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IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF

Delisted

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

104 hedge funds and large institutions have $182M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 22

4% more capital invested

Capital invested by funds: $174M → $182M (+$7.65M)

1% less funds holding

Funds holding: 105104 (-1)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

Holders
104
Holders Change
-1
Holders Change %
-0.95%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
53
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.13M +$233K +9,089 +12%
FC
27
Ferris Capital
Massachusetts
$1.96M +$282K +11,004 +17%
BPWA
28
Beacon Pointe Wealth Advisors
California
$1.82M +$266K +10,375 +17%
CIC
29
Carnegie Investment Counsel
Ohio
$1.79M +$118K +4,610 +7%
FPS
30
Fieldpoint Private Securities
Connecticut
$1.77M +$180K +7,000 +11%
APP
31
Avantax Planning Partners
Iowa
$1.58M +$78.9K +3,076 +5%
PWM
32
Paulson Wealth Management
Illinois
$1.58M +$317K +12,343 +25%
Stifel Financial
33
Stifel Financial
Missouri
$1.51M +$15.2K +591 +1%
GWA
34
Guidant Wealth Advisors
Illinois
$1.33M -$38.7K -1,506 -3%
GPA
35
Guidance Point Advisors
Massachusetts
$1.06M +$1.18K +46 +0.1%
REMPR
36
Roof Eidam Maycock Peralta (REMP)
California
$1.05M -$135K -5,260 -11%
ADL
37
Asset Dedication LLC
California
$926K +$18.8K +731 +2%
AWM
38
Altium Wealth Management
New York
$869K +$64K +2,492 +8%
ANTB
39
AMG National Trust Bank
Colorado
$804K +$600K +23,389 +299%
CIA
40
Covington Investment Advisors
Pennsylvania
$754K +$27.8K +1,085 +4%
BA
41
Boston Advisors
Massachusetts
$739K -$48.6K -1,895 -6%
CBFP
42
Cedar Brook Financial Partners
Ohio
$733K +$847 +33 +0.1%
RFC
43
Regions Financial Corp
Alabama
$718K +$10.5K +410 +1%
MA
44
MCF Advisors
Kentucky
$663K +$2.05K +80 +0.3%
DC
45
Davenport & Co
Virginia
$647K
FNC
46
First National Corp
Massachusetts
$635K -$29.6K -1,155 -4%
RCAG
47
Rehmann Capital Advisory Group
Michigan
$632K +$123K +4,794 +24%
Citadel Advisors
48
Citadel Advisors
Florida
$603K +$600K +23,397 New
TTWM
49
TCV Trust & Wealth Management
Virginia
$583K -$154K -6,000 -21%
WI
50
WrapManager Inc
California
$565K -$5.83K -227 -1%

IBMJ Hedge Fund Activity: Q2 2019 in Review

104 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q2 2019, worth a combined $182M — up 4.4% from $174M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IBMJ and 10 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 53 added.

The largest buyer was Private Advisor Group, adding an estimated $1.79M. The largest seller was Jane Street, cutting an estimated $717K.

  • 104 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q2 2019, down from 105 in Q1 2019.
  • Funds reported $182M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q2 2019, up 4.4% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q2 2019 and 11 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q2 2019 was Private Advisor Group, an estimated $1.79M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q2 2019 was Jane Street, an estimated $717K sold.

Based on aggregated 13F filings for Q2 2019.