iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
26 hedge funds and large institutions have $35.3M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
7% more capital invested
Capital invested by funds: $32.9M → $35.3M (+$2.36M)
4% less funds holding
Funds holding: 27 → 26 (-1)
9.19% less ownership
Funds ownership: 80.95% → 71.75% (-9.2%)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$845K |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$585K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$562K |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$349K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$301K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$542K |
| 2 |
Jane Street
New York
|
-$434K |
| 3 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
-$275K |
| 4 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
-$38.1K |
| 5 |
TF
TimeScale Financial
Danvers,
Massachusetts
|
-$33K |
IBMQ Hedge Fund Activity: Q3 2020 in Review
26 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q3 2020, worth a combined $35.3M — up 7.2% from $32.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of IBMQ and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 15 added.
The largest buyer was Wells Fargo, adding an estimated $845K. The largest seller was Citadel Advisors, exiting entirely with an estimated $542K sold.
- 26 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q3 2020, down from 27 in Q2 2020.
- Funds reported $35.3M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q3 2020, up 7.2% quarter-over-quarter.
- 2 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q3 2020 and 3 closed out, a net change of -1 holder.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q3 2020 was Wells Fargo, an estimated $845K added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q3 2020 was Citadel Advisors, an estimated $542K sold.
Based on aggregated 13F filings for Q3 2020.