iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
IBMJ was delisted on the 1st of December, 2021.
56 hedge funds and large institutions have $101M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 5 reducing their positions, and 4 closing their positions.
520% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 5
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
14% more capital invested
Capital invested by funds: $88.5M → $101M (+$12.8M)
12% more funds holding
Funds holding: 50 → 56 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.54M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.92M |
| 3 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$1.66M |
| 4 |
Jane Street
New York
|
+$1.48M |
| 5 |
VF
Virtu Financial
New York
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$5.8M |
| 2 |
TC
Trust Company
Manhattan,
Kansas
|
-$3.21M |
| 3 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
-$918K |
| 4 |
Bank of New York Mellon
New York
|
-$597K |
| 5 |
BA
Boston Advisors
Boston,
Massachusetts
|
-$505K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $83K | +$83.5K | +3,219 | New |
|
|
AG
52
Advisor Group
Phoenix,
Arizona
| $31K | – | – | – |
|
|
TC
53
Trust Company
Manhattan,
Kansas
| $16K | -$3.21M | -123,593 | -99% |
|
|
NC
54
NewSquare Capital
Newtown Square,
Pennsylvania
| $16K | – | – | – |
|
55
First Manhattan
New York
| $9K | – | – | – |
|
56
BlackRock
New York
| $4K | – | – | – |
|
|
GWA
57
Guidant Wealth Advisors
Palatine,
Illinois
| – | -$918K | -35,670 | Closed |
|
|
58
Bank of New York Mellon
New York
| – | -$597K | -23,118 | Closed |
|
|
RFM
59
Royal Fund Management
Lady Lake,
Florida
| – | -$2K | -102 | Closed |
|
|
NA
60
NewEdge Advisors
New Orleans,
Louisiana
| – | -$1.03K | -40 | Closed |
|
IBMJ Hedge Fund Activity: Q3 2017 in Review
56 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 Q3 2017, worth a combined $101M — up 14% from $88.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IBMJ positions and 4 closed out — a net gain of 7 holders — while 31 added to existing stakes and 5 trimmed.
The largest buyer was US Bancorp, adding an estimated $2.54M. The largest seller was Gateway Advisory, cutting an estimated $5.8M.
- 56 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q3 2017, up from 50 in Q2 2017.
- Funds reported $101M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q3 2017, up 14% quarter-over-quarter.
- 11 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q3 2017 and 4 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q3 2017 was US Bancorp, an estimated $2.54M added.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q3 2017 was Gateway Advisory, an estimated $5.8M sold.
Based on aggregated 13F filings for Q3 2017.