iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
17 hedge funds and large institutions have $17M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
120% more capital invested
Capital invested by funds: $7.73M → $17M (+$9.28M)
113% more funds holding
Funds holding: 8 → 17 (+9)
23.71% more ownership
Funds ownership: 32.82% → 56.52% (+24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$734K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$624K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$391K |
| 5 |
PWS
Peloton Wealth Strategists
Indianapolis,
Indiana
|
+$313K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$5.06M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$6.32K |
| 3 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$2K |
IBMQ Hedge Fund Activity: Q4 2019 in Review
17 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q4 2019, worth a combined $17M — up 120% from $7.73M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IBMQ positions and 2 closed out — a net gain of 9 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, adding an estimated $1.4M. The largest seller was Confluence Investment Management, exiting entirely with an estimated $5.06M sold.
- 17 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q4 2019, up from 8 in Q3 2019.
- Funds reported $17M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q4 2019, up 120% quarter-over-quarter.
- 11 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q4 2019 and 2 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q4 2019 was Jane Street, an estimated $1.4M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q4 2019 was Confluence Investment Management, an estimated $5.06M sold.
Based on aggregated 13F filings for Q4 2019.