iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
IBMJ was delisted on the 1st of December, 2021.
123 hedge funds and large institutions have $221M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
69% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 29
8% more funds holding
Funds holding: 114 → 123 (+9)
6% more capital invested
Capital invested by funds: $208M → $221M (+$13.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.88M |
| 2 |
Morgan Stanley
New York
|
+$1.61M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.12M |
| 4 |
Jane Street
New York
|
+$988K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$977K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$1.43M |
| 2 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$1.27M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$874K |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$552K |
| 5 |
WI
WrapManager Inc
Mill Valley,
California
|
-$491K |
IBMJ Hedge Fund Activity: Q4 2020 in Review
123 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q4 2020, worth a combined $221M — up 6.3% from $208M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBMJ positions and 5 closed out — a net gain of 10 holders — while 49 added to existing stakes and 29 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.88M. The largest seller was US Bancorp, cutting an estimated $1.43M.
- 123 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q4 2020, up from 114 in Q3 2020.
- Funds reported $221M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q4 2020, up 6.3% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q4 2020 and 5 closed out, a net change of +10 holders.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q4 2020 was Wells Fargo, an estimated $2.88M added.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q4 2020 was US Bancorp, an estimated $1.43M sold.
Based on aggregated 13F filings for Q4 2020.