iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
38 hedge funds and large institutions have $65.2M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
138% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 8
12% more capital invested
Capital invested by funds: $58.1M → $65.2M (+$7.11M)
12% more funds holding
Funds holding: 34 → 38 (+4)
4.95% more ownership
Funds ownership: 80.48% → 85.43% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$4.13M |
| 2 |
Morgan Stanley
New York
|
+$508K |
| 3 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
+$374K |
| 4 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$361K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$329K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$793K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$285K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$141K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$129K |
| 5 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$100K |
IBMQ Hedge Fund Activity: Q4 2021 in Review
38 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q4 2021, worth a combined $65.2M — up 12% from $58.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBMQ positions and 1 closed out — a net gain of 4 holders — while 19 added to existing stakes and 8 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $4.13M. The largest seller was Jane Street, exiting entirely with an estimated $793K sold.
- 38 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q4 2021, up from 34 in Q3 2021.
- Funds reported $65.2M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q4 2021, up 12% quarter-over-quarter.
- 5 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q4 2021 and 1 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q4 2021 was HighTower Advisors, an estimated $4.13M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q4 2021 was Jane Street, an estimated $793K sold.
Based on aggregated 13F filings for Q4 2021.