iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
27 hedge funds and large institutions have $32.9M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
29% more funds holding
Funds holding: 21 → 27 (+6)
14% more capital invested
Capital invested by funds: $29M → $32.9M (+$3.94M)
4.01% less ownership
Funds ownership: 84.96% → 80.95% (-4%)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$3.04M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.61M |
| 3 |
Morgan Stanley
New York
|
+$1.48M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$807K |
| 5 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$307K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.63M |
| 2 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$223K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$157K |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$129K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$128K |
IBMQ Hedge Fund Activity: Q2 2020 in Review
27 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q2 2020, worth a combined $32.9M — up 14% from $29M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBMQ positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 9 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $3.04M. The largest seller was Jane Street, cutting an estimated $5.63M.
- 27 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q2 2020, up from 21 in Q1 2020.
- Funds reported $32.9M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q2 2020, up 14% quarter-over-quarter.
- 7 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q2 2020 and 1 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q2 2020 was CAPTRUST Financial Advisors, an estimated $3.04M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q2 2020 was Jane Street, an estimated $5.63M sold.
Based on aggregated 13F filings for Q2 2020.