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iShares iBonds Dec 2027 Term Muni Bond ETF

53 hedge funds and large institutions have $66.6M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

28% more capital invested

Capital invested by funds: $52M → $66.6M (+$14.6M)

28.05% more ownership

Funds ownership: 76.86%104.91% (+28%)

18% more funds holding

Funds holding: 4553 (+8)

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
19
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$10.5M +$5.85M +223,321 +119%
CIM
2
Confluence Investment Management
Missouri
$5.67M +$498K +19,023 +9%
US Bancorp
3
US Bancorp
Minnesota
$5.29M +$529K +20,207 +11%
Wells Fargo
4
Wells Fargo
California
$4.92M +$200K +7,630 +4%
Morgan Stanley
5
Morgan Stanley
New York
$4.29M -$1.97M -75,232 -31%
PWM
6
Praetorian Wealth Management
California
$4.02M +$653K +24,932 +19%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$3.49M +$1.42M +54,336 +63%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$2.96M +$3.05M +116,547 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.96M +$3.05M +116,405 New
UBS Group
10
UBS Group
Switzerland
$2.24M +$1.1M +42,022 +91%
Bank of America
11
Bank of America
North Carolina
$1.61M +$30K +1,145 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.36M +$4.48K +171 +0.3%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.19M -$17.9K -682 -1%
PA
14
Prism Advisors
California
$1.14M
Jane Street
15
Jane Street
New York
$1.08M +$1.11M +42,471 New
WIC
16
Woodmont Investment Counsel
Tennessee
$928K +$955K +36,475 New
CA
17
CGN Advisors
Kansas
$871K -$115K -4,406 -11%
LPL Financial
18
LPL Financial
California
$758K +$129K +4,930 +20%
AIP
19
Ameritas Investment Partners
Nebraska
$751K +$6.62K +253 +0.9%
LPT
20
Legacy Private Trust
Wisconsin
$735K +$757K +28,900 New
REMPR
21
Roof Eidam Maycock Peralta (REMP)
California
$721K +$742K +28,350 New
SSB
22
Sandy Spring Bank
Maryland
$682K -$10.7K -410 -2%
RJA
23
Raymond James & Associates
Florida
$653K -$85.1K -3,250 -11%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$634K +$653K +24,932 New
F4L
25
Fortune 45 LLC
Louisiana
$552K -$147K -5,608 -21%

IBMP Hedge Fund Activity: Q1 2022 in Review

53 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q1 2022, worth a combined $66.6M — up 28% from $52M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMP positions and 4 closed out — a net gain of 8 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $5.85M. The largest seller was Morgan Stanley, cutting an estimated $1.97M.

  • 53 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q1 2022, up from 45 in Q4 2021.
  • Funds reported $66.6M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q1 2022, up 28% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q1 2022 and 4 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q1 2022 was HighTower Advisors, an estimated $5.85M added.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $1.97M sold.

Based on aggregated 13F filings for Q1 2022.