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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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56 hedge funds and large institutions have $101M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 5

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $88.5M → $101M (+$12.8M)

12% more funds holding

Funds holding: 50 → 56 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
31
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
+$2.54M
2
UBS Group
UBS Group
Switzerland
+$1.92M
3
LIM
Leavell Investment Management
Alabama
+$1.66M
4
Jane Street
Jane Street
New York
+$1.48M
5
VF
Virtu Financial
New York
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
GA
Gateway Advisory
New Jersey
-$5.8M
2
TC
Trust Company
Kansas
-$3.21M
3
GWA
Guidant Wealth Advisors
Illinois
-$918K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$597K
5
BA
Boston Advisors
Massachusetts
-$505K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$699K +$260K +10,009 +59%
RFC
27
Regions Financial Corp
Alabama
$623K +$44.5K +1,715 +8%
CIC
28
Carnegie Investment Counsel
Ohio
$552K +$196K +7,550 +55%
MAS
29
Managed Account Services
Florida
$528K – – –
DC
30
Davenport & Co
Virginia
$496K +$13.9K +535 +3%
CG
31
Colony Group
Massachusetts
$471K +$12.7K +490 +3%
GLA
32
Great Lakes Advisors
Illinois
$458K +$12.5K +480 +3%
FAM
33
Flaharty Asset Management
Florida
$440K +$441K +17,012 +130,862%
Ameriprise
34
Ameriprise
Minnesota
$349K +$349K +13,467 New
AFP
35
Ausdal Financial Partners
Iowa
$327K +$45.7K +1,762 +16%
DP
36
Denver PWM
Colorado
$314K +$317K +12,197 New
SEIA
37
Signature Estate & Investment Advisors
California
$295K +$40K +1,543 +16%
BCM
38
Brookstone Capital Management
Illinois
$260K +$54.8K +2,113 +27%
HB
39
Homrich & Berg
Georgia
$253K +$779 +30 +0.3%
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$233K – – –
Luther King Capital Management (LKCM)
41
Luther King Capital Management (LKCM)
Texas
$230K +$230K +8,868 New
1IA
42
1834 Investment Advisors
Wisconsin
$225K +$226K +8,700 New
RJA
43
Raymond James & Associates
Florida
$219K +$220K +8,475 New
Baird Financial Group
44
Baird Financial Group
Wisconsin
$214K +$215K +8,275 New
SEI Investments
45
SEI Investments
Pennsylvania
$212K +$202K +7,767 +1,828%
PFS
46
Prospera Financial Services
Texas
$207K – – –
BCM
47
Bienville Capital Management
New York
$207K +$208K +8,000 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$153K +$154K +5,932 New
IA
49
IFP Advisors
Florida
$151K +$25.4K +979 +20%
AIP
50
Ameritas Investment Partners
Nebraska
$133K +$72.7K +2,800 +118%
1
2
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IBMJ Hedge Fund Activity: Q3 2017 in Review

56 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 Q3 2017, worth a combined $101M — up 14% from $88.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBMJ positions and 4 closed out — a net gain of 7 holders — while 31 added to existing stakes and 5 trimmed.

The largest buyer was US Bancorp, adding an estimated $2.54M. The largest seller was Gateway Advisory, cutting an estimated $5.8M.

  • 56 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q3 2017, up from 50 in Q2 2017.
  • Funds reported $101M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q3 2017, up 14% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q3 2017 and 4 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q3 2017 was US Bancorp, an estimated $2.54M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q3 2017 was Gateway Advisory, an estimated $5.8M sold.

Based on aggregated 13F filings for Q3 2017.