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IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF

Delisted

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

68 hedge funds and large institutions have $111M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

21% more funds holding

Funds holding: 5668 (+12)

10% more capital invested

Capital invested by funds: $101M → $111M (+$10.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
68
Holders Change
+12
Holders Change %
+21.43%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
30
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
26
Regions Financial Corp
Alabama
$646K +$35K +1,363 +6%
AWM
27
Altium Wealth Management
New York
$595K +$601K +23,409 New
Mariner
28
Mariner
Kansas
$588K -$98.8K -3,850 -14%
SEIA
29
Signature Estate & Investment Advisors
California
$577K +$290K +11,297 +99%
BTS
30
BB&T Securities
Virginia
$536K -$5.08M -198,076 -90%
MAS
31
Managed Account Services
Florida
$519K
FAM
32
Flaharty Asset Management
Florida
$512K +$78.7K +3,065 +18%
DC
33
Davenport & Co
Virginia
$474K -$13.5K -526 -3%
APA
34
American Portfolios Advisors
New York
$452K +$456K +17,765 New
GLA
35
Great Lakes Advisors
Illinois
$428K -$21.8K -851 -5%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$419K +$423K +16,477 New
Ameriprise
37
Ameriprise
Minnesota
$414K +$72.6K +2,827 +21%
1IA
38
1834 Investment Advisors
Wisconsin
$395K +$175K +6,835 +79%
DP
39
Denver PWM
Colorado
$389K +$79.4K +3,092 +25%
VA
40
Valmark Advisers
Ohio
$379K +$383K +14,906 New
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$379K +$383K +14,917 New
CG
42
Colony Group
Massachusetts
$335K -$128K -4,990 -27%
AFP
43
Ausdal Financial Partners
Iowa
$335K +$13.8K +539 +4%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$295K +$298K +11,620 New
RJA
45
Raymond James & Associates
Florida
$290K +$75K +2,922 +34%
Luther King Capital Management (LKCM)
46
Luther King Capital Management (LKCM)
Texas
$265K +$40.4K +1,575 +18%
HB
47
Homrich & Berg
Georgia
$250K +$770 +30 +0.3%
BCM
48
Brookstone Capital Management
Illinois
$242K -$12.8K -500 -5%
AIP
49
Ameritas Investment Partners
Nebraska
$237K +$23.4K +910 +18%
CTC
50
Central Trust Company
Missouri
$234K +$236K +9,200 New

IBMJ Hedge Fund Activity: Q4 2017 in Review

68 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q4 2017, worth a combined $111M — up 9.9% from $101M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBMJ positions and 4 closed out — a net gain of 12 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, adding an estimated $6.46M. The largest seller was BB&T Securities, cutting an estimated $5.08M.

  • 68 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q4 2017, up from 56 in Q3 2017.
  • Funds reported $111M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q4 2017, up 9.9% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q4 2017 and 4 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q4 2017 was Jane Street, an estimated $6.46M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q4 2017 was BB&T Securities, an estimated $5.08M sold.

Based on aggregated 13F filings for Q4 2017.