iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
21 hedge funds and large institutions have $29M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 1 closing their positions.
1,100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 1
838% more capital inflows, than outflows
Capital inflows: $15M | Capital outflows: $1.6M
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
28.43% more ownership
Funds ownership: 56.52% → 84.96% (+28%)
24% more funds holding
Funds holding: 17 → 21 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$5.33M |
| 2 |
Jane Street
New York
|
+$4.71M |
| 3 |
Morgan Stanley
New York
|
+$1.83M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$881K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$653K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$979K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$625K |
IBMQ Hedge Fund Activity: Q1 2020 in Review
21 of the 4,549 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q1 2020, worth a combined $29M — up 70% from $17M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBMQ positions and 1 closed out — a net gain of 7 holders — while 12 added to existing stakes and 1 trimmed.
The largest buyer was Confluence Investment Management, opening a new position worth an estimated $5.33M. The largest seller was Wells Fargo, cutting an estimated $979K.
- 21 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q1 2020, up from 17 in Q4 2019.
- Funds reported $29M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q1 2020, up 70% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q1 2020 and 1 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q1 2020 was Confluence Investment Management, an estimated $5.33M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q1 2020 was Wells Fargo, an estimated $979K sold.
Based on aggregated 13F filings for Q1 2020.