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

105 hedge funds and large institutions have $188M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 26

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

4% more capital invested

Capital invested by funds: $182M → $188M (+$6.59M)

1% more funds holding

Funds holding: 104 → 105 (+1)

Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
47
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.5M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.82M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$1.55M
4
PAG
Private Advisor Group
New Jersey
+$1.39M
5
CDIA
Capital Directions Investment Advisors
Georgia
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
-$3.3M
2
Jane Street
Jane Street
New York
-$2.05M
3
UBS Group
UBS Group
Switzerland
-$1.45M
4
Morgan Stanley
Morgan Stanley
New York
-$1.06M
5
RJA
Raymond James & Associates
Florida
-$663K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.25M +$113K +4,378 +5%
FC
27
Ferris Capital
Massachusetts
$2.17M +$211K +8,181 +11%
GWA
28
Guidant Wealth Advisors
Illinois
$2.02M +$695K +26,902 +52%
BPWA
29
Beacon Pointe Wealth Advisors
California
$1.87M +$51.3K +1,986 +3%
CIC
30
Carnegie Investment Counsel
Ohio
$1.78M -$7.36K -285 -0.4%
FPS
31
Fieldpoint Private Securities
Connecticut
$1.77M – – –
PWM
32
Paulson Wealth Management
Illinois
$1.65M +$69.4K +2,687 +4%
APP
33
Avantax Planning Partners
Iowa
$1.63M +$44.8K +1,733 +3%
FTUS
34
Flow Traders U.S.
New York
$1.4M +$992K +38,413 +243%
Stifel Financial
35
Stifel Financial
Missouri
$1.33M -$174K -6,721 -12%
AWM
36
Altium Wealth Management
New York
$1.14M +$273K +10,556 +31%
ANTB
37
AMG National Trust Bank
Colorado
$1.1M +$296K +11,467 +37%
GPA
38
Guidance Point Advisors
Massachusetts
$1.06M +$1.16K +45 +0.1%
REMPR
39
Roof Eidam Maycock Peralta (REMP)
California
$1.05M – – –
CDIA
40
Capital Directions Investment Advisors
Georgia
$1.02M +$1.03M +39,752 New
IWC
41
Integrated Wealth Concepts
Massachusetts
$829K +$358K +13,861 +76%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$777K +$545K +21,091 +233%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$771K +$546K +21,153 +242%
CIA
44
Covington Investment Advisors
Pennsylvania
$754K – – –
CBFP
45
Cedar Brook Financial Partners
Ohio
$734K +$852 +33 +0.1%
BA
46
Boston Advisors
Massachusetts
$699K -$40.2K -1,556 -5%
MA
47
MCF Advisors
Kentucky
$665K +$2.04K +79 +0.3%
RFC
48
Regions Financial Corp
Alabama
$663K -$54.3K -2,104 -8%
SCG
49
Sonata Capital Group
Washington
$648K +$225K +8,725 +53%
DC
50
Davenport & Co
Virginia
$647K – – –
1
2
3 4 5

IBMJ Hedge Fund Activity: Q3 2019 in Review

105 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q3 2019, worth a combined $188M — up 3.6% from $182M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBMJ positions and 7 closed out — a net gain of 1 holder — while 47 added to existing stakes and 26 trimmed.

The largest buyer was Bank of America, adding an estimated $2.5M. The largest seller was Confluence Investment Management, cutting an estimated $3.3M.

  • 105 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q3 2019, up from 104 in Q2 2019.
  • Funds reported $188M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q3 2019, up 3.6% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q3 2019 and 7 closed out, a net change of +1 holder.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q3 2019 was Bank of America, an estimated $2.5M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q3 2019 was Confluence Investment Management, an estimated $3.3M sold.

Based on aggregated 13F filings for Q3 2019.