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IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ

Delisted

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

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50 hedge funds and large institutions have $88.5M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 8

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $79.4M → $88.5M (+$9.06M)

9% more funds holding

Funds holding: 46 → 50 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
27
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$3.82M
2
LIM
Leavell Investment Management
Alabama
+$1.27M
3
US Bancorp
US Bancorp
Minnesota
+$1.1M
4
Bank of America
Bank of America
North Carolina
+$1.05M
5
BTS
BB&T Securities
Virginia
+$646K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.41M
2
UBS Group
UBS Group
Switzerland
-$1.11M
3
Jane Street
Jane Street
New York
-$603K
4
NC
NewSquare Capital
Pennsylvania
-$513K
5
FAM
Flaharty Asset Management
Florida
-$273K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$597K +$597K +23,118 New
RFC
27
Regions Financial Corp
Alabama
$576K +$355K +13,738 +160%
MAS
28
Managed Account Services
Florida
$526K – – –
DC
29
Davenport & Co
Virginia
$481K +$135K +5,240 +39%
CG
30
Colony Group
Massachusetts
$456K +$457K +17,688 New
GLA
31
Great Lakes Advisors
Illinois
$444K +$59.8K +2,315 +16%
Mariner
32
Mariner
Kansas
$438K +$59.9K +2,319 +16%
CIC
33
Carnegie Investment Counsel
Ohio
$358K +$356K +13,778 New
AFP
34
Ausdal Financial Partners
Iowa
$280K +$281K +10,868 New
SEIA
35
Signature Estate & Investment Advisors
California
$254K +$107K +4,147 +73%
HB
36
Homrich & Berg
Georgia
$252K +$252K +9,758 New
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$232K +$11.1K +430 +5%
PFS
38
Prospera Financial Services
Texas
$206K – – –
BCM
39
Brookstone Capital Management
Illinois
$204K -$1.57K -61 -0.8%
IA
40
IFP Advisors
Florida
$125K – – –
AIP
41
Ameritas Investment Partners
Nebraska
$61K -$5.81K -225 -9%
AG
42
Advisor Group
Arizona
$31K – – –
NC
43
NewSquare Capital
Pennsylvania
$16K -$513K -19,857 -97%
SEI Investments
44
SEI Investments
Pennsylvania
$11K -$79.4K -3,075 -88%
First Manhattan
45
First Manhattan
New York
$9K – – –
WA
46
WFG Advisors
Texas
$5K +$26 +1 +0.5%
BlackRock
47
BlackRock
New York
$4K +$2.04K +79 +139%
RFM
48
Royal Fund Management
Florida
$2K +$2.63K +102 New
NA
49
NewEdge Advisors
Louisiana
$1.03K +$1.03K +40 New
FAM
50
Flaharty Asset Management
Florida
$339 -$273K -10,562 -100%
1
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IBMJ Hedge Fund Activity: Q2 2017 in Review

50 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q2 2017, worth a combined $88.5M — up 11% from $79.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMJ positions and 5 closed out — a net gain of 4 holders — while 27 added to existing stakes and 8 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $3.82M. The largest seller was Wells Fargo, cutting an estimated $2.41M.

  • 50 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q2 2017, up from 46 in Q1 2017.
  • Funds reported $88.5M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q2 2017, up 11% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q2 2017 and 5 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q2 2017 was HighTower Advisors, an estimated $3.82M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q2 2017 was Wells Fargo, an estimated $2.41M sold.

Based on aggregated 13F filings for Q2 2017.