iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
IBMJ was delisted on the 1st of December, 2021.
34 hedge funds and large institutions have $56.3M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 4 closing their positions.
467% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
27% more capital invested
Capital invested by funds: $44.3M → $56.3M (+$11.9M)
13% more funds holding
Funds holding: 30 → 34 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.67M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$2M |
| 3 |
Morgan Stanley
New York
|
+$1.95M |
| 4 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
+$1.52M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.74M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$744K |
| 3 |
BA
Boston Advisors
Boston,
Massachusetts
|
-$315K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$157K |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$96.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GLA
26
Great Lakes Advisors
Chicago,
Illinois
| $302K | +$37.9K | +1,485 | +14% |
|
|
PFS
27
Prospera Financial Services
Dallas,
Texas
| $202K | – | – | – |
|
|
PFGIA
28
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $196K | +$197K | +7,722 | New |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $93K | – | – | – |
|
|
LTFS
30
Ladenburg Thalmann Financial Services
Miami,
Florida
| $68K | +$2.94K | +115 | +5% |
|
|
MFS
31
MSI Financial Services
Springfield,
Massachusetts
| $40K | +$25.4K | +994 | +164% |
|
|
AIP
32
Ameritas Investment Partners
Lincoln,
Nebraska
| $25K | +$25.5K | +1,000 | New |
|
33
First Manhattan
New York
| $9K | – | – | – |
|
|
BIM
34
BlackRock Investment Management
Wilmington,
Delaware
| $1K | – | – | – |
|
|
35
Envestnet Asset Management
Chicago,
Illinois
| – | -$4.74M | -182,404 | Closed |
|
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$744K | -28,634 | Closed |
|
|
37
Mariner
Overland Park,
Kansas
| – | -$157K | -6,039 | Closed |
|
38
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$9K | -337 | Closed |
|
IBMJ Hedge Fund Activity: Q4 2016 in Review
34 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q4 2016, worth a combined $56.3M — up 27% from $44.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBMJ positions and 4 closed out — a net gain of 4 holders — while 17 added to existing stakes and 3 trimmed.
The largest buyer was US Bancorp, adding an estimated $2.67M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $4.74M sold.
- 34 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q4 2016, up from 30 in Q3 2016.
- Funds reported $56.3M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q4 2016, up 27% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q4 2016 and 4 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q4 2016 was US Bancorp, an estimated $2.67M added.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $4.74M sold.
Based on aggregated 13F filings for Q4 2016.