iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
34 hedge funds and large institutions have $49.3M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 4 closing their positions.
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
13% more capital invested
Capital invested by funds: $43.5M → $49.3M (+$5.78M)
3.76% more ownership
Funds ownership: 76.96% → 80.72% (+3.8%)
3% more funds holding
Funds holding: 33 → 34 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.66M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.12M |
| 3 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$920K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$788K |
| 5 |
LPL Financial
San Diego,
California
|
+$677K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.34M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$350K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$319K |
| 4 |
Morgan Stanley
New York
|
-$178K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$167K |
IBMQ Hedge Fund Activity: Q1 2021 in Review
34 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q1 2021, worth a combined $49.3M — up 13% from $43.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBMQ positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 7 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.66M. The largest seller was Jane Street, cutting an estimated $1.34M.
- 34 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q1 2021, up from 33 in Q4 2020.
- Funds reported $49.3M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q1 2021, up 13% quarter-over-quarter.
- 5 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q1 2021 and 4 closed out, a net change of +1 holder.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $1.66M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q1 2021 was Jane Street, an estimated $1.34M sold.
Based on aggregated 13F filings for Q1 2021.