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iShares iBonds Dec 2027 Term Muni Bond ETF

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, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

14% more capital invested

Capital invested by funds: $38.6M → $44M (+$5.39M)

8% more funds holding

Funds holding: 3942 (+3)

1.28% more ownership

Funds ownership: 71.08%72.36% (+1.3%)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.08M +$1.59M +58,521 +35%
CIM
2
Confluence Investment Management
Missouri
$5.37M +$115K +4,241 +2%
US Bancorp
3
US Bancorp
Minnesota
$5.06M +$395K +14,511 +8%
HighTower Advisors
4
HighTower Advisors
Illinois
$4.95M +$156K +5,719 +3%
PWM
5
Praetorian Wealth Management
California
$3.43M +$241K +8,847 +7%
Wells Fargo
6
Wells Fargo
California
$2.66M +$156K +5,739 +6%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$1.33M +$1.34M +49,090 New
Bank of America
8
Bank of America
North Carolina
$1.32M +$74.4K +2,733 +6%
Jane Street
9
Jane Street
New York
$1.29M +$1.3M +47,682 New
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M -$32.1K -1,179 -2%
PA
11
Prism Advisors
California
$1.21M
UBS Group
12
UBS Group
Switzerland
$1.13M +$36.3K +1,334 +3%
CA
13
CGN Advisors
Kansas
$897K +$52.9K +1,942 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$896K -$23.6K -868 -3%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$776K -$196K -7,195 -20%
AIP
16
Ameritas Investment Partners
Nebraska
$634K +$123K +4,511 +24%
Creative Planning
17
Creative Planning
Kansas
$618K -$3.4K -125 -0.5%
SSB
18
Sandy Spring Bank
Maryland
$549K +$105K +3,860 +23%
LPL Financial
19
LPL Financial
California
$475K +$98K +3,600 +26%
RFC
20
Regions Financial Corp
Alabama
$368K -$1.23K -45 -0.3%
PFM
21
Phillips Financial Management
Indiana
$354K
WI
22
WrapManager Inc
California
$344K -$3.84K -141 -1%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$338K
BPA
24
Beacon Pointe Advisors
California
$331K +$544 +20 +0.2%
Stifel Financial
25
Stifel Financial
Missouri
$331K +$22.9K +842 +7%

IBMP Hedge Fund Activity: Q3 2021 in Review

42 of the 5,712 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 $38.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBMP positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 8 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.