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iShares iBonds Dec 2027 Term Muni Bond ETF

91 hedge funds and large institutions have $241M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

194% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 16

17% more capital invested

Capital invested by funds: $205M → $241M (+$35.7M)

11% more funds holding

Funds holding: 8291 (+9)

2.37% less ownership

Funds ownership: 93.59%91.22% (-2.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
47
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.9M +$453K +17,887 +2%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$17.6M +$1.23M +48,748 +8%
HighTower Advisors
3
HighTower Advisors
Illinois
$16.6M +$415K +16,412 +3%
US Bancorp
4
US Bancorp
Minnesota
$15.9M +$1.23M +48,620 +8%
HWA
5
Heartwood Wealth Advisors
Virginia
$14.6M +$1.14M +45,071 +9%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$14.5M +$263K +10,411 +2%
Wells Fargo
7
Wells Fargo
California
$12.5M +$1.4M +55,448 +13%
Bank of America
8
Bank of America
North Carolina
$12.4M +$1.93M +76,298 +19%
HCM
9
Hengehold Capital Management
Ohio
$10.2M +$41.2K +1,628 +0.4%
Corient Private Wealth
10
Corient Private Wealth
Florida
$8.86M +$1.55M +61,256 +21%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.39M +$281K +11,093 +4%
UBS Group
12
UBS Group
Switzerland
$6.45M -$136K -5,356 -2%
PWM
13
Praetorian Wealth Management
California
$5.71M +$817K +32,283 +17%
NA
14
NewEdge Advisors
Louisiana
$5.6M -$728K -28,767 -12%
Jane Street
15
Jane Street
New York
$5.6M +$5.56M +219,804 New
Morgan Stanley
16
Morgan Stanley
New York
$5.23M +$474K +18,727 +10%
Stifel Financial
17
Stifel Financial
Missouri
$4.58M +$4.55M +179,762 New
SPIA
18
Steward Partners Investment Advisory
New York
$3.67M -$55K -2,174 -1%
SWM
19
Spire Wealth Management
Virginia
$3.46M +$610K +24,090 +22%
LPL Financial
20
LPL Financial
California
$3.39M +$264K +10,418 +8%
UCFA
21
United Capital Financial Advisors
Texas
$3.19M -$309K -12,207 -9%
CIM
22
Confluence Investment Management
Missouri
$2.74M +$2.46M +97,275 +932%
LPT
23
Legacy Private Trust
Wisconsin
$2.64M
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.44M +$756K +29,858 +45%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.43M +$1.32M +52,030 +119%

IBMP Hedge Fund Activity: Q1 2023 in Review

91 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) for Q1 2023, worth a combined $241M — up 17% from $205M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMP positions and 2 closed out — a net gain of 10 holders — while 47 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.56M. The largest seller was Sound View Wealth Advisors Group, cutting an estimated $1.71M.

  • 91 institutional investors held iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) as of Q1 2023, up from 82 in Q4 2022.
  • Funds reported $241M of iShares iBonds Dec 2027 Term Muni Bond ETF stock for Q1 2023, up 17% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2027 Term Muni Bond ETF positions in Q1 2023 and 2 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF buyer in Q1 2023 was Jane Street, an estimated $5.56M added.
  • The largest iShares iBonds Dec 2027 Term Muni Bond ETF seller in Q1 2023 was Sound View Wealth Advisors Group, an estimated $1.71M sold.

Based on aggregated 13F filings for Q1 2023.