We are live on ! Find out more
IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ

Delisted

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

Back to rankings

99 hedge funds and large institutions have $164M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 5

156% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 16

32% more funds holding

Funds holding: 75 → 99 (+24)

25% more capital invested

Capital invested by funds: $131M → $164M (+$32.5M)

Holders
99
Holders Change
+24
Holders Change %
+32%
% of All Funds
2.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
41
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
+$5.41M
2
LPT
Legacy Private Trust
Wisconsin
+$3.6M
3
AssetMark Inc
AssetMark Inc
California
+$2.47M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.22M
5
Bank of America
Bank of America
North Carolina
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.3M
2
CIC
Carnegie Investment Counsel
Ohio
-$1.19M
3
LNC
Lincoln National Corp
Pennsylvania
-$1.19M
4
Wells Fargo
Wells Fargo
California
-$841K
5
UCFA
United Capital Financial Advisors
Texas
-$631K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$1.62M +$132K +5,212 +9%
Stifel Financial
27
Stifel Financial
Missouri
$1.61M +$209K +8,270 +15%
FPS
28
Fieldpoint Private Securities
Connecticut
$1.57M – – –
GWA
29
Guidant Wealth Advisors
Illinois
$1.36M +$1.35M +53,319 New
PWM
30
Paulson Wealth Management
Illinois
$1.23M +$808K +31,962 +197%
REMPR
31
Roof Eidam Maycock Peralta (REMP)
California
$1.14M – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.11M +$81.3K +3,216 +8%
BPWA
33
Beacon Pointe Wealth Advisors
California
$1.11M +$1.1M +43,540 New
GPA
34
Guidance Point Advisors
Massachusetts
$1.05M +$1.04M +41,108 New
FC
35
Ferris Capital
Massachusetts
$990K +$945K +37,376 +2,430%
TTWM
36
TCV Trust & Wealth Management
Virginia
$926K -$205K -8,100 -18%
APP
37
Avantax Planning Partners
Iowa
$905K – – –
ADL
38
Asset Dedication LLC
California
$811K -$50.8K -2,007 -6%
BA
39
Boston Advisors
Massachusetts
$778K -$136K -5,392 -15%
RFC
40
Regions Financial Corp
Alabama
$724K +$49.7K +1,967 +7%
CBFP
41
Cedar Brook Financial Partners
Ohio
$722K +$718K +28,394 New
FNC
42
First National Corp
Massachusetts
$656K +$652K +25,787 New
MA
43
MCF Advisors
Kentucky
$651K +$2.5K +99 +0.4%
DC
44
Davenport & Co
Virginia
$638K +$42.7K +1,690 +7%
CIA
45
Covington Investment Advisors
Pennsylvania
$610K +$607K +23,990 New
WI
46
WrapManager Inc
California
$590K +$33.5K +1,324 +6%
MAS
47
Managed Account Services
Florida
$571K +$100K +3,962 +21%
FAAS
48
First Allied Advisory Services
California
$522K +$518K +20,500 New
EPP
49
ETF Portfolio Partners
Kansas
$511K – – –
FAM
50
Flaharty Asset Management
Florida
$511K – – –
1
2
3 4 5

IBMJ Hedge Fund Activity: Q4 2018 in Review

99 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q4 2018, worth a combined $164M — up 25% from $131M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBMJ positions and 5 closed out — a net gain of 24 holders — while 41 added to existing stakes and 16 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $5.41M. The largest seller was Jane Street, exiting entirely with an estimated $1.3M sold.

  • 99 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q4 2018, up from 75 in Q3 2018.
  • Funds reported $164M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q4 2018, up 25% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q4 2018 and 5 closed out, a net change of +24 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q4 2018 was Signature Estate & Investment Advisors, an estimated $5.41M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q4 2018 was Jane Street, an estimated $1.3M sold.

Based on aggregated 13F filings for Q4 2018.