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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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127 hedge funds and large institutions have $202M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 128 → 127 (-1)

8% less capital invested

Capital invested by funds: $219M → $202M (-$16.8M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

46% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 50

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.01M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$1.66M
3
FC
Ferris Capital
Massachusetts
+$1.32M
4
AWM
Apollon Wealth Management
South Carolina
+$1.15M
5
HighTower Advisors
HighTower Advisors
Illinois
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
SCA
Stonebridge Capital Advisors
Minnesota
-$5.75M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.84M
3
Wells Fargo
Wells Fargo
California
-$2.48M
4
BPA
Beacon Pointe Advisors
California
-$2.19M
5
Mariner
Mariner
Kansas
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
P
26
Paradiem
Louisiana
$1.7M – – –
CIAS
27
CFS Investment Advisory Services
New Jersey
$1.66M +$1.66M +64,786 New
W
28
Wealthquest
Ohio
$1.62M -$591K -23,076 -27%
SCG
29
Sonata Capital Group
Washington
$1.47M -$13K -508 -0.9%
Jane Street
30
Jane Street
New York
$1.45M -$1.26M -49,227 -47%
FC
31
Ferris Capital
Massachusetts
$1.32M +$1.32M +51,563 New
PWM
32
Praetorian Wealth Management
California
$1.31M -$171K -6,678 -12%
EWA
33
EP Wealth Advisors
California
$1.28M – – –
RJA
34
Raymond James & Associates
Florida
$1.25M +$15.3K +597 +1%
Ameriprise
35
Ameriprise
Minnesota
$1.24M -$70.4K -2,750 -5%
SPA
36
Sentinel Pension Advisors
Massachusetts
$1.23M -$1.09M -42,612 -47%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$1.22M -$161K -6,300 -12%
Stifel Financial
38
Stifel Financial
Missouri
$1.2M -$4.92K -192 -0.4%
VA
39
Valmark Advisers
Ohio
$1.15M -$123K -4,797 -10%
AWM
40
Apollon Wealth Management
South Carolina
$1.15M +$1.15M +44,901 New
GFPC
41
Global Financial Private Client
Florida
$1.12M +$79.1K +3,089 +8%
APP
42
Avantax Planning Partners
Iowa
$1.12M -$33.4K -1,306 -3%
ANTB
43
AMG National Trust Bank
Colorado
$1.09M – – –
PWM
44
Paulson Wealth Management
Illinois
$1.07M -$262K -10,244 -20%
CDIA
45
Capital Directions Investment Advisors
Georgia
$1.04M – – –
REMPR
46
Roof Eidam Maycock Peralta (REMP)
California
$1.04M – – –
CIC
47
Carnegie Investment Counsel
Ohio
$932K -$216K -8,420 -19%
GPA
48
Guidance Point Advisors
Massachusetts
$927K +$768 +30 +0.1%
KPWS
49
Kestra Private Wealth Services
Texas
$922K +$76.2K +2,978 +9%
APA
50
American Portfolios Advisors
New York
$916K -$238K -9,310 -21%
1
2
3 4 5

IBMJ Hedge Fund Activity: Q3 2021 in Review

127 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q3 2021, worth a combined $202M — down 7.7% from $219M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IBMJ and 9 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 27 added.

The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $2.01M. The largest seller was Stonebridge Capital Advisors, cutting an estimated $5.75M.

  • 127 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q3 2021, down from 128 in Q2 2021.
  • Funds reported $202M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q3 2021, down 7.7% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q3 2021 and 10 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q3 2021 was Thomas J. Herzfeld Advisors, an estimated $2.01M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q3 2021 was Stonebridge Capital Advisors, an estimated $5.75M sold.

Based on aggregated 13F filings for Q3 2021.