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IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF

Delisted

IBMJ was delisted on the 1st of December, 2021.

46 hedge funds and large institutions have $79.4M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

41% more capital invested

Capital invested by funds: $56.3M → $79.4M (+$23.2M)

35% more funds holding

Funds holding: 3446 (+12)

Holders
46
Holders Change
+12
Holders Change %
+35.29%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
21
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
26
Great Lakes Advisors
Illinois
$382K +$75.1K +2,940 +25%
Mariner
27
Mariner
Kansas
$376K +$375K +14,671 New
DC
28
Davenport & Co
Virginia
$338K
FAM
29
Flaharty Asset Management
Florida
$271K +$270K +10,575 New
Citadel Advisors
30
Citadel Advisors
Florida
$238K -$148K -5,809 -38%
RFC
31
Regions Financial Corp
Alabama
$220K +$219K +8,592 New
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$219K +$21.5K +842 +11%
PFS
33
Prospera Financial Services
Texas
$205K
BCM
34
Brookstone Capital Management
Illinois
$205K +$204K +7,976 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$161K +$161K +6,290 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$157K +$88.9K +3,483 +131%
SEIA
37
Signature Estate & Investment Advisors
California
$146K +$146K +5,707 New
IA
38
IFP Advisors
Florida
$125K +$29.8K +1,166 +32%
SEI Investments
39
SEI Investments
Pennsylvania
$90K +$89.4K +3,500 New
AIP
40
Ameritas Investment Partners
Nebraska
$66K +$40.9K +1,600 +160%
FCB
41
First Command Bank
Texas
$36K +$35.7K +1,400 New
FCFS
42
First Command Financial Services
Texas
$36K +$35.7K +1,400 New
AG
43
Advisor Group
Arizona
$31K +$30.6K +1,200 New
First Manhattan
44
First Manhattan
New York
$9K
WA
45
WFG Advisors
Texas
$5K +$5.11K +200 New
BlackRock
46
BlackRock
New York
$1K +$1.46K +57 New
VKH
47
Virtu KCG Holdings
New York
-$806K -31,869 Closed

IBMJ Hedge Fund Activity: Q1 2017 in Review

46 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q1 2017, worth a combined $79.4M — up 41% from $56.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBMJ positions and 1 closed out — a net gain of 14 holders — while 21 added to existing stakes and 6 trimmed.

The largest buyer was Gateway Advisory, opening a new position worth an estimated $6.13M. The largest seller was Jane Street, cutting an estimated $1.55M.

  • 46 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q1 2017, up from 34 in Q4 2016.
  • Funds reported $79.4M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q1 2017, up 41% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q1 2017 and 1 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q1 2017 was Gateway Advisory, an estimated $6.13M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q1 2017 was Jane Street, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2017.