iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
34 hedge funds and large institutions have $58.1M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 1 closing their positions.
1,315% more capital inflows, than outflows
Capital inflows: $6.65M | Capital outflows: $470K
400% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 4
0.98% more ownership
Funds ownership: 79.5% → 80.48% (+0.98%)
0% more funds holding
Funds holding: 34 → 34 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.98M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.42M |
| 3 |
Jane Street
New York
|
+$801K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$682K |
| 5 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$340K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$333K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$119K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$12K |
| 4 |
WI
WrapManager Inc
Mill Valley,
California
|
-$4.78K |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.13K |
IBMQ Hedge Fund Activity: Q3 2021 in Review
34 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q3 2021, worth a combined $58.1M — up 11% from $52.3M a quarter earlier.
Fund positioning in IBMQ was balanced in Q3 2021: 1 fund opened new positions, 1 closed out, 20 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.98M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $333K.
- 34 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $58.1M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q3 2021, up 11% quarter-over-quarter.
- 1 fund opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q3 2021 and 1 closed out, a net change of 0 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q3 2021 was Morgan Stanley, an estimated $1.98M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q3 2021 was CAPTRUST Financial Advisors, an estimated $333K sold.
Based on aggregated 13F filings for Q3 2021.