iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
33 hedge funds and large institutions have $43.5M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 4
27% more funds holding
Funds holding: 26 → 33 (+7)
24% more capital invested
Capital invested by funds: $35.3M → $43.5M (+$8.3M)
5.21% more ownership
Funds ownership: 71.75% → 76.96% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.65M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.52M |
| 3 |
PWM
Praetorian Wealth Management
Carmel,
California
|
+$634K |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$522K |
| 5 |
Morgan Stanley
New York
|
+$480K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$258K |
| 2 |
COF
Capital One Financial
Mclean,
Virginia
|
-$211K |
| 3 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
-$31.5K |
| 4 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
-$18.9K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$12.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
UBS Group
Zurich,
Switzerland
| $79K | -$258K | -9,417 | -77% |
|
|
CTC
27
Central Trust Company
Jefferson City,
Missouri
| $69K | – | – | – |
|
|
ADL
28
Asset Dedication LLC
San Francisco,
California
| $56K | – | – | – |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $50K | – | – | – |
|
|
FNBOSM
30
First National Bank of South Miami
South Miami,
Florida
| $45K | +$44.9K | +1,642 | New |
|
|
RIM
31
Rockbridge Investment Management
Syracuse,
New York
| $26K | – | – | – |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| $9K | +$8.92K | +326 | New |
|
|
BEI
33
Benjamin Edwards Inc
Clayton,
Missouri
| $8K | +$410 | +15 | +5% |
|
|
COF
34
Capital One Financial
Mclean,
Virginia
| – | -$211K | -7,715 | Closed |
|
IBMQ Hedge Fund Activity: Q4 2020 in Review
33 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q4 2020, worth a combined $43.5M — up 24% from $35.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBMQ positions and 1 closed out — a net gain of 7 holders — while 16 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, adding an estimated $1.65M. The largest seller was UBS Group, cutting an estimated $258K.
- 33 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q4 2020, up from 26 in Q3 2020.
- Funds reported $43.5M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q4 2020, up 24% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q4 2020 and 1 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q4 2020 was Jane Street, an estimated $1.65M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q4 2020 was UBS Group, an estimated $258K sold.
Based on aggregated 13F filings for Q4 2020.