iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
45 hedge funds and large institutions have $52M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 3 reducing their positions, and 4 closing their positions.
667% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 3
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
18% more capital invested
Capital invested by funds: $44M → $52M (+$8M)
7% more funds holding
Funds holding: 42 → 45 (+3)
4.51% more ownership
Funds ownership: 72.36% → 76.86% (+4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.36M |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$1M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$780K |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
+$561K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$548K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.29M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$331K |
| 3 |
CCA
Childress Capital Advisors
Houston,
Texas
|
-$261K |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$30.6K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$13.9K |
IBMP Hedge Fund Activity: Q4 2021 in Review
45 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q4 2021, worth a combined $52M — up 18% from $44M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBMP positions and 4 closed out — a net gain of 3 holders — while 23 added to existing stakes and 3 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.36M. The largest seller was Jane Street, exiting entirely with an estimated $1.29M sold.
- 45 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q4 2021, up from 42 in Q3 2021.
- Funds reported $52M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q4 2021, up 18% quarter-over-quarter.
- 7 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q4 2021 and 4 closed out, a net change of +3 holders.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q4 2021 was Wells Fargo, an estimated $2.36M added.
- The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q4 2021 was Jane Street, an estimated $1.29M sold.
Based on aggregated 13F filings for Q4 2021.