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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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70 hedge funds and large institutions have $109M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 68 → 70 (+2)

2% less capital invested

Capital invested by funds: $111M → $109M (-$2.05M)

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
29
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.64M
2
Morgan Stanley
Morgan Stanley
New York
+$2.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.22M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$1.18M
5
UBS Group
UBS Group
Switzerland
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$6.98M
2
LNC
Lincoln National Corp
Pennsylvania
-$4.67M
3
VCM
Vigilant Capital Management
Maine
-$3.55M
4
PAG
Private Advisor Group
New Jersey
-$1.64M
5
VF
Virtu Financial
New York
-$708K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
26
Carnegie Investment Counsel
Ohio
$670K – – –
RFC
27
Regions Financial Corp
Alabama
$651K +$4.99K +196 +0.8%
SEIA
28
Signature Estate & Investment Advisors
California
$641K +$65.1K +2,559 +11%
Stifel Financial
29
Stifel Financial
Missouri
$591K +$588K +23,108 New
DC
30
Davenport & Co
Virginia
$571K +$97.7K +3,841 +21%
APP
31
Avantax Planning Partners
Iowa
$567K +$568K +22,335 New
RJA
32
Raymond James & Associates
Florida
$563K +$274K +10,779 +95%
MAS
33
Managed Account Services
Florida
$518K – – –
AWM
34
Altium Wealth Management
New York
$514K -$81.5K -3,204 -14%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$510K +$91.5K +3,598 +22%
FAM
36
Flaharty Asset Management
Florida
$509K – – –
APA
37
American Portfolios Advisors
New York
$451K – – –
Bank of New York Mellon
38
Bank of New York Mellon
New York
$444K +$445K +17,481 New
GLA
39
Great Lakes Advisors
Illinois
$425K -$2.67K -105 -0.6%
VA
40
Valmark Advisers
Ohio
$423K +$44.7K +1,758 +12%
PAG
41
Private Advisor Group
New Jersey
$408K -$1.64M -64,514 -80%
Ameriprise
42
Ameriprise
Minnesota
$406K -$8.06K -317 -2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$402K +$174K +6,857 +77%
1IA
44
1834 Investment Advisors
Wisconsin
$395K – – –
DP
45
Denver PWM
Colorado
$378K -$8.85K -348 -2%
AFP
46
Ausdal Financial Partners
Iowa
$351K +$16.6K +653 +5%
CG
47
Colony Group
Massachusetts
$307K -$28.1K -1,105 -8%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$295K +$51 +2 +0%
CTC
49
Central Trust Company
Missouri
$287K +$53.4K +2,100 +23%
PWM
50
Paulson Wealth Management
Illinois
$285K +$57.8K +2,273 +25%
1
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IBMJ Hedge Fund Activity: Q1 2018 in Review

70 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q1 2018, worth a combined $109M — down 1.8% from $111M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMJ positions and 7 closed out — a net gain of 2 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $2.64M. The largest seller was Jane Street, cutting an estimated $6.98M.

  • 70 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q1 2018, up from 68 in Q4 2017.
  • Funds reported $109M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q1 2018, down 1.8% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q1 2018 and 7 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q1 2018 was Northwestern Mutual Wealth Management, an estimated $2.64M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q1 2018 was Jane Street, an estimated $6.98M sold.

Based on aggregated 13F filings for Q1 2018.