iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
IBMJ was delisted on the 1st of December, 2021.
25 hedge funds and large institutions have $23.2M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 3 closing their positions.
1,300% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 1
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
35% more capital invested
Capital invested by funds: $17.2M → $23.2M (+$5.98M)
19% more funds holding
Funds holding: 21 → 25 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.55M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.27M |
| 3 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$1.06M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$638K |
| 5 |
Morgan Stanley
New York
|
+$557K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.87M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$270K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$151K |
| 4 |
AIG
American International Group
New York
|
-$61K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1.87M | -72,137 | Closed |
|
|
VKH
27
Virtu KCG Holdings
New York
| – | -$270K | -10,437 | Closed |
|
|
AIG
28
American International Group
New York
| – | -$61K | -2,370 | Closed |
|
IBMJ Hedge Fund Activity: Q2 2016 in Review
25 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q2 2016, worth a combined $23.2M — up 35% from $17.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBMJ positions and 3 closed out — a net gain of 4 holders — while 14 added to existing stakes and 1 trimmed.
The largest buyer was UBS Group, adding an estimated $1.55M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $1.87M sold.
- 25 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q2 2016, up from 21 in Q1 2016.
- Funds reported $23.2M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q2 2016, up 35% quarter-over-quarter.
- 7 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q2 2016 and 3 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q2 2016 was UBS Group, an estimated $1.55M added.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q2 2016 was Royal Bank of Canada, an estimated $1.87M sold.
Based on aggregated 13F filings for Q2 2016.