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

116 hedge funds and large institutions have $204M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 17

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

10% more funds holding

Funds holding: 105 → 116 (+11)

8% more capital invested

Capital invested by funds: $188M → $204M (+$15.4M)

Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
49
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
+$3.29M
2
Wells Fargo
Wells Fargo
California
+$2.16M
3
Bank of America
Bank of America
North Carolina
+$1.92M
4
EWA
EP Wealth Advisors
California
+$1.23M
5
Morgan Stanley
Morgan Stanley
New York
+$738K

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$1.42M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.21M
3
FTUS
Flow Traders U.S.
New York
-$978K
4
UBS Group
UBS Group
Switzerland
-$650K
5
FC
Ferris Capital
Massachusetts
-$412K
Name Holding Trade Value Shares
Change 		Change in
Stake
BPWA
26
Beacon Pointe Wealth Advisors
California
$1.95M +$76.6K +2,969 +4%
CIC
27
Carnegie Investment Counsel
Ohio
$1.87M +$93.5K +3,625 +5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.86M -$1.21M -46,874 -39%
SPA
29
Sentinel Pension Advisors
Massachusetts
$1.79M +$1.79M +69,436 New
FPS
30
Fieldpoint Private Securities
Connecticut
$1.77M – – –
FC
31
Ferris Capital
Massachusetts
$1.76M -$412K -15,964 -19%
PWM
32
Paulson Wealth Management
Illinois
$1.59M -$62.3K -2,414 -4%
APP
33
Avantax Planning Partners
Iowa
$1.59M -$43.2K -1,675 -3%
LF
34
LifeSteps Financial
California
$1.52M +$1.52M +59,028 New
Stifel Financial
35
Stifel Financial
Missouri
$1.46M +$128K +4,949 +10%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$1.29M +$512K +19,852 +66%
EWA
37
EP Wealth Advisors
California
$1.23M +$1.23M +47,728 New
SCG
38
Sonata Capital Group
Washington
$1.14M +$496K +19,215 +76%
ANTB
39
AMG National Trust Bank
Colorado
$1.1M – – –
GPA
40
Guidance Point Advisors
Massachusetts
$1.06M +$1.55K +60 +0.1%
REMPR
41
Roof Eidam Maycock Peralta (REMP)
California
$1.05M – – –
AWM
42
Altium Wealth Management
New York
$1.03M -$114K -4,417 -10%
CDIA
43
Capital Directions Investment Advisors
Georgia
$1.02M – – –
CIA
44
Covington Investment Advisors
Pennsylvania
$947K +$194K +7,521 +26%
IWC
45
Integrated Wealth Concepts
Massachusetts
$853K +$25.2K +979 +3%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$777K +$6.55K +254 +0.8%
CBFP
47
Cedar Brook Financial Partners
Ohio
$734K +$1.11K +43 +0.2%
RFC
48
Regions Financial Corp
Alabama
$669K +$5.78K +224 +0.9%
MA
49
MCF Advisors
Kentucky
$668K +$2.71K +105 +0.4%
DC
50
Davenport & Co
Virginia
$656K +$9.41K +365 +1%
1
2
3 4 5

IBMJ Hedge Fund Activity: Q4 2019 in Review

116 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q4 2019, worth a combined $204M — up 8.2% from $188M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBMJ positions and 8 closed out — a net gain of 15 holders — while 49 added to existing stakes and 17 trimmed.

The largest buyer was Confluence Investment Management, adding an estimated $3.29M. The largest seller was Private Advisor Group, cutting an estimated $1.42M.

  • 116 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q4 2019, up from 105 in Q3 2019.
  • Funds reported $204M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q4 2019 and 8 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q4 2019 was Confluence Investment Management, an estimated $3.29M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q4 2019 was Private Advisor Group, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2019.