iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
44 hedge funds and large institutions have $64.9M invested in iShares iBonds Dec 2028 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
16% more funds holding
Funds holding: 38 → 44 (+6)
5.53% more ownership
Funds ownership: 85.43% → 90.96% (+5.5%)
0% less capital invested
Capital invested by funds: $65.2M → $64.9M (-$249K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.24M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.74M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$998K |
| 4 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$901K |
| 5 |
PWM
Praetorian Wealth Management
Carmel,
California
|
+$715K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.17M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.94M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$493K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$270K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$200K |
IBMQ Hedge Fund Activity: Q1 2022 in Review
44 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) for Q1 2022, worth a combined $64.9M — down 0.38% from $65.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBMQ positions and 1 closed out — a net gain of 6 holders — while 18 added to existing stakes and 11 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $2.24M. The largest seller was Morgan Stanley, cutting an estimated $3.17M.
- 44 institutional investors held iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) as of Q1 2022, up from 38 in Q4 2021.
- Funds reported $64.9M of iShares iBonds Dec 2028 Term Muni Bond ETF stock for Q1 2022, down 0.38% quarter-over-quarter.
- 7 funds opened new iShares iBonds Dec 2028 Term Muni Bond ETF positions in Q1 2022 and 1 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF buyer in Q1 2022 was Jane Street, an estimated $2.24M added.
- The largest iShares iBonds Dec 2028 Term Muni Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $3.17M sold.
Based on aggregated 13F filings for Q1 2022.