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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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75 hedge funds and large institutions have $131M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 14

9% more capital invested

Capital invested by funds: $121M → $131M (+$10.7M)

0% more funds holding

Funds holding: 75 → 75 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
37
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.24M
2
AssetMark Inc
AssetMark Inc
California
+$2.47M
3
CIC
Carnegie Investment Counsel
Ohio
+$2.15M
4
RJA
Raymond James & Associates
Florida
+$1.76M
5
Wells Fargo
Wells Fargo
California
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
-$2.29M
2
ADL
Asset Dedication LLC
California
-$2.03M
3
PFM
Phillips Financial Management
Indiana
-$1.73M
4
SEIA
Signature Estate & Investment Advisors
California
-$919K
5
PAG
Private Advisor Group
New Jersey
-$917K
Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
26
TCV Trust & Wealth Management
Virginia
$1.13M -$54.6K -2,150 -5%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.02M +$358K +14,069 +53%
BA
28
Boston Advisors
Massachusetts
$910K +$46K +1,811 +5%
APP
29
Avantax Planning Partners
Iowa
$899K +$56.4K +2,220 +7%
ADL
30
Asset Dedication LLC
California
$857K -$2.03M -79,841 -70%
RFC
31
Regions Financial Corp
Alabama
$670K +$27.1K +1,068 +4%
MA
32
MCF Advisors
Kentucky
$645K +$51.6K +2,029 +9%
NA
33
NewEdge Advisors
Louisiana
$642K +$60K +2,362 +10%
AFP
34
Ausdal Financial Partners
Iowa
$599K +$1.09K +43 +0.2%
DC
35
Davenport & Co
Virginia
$592K +$23.3K +915 +4%
AWM
36
Altium Wealth Management
New York
$581K +$128K +5,026 +28%
WI
37
WrapManager Inc
California
$554K -$458 -18 -0.1%
EPP
38
ETF Portfolio Partners
Kansas
$508K +$511K +20,093 New
FAM
39
Flaharty Asset Management
Florida
$507K – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$480K +$483K +18,996 New
MAS
41
Managed Account Services
Florida
$465K -$49.9K -1,964 -10%
FFW
42
Fusion Family Wealth
New York
$454K +$39.9K +1,569 +10%
APA
43
American Portfolios Advisors
New York
$449K – – –
VA
44
Valmark Advisers
Ohio
$418K -$34.9K -1,372 -8%
1IA
45
1834 Investment Advisors
Wisconsin
$411K – – –
PWM
46
Paulson Wealth Management
Illinois
$409K +$135K +5,321 +49%
RCAG
47
Rehmann Capital Advisory Group
Michigan
$402K +$249K +9,795 +160%
CTC
48
Central Trust Company
Missouri
$382K +$96.6K +3,800 +34%
VCM
49
Vigilant Capital Management
Maine
$375K -$243K -9,562 -39%
SWP
50
Stratos Wealth Partners
Ohio
$375K +$26.9K +1,057 +8%
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IBMJ Hedge Fund Activity: Q3 2018 in Review

75 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q3 2018, worth a combined $131M — up 8.8% from $121M a quarter earlier.

Fund positioning in IBMJ was balanced in Q3 2018: 12 funds opened new positions, 12 closed out, 37 added to existing stakes and 14 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $5.24M. The largest seller was Confluence Investment Management, cutting an estimated $2.29M.

  • 75 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $131M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q3 2018, up 8.8% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q3 2018 and 12 closed out, a net change of 0 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $5.24M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q3 2018 was Confluence Investment Management, an estimated $2.29M sold.

Based on aggregated 13F filings for Q3 2018.