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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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133 hedge funds and large institutions have $230M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

8% more funds holding

Funds holding: 123 → 133 (+10)

4% more capital invested

Capital invested by funds: $221M → $230M (+$8.89M)

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
44
Reduced
39
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.08M
2
HighTower Advisors
HighTower Advisors
Illinois
+$3.82M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.2M
4
FTUS
Flow Traders U.S.
New York
+$2.09M
5
PFM
Phillips Financial Management
Indiana
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
-$1.72M
2
CDIA
Capital Directions Investment Advisors
Georgia
-$1.1M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$900K
5
Morgan Stanley
Morgan Stanley
New York
-$748K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.45M +$2.2M +85,434 +880%
BPA
27
Beacon Pointe Advisors
California
$2.25M +$3.99K +155 +0.2%
PSIWM
28
Paradigm Strategies in Wealth Management
Minnesota
$2.12M +$2.12M +82,438 New
FTUS
29
Flow Traders U.S.
New York
$2.09M +$2.09M +81,164 New
FPS
30
Fieldpoint Private Securities
Connecticut
$1.78M – – –
P
31
Paradiem
Louisiana
$1.71M +$303K +11,789 +22%
PWM
32
Praetorian Wealth Management
California
$1.6M -$143K -5,574 -8%
EWA
33
EP Wealth Advisors
California
$1.6M -$284K -11,047 -15%
RJA
34
Raymond James & Associates
Florida
$1.59M -$82.1K -3,190 -5%
APP
35
Avantax Planning Partners
Iowa
$1.56M +$208K +8,072 +15%
FC
36
Ferris Capital
Massachusetts
$1.54M -$200K -7,783 -12%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.5M +$500K +19,442 +50%
SCG
38
Sonata Capital Group
Washington
$1.49M – – –
PWM
39
Paulson Wealth Management
Illinois
$1.46M -$25.8K -1,002 -2%
Ameriprise
40
Ameriprise
Minnesota
$1.39M +$352K +13,678 +34%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$1.38M -$1M -39,031 -42%
CIC
42
Carnegie Investment Counsel
Ohio
$1.38M -$308K -11,975 -18%
Stifel Financial
43
Stifel Financial
Missouri
$1.22M -$2.88K -112 -0.2%
RFC
44
Regions Financial Corp
Alabama
$1.22M +$399K +15,500 +49%
VA
45
Valmark Advisers
Ohio
$1.2M +$44.7K +1,736 +4%
APA
46
American Portfolios Advisors
New York
$1.16M – – –
WSTAM
47
Wilbanks Smith & Thomas Asset Management
Virginia
$1.13M +$54.9K +2,132 +5%
ANTB
48
AMG National Trust Bank
Colorado
$1.1M – – –
REMPR
49
Roof Eidam Maycock Peralta (REMP)
California
$1.04M – – –
IWC
50
Integrated Wealth Concepts
Massachusetts
$1.03M +$25.3K +982 +3%
1
2
3 4 5

IBMJ Hedge Fund Activity: Q1 2021 in Review

133 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q1 2021, worth a combined $230M — up 4% from $221M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMJ positions and 3 closed out — a net gain of 11 holders — while 44 added to existing stakes and 39 trimmed.

The largest buyer was Jane Street, adding an estimated $4.08M. The largest seller was US Bancorp, cutting an estimated $1.72M.

  • 133 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q1 2021, up from 123 in Q4 2020.
  • Funds reported $230M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q1 2021, up 4% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q1 2021 and 3 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q1 2021 was Jane Street, an estimated $4.08M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q1 2021 was US Bancorp, an estimated $1.72M sold.

Based on aggregated 13F filings for Q1 2021.