iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
8 hedge funds and large institutions have $7.73M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
451% more capital invested
Capital invested by funds: $1.4M → $7.73M (+$6.33M)
167% more funds holding
Funds holding: 3 → 8 (+5)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
3.13% less ownership
Funds ownership: 35.95% → 32.82% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$5.05M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$996K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$512K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$335K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$143K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$515K |
| 2 |
PWS
Peloton Wealth Strategists
Indianapolis,
Indiana
|
-$272K |
IBMQ Hedge Fund Activity: Q3 2019 in Review
8 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q3 2019, worth a combined $7.73M — up 451% from $1.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IBMQ positions and 1 closed out — a net gain of 5 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Confluence Investment Management, opening a new position worth an estimated $5.05M. The largest seller was Jane Street, cutting an estimated $515K.
- 8 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q3 2019, up from 3 in Q2 2019.
- Funds reported $7.73M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q3 2019, up 451% quarter-over-quarter.
- 6 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q3 2019 and 1 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q3 2019 was Confluence Investment Management, an estimated $5.05M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q3 2019 was Jane Street, an estimated $515K sold.
Based on aggregated 13F filings for Q3 2019.