $31.4M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q1 2021, up 4.6% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q1 2021 and 3 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q1 2021 was Morgan Stanley, an estimated $1.29M added.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $2.42M sold.
Based on aggregated 13F filings for Q1 2021.