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iShares iBonds Dec 2027 Term Muni Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 4245 (+3)

4.51% more ownership

Funds ownership: 72.36%76.86% (+4.5%)

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.6M +$510K +18,926 +8%
CIM
2
Confluence Investment Management
Missouri
$5.52M +$145K +5,383 +3%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.09M +$135K +5,021 +3%
US Bancorp
4
US Bancorp
Minnesota
$5.08M +$17.7K +658 +0.4%
Wells Fargo
5
Wells Fargo
California
$5.03M +$2.36M +87,488 +89%
PWM
6
Praetorian Wealth Management
California
$3.6M +$169K +6,278 +5%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$2.33M +$1M +37,255 +76%
Bank of America
8
Bank of America
North Carolina
$1.69M +$366K +13,574 +28%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.45M +$548K +20,307 +61%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M
UBS Group
11
UBS Group
Switzerland
$1.24M +$114K +4,211 +10%
PA
12
Prism Advisors
California
$1.21M
CA
13
CGN Advisors
Kansas
$1.04M +$147K +5,441 +16%
AIP
14
Ameritas Investment Partners
Nebraska
$792K +$157K +5,822 +25%
RJA
15
Raymond James & Associates
Florida
$782K +$780K +28,924 New
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$777K
F4L
17
Fortune 45 LLC
Louisiana
$739K +$737K +27,334 New
SSB
18
Sandy Spring Bank
Maryland
$736K +$186K +6,895 +34%
LPL Financial
19
LPL Financial
California
$673K +$196K +7,271 +41%
Creative Planning
20
Creative Planning
Kansas
$605K -$13.9K -515 -2%
VA
21
Valmark Advisers
Ohio
$562K +$561K +20,788 New
FTUS
22
Flow Traders U.S.
New York
$515K +$513K +19,031 New
PFM
23
Phillips Financial Management
Indiana
$443K +$88.2K +3,270 +25%
Stifel Financial
24
Stifel Financial
Missouri
$427K +$95.6K +3,545 +29%
RFC
25
Regions Financial Corp
Alabama
$374K +$6.01K +223 +2%

IBMP Hedge Fund Activity: Q4 2021 in Review

45 of the 6,498 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.