iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
IBMJ was delisted on the 1st of December, 2021.
50 hedge funds and large institutions have $88.5M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 8 reducing their positions, and 5 closing their positions.
238% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 8
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
11% more capital invested
Capital invested by funds: $79.4M → $88.5M (+$9.06M)
9% more funds holding
Funds holding: 46 → 50 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$3.82M |
| 2 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$1.27M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.05M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$646K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.41M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.11M |
| 3 |
Jane Street
New York
|
-$603K |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$513K |
| 5 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
-$273K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Jane Street
New York
| – | -$603K | -23,509 | Closed |
|
52
Citadel Advisors
Miami,
Florida
| – | -$238K | -9,300 | Closed |
|
53
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$161K | -6,290 | Closed |
|
|
FCB
54
First Command Bank
Fort Worth,
Texas
| – | -$36K | -1,400 | Closed |
|
|
FCFS
55
First Command Financial Services
Fort Worth,
Texas
| – | -$36K | -1,400 | Closed |
|
IBMJ Hedge Fund Activity: Q2 2017 in Review
50 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q2 2017, worth a combined $88.5M — up 11% from $79.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBMJ positions and 5 closed out — a net gain of 4 holders — while 27 added to existing stakes and 8 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $3.82M. The largest seller was Wells Fargo, cutting an estimated $2.41M.
- 50 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q2 2017, up from 46 in Q1 2017.
- Funds reported $88.5M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q2 2017, up 11% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q2 2017 and 5 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q2 2017 was HighTower Advisors, an estimated $3.82M added.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q2 2017 was Wells Fargo, an estimated $2.41M sold.
Based on aggregated 13F filings for Q2 2017.