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IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF

Delisted

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

75 hedge funds and large institutions have $121M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

127% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 15

10% more capital invested

Capital invested by funds: $109M → $121M (+$11.2M)

7% more funds holding

Funds holding: 7075 (+5)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
34
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
Boston Advisors
Massachusetts
$868K -$633 -25 -0.1%
APP
27
Avantax Planning Partners
Iowa
$848K +$278K +10,993 +49%
VF
28
Virtu Financial
New York
$818K +$814K +32,166 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$804K
CIC
30
Carnegie Investment Counsel
Ohio
$697K +$23.4K +925 +3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$669K +$372K +14,687 +126%
RFC
32
Regions Financial Corp
Alabama
$647K -$4.91K -194 -0.8%
VCM
33
Vigilant Capital Management
Maine
$620K -$2.25M -88,677 -78%
AFP
34
Ausdal Financial Partners
Iowa
$601K +$249K +9,824 +71%
MA
35
MCF Advisors
Kentucky
$597K +$594K +23,469 New
DC
36
Davenport & Co
Virginia
$572K
WI
37
WrapManager Inc
California
$557K +$554K +21,897 New
MAS
38
Managed Account Services
Florida
$519K
FAM
39
Flaharty Asset Management
Florida
$511K
AWM
40
Altium Wealth Management
New York
$457K -$57K -2,253 -11%
VA
41
Valmark Advisers
Ohio
$455K +$31.2K +1,234 +7%
APA
42
American Portfolios Advisors
New York
$452K
Jane Street
43
Jane Street
New York
$417K -$444K -17,534 -52%
Ameriprise
44
Ameriprise
Minnesota
$417K +$10.2K +404 +3%
FFW
45
Fusion Family Wealth
New York
$416K -$833K -32,910 -67%
1IA
46
1834 Investment Advisors
Wisconsin
$413K +$17.7K +700 +5%
GLA
47
Great Lakes Advisors
Illinois
$406K -$19.5K -770 -5%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$397K -$47.7K -1,883 -11%
SWP
49
Stratos Wealth Partners
Ohio
$350K +$67.3K +2,658 +24%
BlackRock
50
BlackRock
New York
$308K +$303K +11,986 +8,813%

IBMJ Hedge Fund Activity: Q2 2018 in Review

75 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q2 2018, worth a combined $121M — up 10% from $109M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBMJ positions and 4 closed out — a net gain of 6 holders — while 34 added to existing stakes and 15 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $2.71M. The largest seller was Vigilant Capital Management, cutting an estimated $2.25M.

  • 75 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q2 2018, up from 70 in Q1 2018.
  • Funds reported $121M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q2 2018, up 10% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q2 2018 and 4 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q2 2018 was Private Advisor Group, an estimated $2.71M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q2 2018 was Vigilant Capital Management, an estimated $2.25M sold.

Based on aggregated 13F filings for Q2 2018.