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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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114 hedge funds and large institutions have $208M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 27

4% more capital invested

Capital invested by funds: $199M → $208M (+$8.82M)

2% less funds holding

Funds holding: 116 → 114 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
47
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.87M
2
PFM
Phillips Financial Management
Indiana
+$2.86M
3
Wells Fargo
Wells Fargo
California
+$2.16M
4
EWA
EP Wealth Advisors
California
+$1.96M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$3.9M
2
Jane Street
Jane Street
New York
-$2.93M
3
EC
Estate Counselors
Wisconsin
-$1.75M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.59M
5
UBS Group
UBS Group
Switzerland
-$805K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
26
Praetorian Wealth Management
California
$2.01M -$174K -6,708 -8%
EWA
27
EP Wealth Advisors
California
$1.96M +$1.96M +75,753 New
FPS
28
Fieldpoint Private Securities
Connecticut
$1.8M -$411K -15,872 -19%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.79M -$3.9M -150,453 -68%
FC
30
Ferris Capital
Massachusetts
$1.76M +$1.76K +68 +0.1%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$1.74M +$355K +13,708 +26%
RJA
32
Raymond James & Associates
Florida
$1.62M -$109K -4,194 -6%
PWM
33
Paulson Wealth Management
Illinois
$1.48M +$28.8K +1,111 +2%
SCG
34
Sonata Capital Group
Washington
$1.41M +$168K +6,490 +14%
Stifel Financial
35
Stifel Financial
Missouri
$1.29M -$98.1K -3,788 -7%
APP
36
Avantax Planning Partners
Iowa
$1.28M – – –
FNC
37
First National Corp
Massachusetts
$1.25M – – –
APA
38
American Portfolios Advisors
New York
$1.17M +$100K +3,875 +9%
Osaic Holdings
39
Osaic Holdings
Arizona
$1.11M +$41.7K +1,608 +4%
CDIA
40
Capital Directions Investment Advisors
Georgia
$1.11M +$76.9K +2,968 +7%
ANTB
41
AMG National Trust Bank
Colorado
$1.11M – – –
Ameriprise
42
Ameriprise
Minnesota
$1.1M +$213K +8,211 +24%
KPWS
43
Kestra Private Wealth Services
Texas
$1.08M +$1.05M +40,382 New
VA
44
Valmark Advisers
Ohio
$1.07M +$242K +9,354 +29%
REMPR
45
Roof Eidam Maycock Peralta (REMP)
California
$1.05M – – –
AWM
46
Altium Wealth Management
New York
$996K -$7.64K -295 -0.8%
WSTAM
47
Wilbanks Smith & Thomas Asset Management
Virginia
$990K +$392K +15,115 +65%
CIA
48
Covington Investment Advisors
Pennsylvania
$959K +$14.1K +545 +1%
GPA
49
Guidance Point Advisors
Massachusetts
$936K -$120K -4,634 -11%
Jane Street
50
Jane Street
New York
$907K -$2.93M -113,090 -76%
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IBMJ Hedge Fund Activity: Q3 2020 in Review

114 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q3 2020, worth a combined $208M — up 4.4% from $199M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IBMJ and 9 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $3.87M. The largest seller was HighTower Advisors, cutting an estimated $3.9M.

  • 114 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q3 2020, down from 116 in Q2 2020.
  • Funds reported $208M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q3 2020, up 4.4% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q3 2020 and 11 closed out, a net change of -2 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q3 2020 was Morgan Stanley, an estimated $3.87M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q3 2020 was HighTower Advisors, an estimated $3.9M sold.

Based on aggregated 13F filings for Q3 2020.