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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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105 hedge funds and large institutions have $174M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 18

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $164M → $174M (+$10.3M)

6% more funds holding

Funds holding: 99 → 105 (+6)

Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
45
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$3.12M
2
CIM
Confluence Investment Management
Missouri
+$2.25M
3
SCA
Stonebridge Capital Advisors
Minnesota
+$2M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.84M
5
NA
NewEdge Advisors
Louisiana
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
-$5.44M
2
AssetMark Inc
AssetMark Inc
California
-$4.9M
3
PFM
Phillips Financial Management
Indiana
-$1.65M
4
PAG
Private Advisor Group
New Jersey
-$1.36M
5
GA
Gateway Advisory
New Jersey
-$793K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.89M +$196K +7,655 +12%
FC
27
Ferris Capital
Massachusetts
$1.67M +$669K +26,160 +67%
CIC
28
Carnegie Investment Counsel
Ohio
$1.66M – – –
FPS
29
Fieldpoint Private Securities
Connecticut
$1.58M – – –
BPWA
30
Beacon Pointe Wealth Advisors
California
$1.54M +$427K +16,709 +38%
APP
31
Avantax Planning Partners
Iowa
$1.5M +$585K +22,882 +64%
Stifel Financial
32
Stifel Financial
Missouri
$1.49M -$132K -5,175 -8%
GWA
33
Guidant Wealth Advisors
Illinois
$1.36M -$9.33K -365 -0.7%
PWM
34
Paulson Wealth Management
Illinois
$1.26M +$18.9K +739 +2%
REMPR
35
Roof Eidam Maycock Peralta (REMP)
California
$1.18M +$30K +1,175 +3%
GPA
36
Guidance Point Advisors
Massachusetts
$1.05M +$767 +30 +0.1%
ADL
37
Asset Dedication LLC
California
$902K +$83.9K +3,283 +10%
AWM
38
Altium Wealth Management
New York
$801K +$344K +13,474 +76%
BA
39
Boston Advisors
Massachusetts
$784K -$256 -10 -0%
TTWM
40
TCV Trust & Wealth Management
Virginia
$733K -$199K -7,800 -21%
CBFP
41
Cedar Brook Financial Partners
Ohio
$729K -$26 -1 -0%
CIA
42
Covington Investment Advisors
Pennsylvania
$723K +$107K +4,170 +17%
RFC
43
Regions Financial Corp
Alabama
$704K -$25.6K -1,000 -4%
FNC
44
First National Corp
Massachusetts
$662K – – –
MA
45
MCF Advisors
Kentucky
$658K +$1.35K +53 +0.2%
DC
46
Davenport & Co
Virginia
$644K – – –
MAS
47
Managed Account Services
Florida
$573K – – –
WI
48
WrapManager Inc
California
$569K -$26.8K -1,047 -5%
CTC
49
Central Trust Company
Missouri
$567K +$164K +6,400 +41%
FAAS
50
First Allied Advisory Services
California
$539K +$13.4K +524 +3%
1
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IBMJ Hedge Fund Activity: Q1 2019 in Review

105 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q1 2019, worth a combined $174M — up 6.3% from $164M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBMJ positions and 11 closed out — a net gain of 6 holders — while 45 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.12M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $5.44M sold.

  • 105 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q1 2019, up from 99 in Q4 2018.
  • Funds reported $174M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q1 2019, up 6.3% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q1 2019 and 11 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q1 2019 was Jane Street, an estimated $3.12M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q1 2019 was Signature Estate & Investment Advisors, an estimated $5.44M sold.

Based on aggregated 13F filings for Q1 2019.