iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
42 hedge funds and large institutions have $44M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
14% more capital invested
Capital invested by funds: $38.5M → $44M (+$5.42M)
8% more funds holding
Funds holding: 39 → 42 (+3)
1.35% more ownership
Funds ownership: 71.01% → 72.36% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.59M |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$1.34M |
| 3 |
Jane Street
New York
|
+$1.3M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$395K |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$295K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$372K |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$196K |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$32.1K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$23.6K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$15.3K |
IBMP Hedge Fund Activity: Q3 2021 in Review
42 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q3 2021, worth a combined $44M — up 14% from $38.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBMP positions and 2 closed out — a net gain of 3 holders — while 16 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.59M. The largest seller was Citadel Advisors, exiting entirely with an estimated $372K sold.
- 42 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q3 2021, up from 39 in Q2 2021.
- Funds reported $44M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q3 2021, up 14% quarter-over-quarter.
- 5 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q3 2021 and 2 closed out, a net change of +3 holders.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q3 2021 was Morgan Stanley, an estimated $1.59M added.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $372K sold.
Based on aggregated 13F filings for Q3 2021.