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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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119 hedge funds and large institutions have $199M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

3% more funds holding

Funds holding: 116 → 119 (+3)

3% less capital invested

Capital invested by funds: $204M → $199M (-$5.14M)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
33
Reduced
40
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$15M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.54M
3
UBS Group
UBS Group
Switzerland
+$3.05M
4
BPA
Beacon Pointe Advisors
California
+$2.23M
5
SCA
Stonebridge Capital Advisors
Minnesota
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
-$6.71M
2
NA
NewEdge Advisors
Louisiana
-$3.43M
3
Bank of America
Bank of America
North Carolina
-$2.28M
4
LNC
Lincoln National Corp
Pennsylvania
-$2.18M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.88M +$42.1K +1,633 +2%
CIC
27
Carnegie Investment Counsel
Ohio
$1.86M +$8.76K +340 +0.5%
FPS
28
Fieldpoint Private Securities
Connecticut
$1.76M +$12.9K +500 +0.7%
FC
29
Ferris Capital
Massachusetts
$1.73M -$16.6K -646 -0.9%
LF
30
LifeSteps Financial
California
$1.6M +$97.6K +3,790 +6%
EC
31
Estate Counselors
Wisconsin
$1.55M +$1.56M +60,700 New
PWM
32
Paulson Wealth Management
Illinois
$1.44M -$143K -5,543 -9%
Stifel Financial
33
Stifel Financial
Missouri
$1.37M -$75.1K -2,915 -5%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$1.36M +$89.7K +3,484 +7%
BOPW
35
Brandywine Oak Private Wealth
Pennsylvania
$1.29M +$834K +32,367 +179%
APP
36
Avantax Planning Partners
Iowa
$1.26M -$312K -12,115 -20%
SCG
37
Sonata Capital Group
Washington
$1.14M +$5.02K +195 +0.4%
FNC
38
First National Corp
Massachusetts
$1.12M – – –
ANTB
39
AMG National Trust Bank
Colorado
$1.09M – – –
CDIA
40
Capital Directions Investment Advisors
Georgia
$1.01M – – –
GPA
41
Guidance Point Advisors
Massachusetts
$1M -$49.8K -1,932 -5%
AWM
42
Altium Wealth Management
New York
$984K -$32.9K -1,278 -3%
CIA
43
Covington Investment Advisors
Pennsylvania
$982K -$9.79K -380 -1%
REMPR
44
Roof Eidam Maycock Peralta (REMP)
California
$980K -$56K -2,175 -5%
Osaic Holdings
45
Osaic Holdings
Arizona
$929K +$939K +36,450 New
LNC
46
Lincoln National Corp
Pennsylvania
$886K -$2.18M -84,603 -71%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$812K +$43.2K +1,678 +6%
APA
48
American Portfolios Advisors
New York
$785K +$244K +9,490 +45%
IWC
49
Integrated Wealth Concepts
Massachusetts
$755K -$90.8K -3,526 -11%
Ameriprise
50
Ameriprise
Minnesota
$696K +$111K +4,320 +19%
1
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IBMJ Hedge Fund Activity: Q1 2020 in Review

119 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q1 2020, worth a combined $199M — down 2.5% from $204M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBMJ positions and 7 closed out — a net gain of 9 holders — while 33 added to existing stakes and 40 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $15M. The largest seller was Confluence Investment Management, exiting entirely with an estimated $6.71M sold.

  • 119 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q1 2020, up from 116 in Q4 2019.
  • Funds reported $199M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q1 2020, down 2.5% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q1 2020 and 7 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q1 2020 was Jane Street, an estimated $15M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q1 2020 was Confluence Investment Management, an estimated $6.71M sold.

Based on aggregated 13F filings for Q1 2020.