iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
34 hedge funds and large institutions have $52.3M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 3 closing their positions.
425% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 4
6% more capital invested
Capital invested by funds: $49.3M → $52.3M (+$2.98M)
0% more funds holding
Funds holding: 34 → 34 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
1.22% less ownership
Funds ownership: 80.72% → 79.5% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$991K |
| 2 |
PWM
Praetorian Wealth Management
Carmel,
California
|
+$971K |
| 3 |
Morgan Stanley
New York
|
+$719K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$510K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$510K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.19M |
| 2 |
Jane Street
New York
|
-$1.11M |
| 3 |
LPL Financial
San Diego,
California
|
-$319K |
| 4 |
RG
Retirement Group
San Diego,
California
|
-$83K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$35.8K |
IBMQ Hedge Fund Activity: Q2 2021 in Review
34 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q2 2021, worth a combined $52.3M — up 6% from $49.3M a quarter earlier.
Fund positioning in IBMQ was balanced in Q2 2021: 3 funds opened new positions, 3 closed out, 21 added to existing stakes and 4 trimmed.
The largest buyer was UBS Group, adding an estimated $991K. The largest seller was Citadel Advisors, cutting an estimated $1.19M.
- 34 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $52.3M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q2 2021, up 6% quarter-over-quarter.
- 3 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q2 2021 and 3 closed out, a net change of 0 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q2 2021 was UBS Group, an estimated $991K added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $1.19M sold.
Based on aggregated 13F filings for Q2 2021.