iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
IBMJ was delisted on the 1st of December, 2021.
30 hedge funds and large institutions have $44.3M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 2 closing their positions.
800% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 2
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
91% more capital invested
Capital invested by funds: $23.2M → $44.3M (+$21.2M)
20% more funds holding
Funds holding: 25 → 30 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.79M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.77M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$2.12M |
| 4 |
TC
Trust Company
Manhattan,
Kansas
|
+$1.85M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LBC
Lawrence B. Cohen
|
-$303K |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$220K |
| 3 |
Jane Street
New York
|
-$11.2K |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$4.63K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $66K | +$56K | +2,142 | +536% |
|
|
MFS
27
MSI Financial Services
Springfield,
Massachusetts
| $16K | +$52 | +2 | +0.3% |
|
28
First Manhattan
New York
| $9K | – | – | – |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | +$8.81K | +337 | New |
|
|
BIM
30
BlackRock Investment Management
Wilmington,
Delaware
| $1K | – | – | – |
|
|
LBC
31
Lawrence B. Cohen
| – | -$303K | -11,582 | Closed |
|
|
32
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$220K | -8,400 | Closed |
|
IBMJ Hedge Fund Activity: Q3 2016 in Review
30 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 Q3 2016, worth a combined $44.3M — up 91% from $23.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBMJ positions and 2 closed out — a net gain of 5 holders — while 18 added to existing stakes and 2 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $4.79M. The largest seller was Lawrence B. Cohen, exiting entirely with an estimated $303K sold.
- 30 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q3 2016, up from 25 in Q2 2016.
- Funds reported $44.3M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q3 2016, up 91% quarter-over-quarter.
- 7 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q3 2016 and 2 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q3 2016 was United Capital Financial Advisors, an estimated $4.79M added.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q3 2016 was Lawrence B. Cohen, an estimated $303K sold.
Based on aggregated 13F filings for Q3 2016.