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IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF

Delisted

IBMJ was delisted on the 1st of December, 2021.

68 hedge funds and large institutions have $111M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

21% more funds holding

Funds holding: 5668 (+12)

10% more capital invested

Capital invested by funds: $101M → $111M (+$10.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
68
Holders Change
+12
Holders Change %
+21.43%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
30
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$228K +$77.7K +3,025 +51%
PWM
52
Paulson Wealth Management
Illinois
$227K +$229K +8,935 New
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$218K -$11.4K -445 -5%
IWC
54
Integrated Wealth Concepts
Massachusetts
$213K +$214K +8,345 New
SEI Investments
55
SEI Investments
Pennsylvania
$208K
BCM
56
Bienville Capital Management
New York
$203K
SWP
57
Stratos Wealth Partners
Ohio
$153K +$154K +6,000 New
IA
58
IFP Advisors
Florida
$149K
OIA
59
OneDigital Investment Advisors
Kansas
$146K +$148K +5,753 New
FAAS
60
First Allied Advisory Services
California
$89K +$89.8K +3,500 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$82K
MCM
62
Monument Capital Management
Virginia
$55K +$55.7K +2,168 New
AF
63
Advisornet Financial
Minnesota
$32K +$32.3K +1,260 New
AG
64
Advisor Group
Arizona
$31K
CA
65
Calton & Associates
Florida
$24K +$25K +973 New
TC
66
Trust Company
Kansas
$16K
First Manhattan
67
First Manhattan
New York
$9K
BlackRock
68
BlackRock
New York
$3K
LPT
69
Legacy Private Trust
Wisconsin
-$2.33M -90,000 Closed
Baird Financial Group
70
Baird Financial Group
Wisconsin
-$214K -8,275 Closed
PFS
71
Prospera Financial Services
Texas
-$207K -8,000 Closed
NC
72
NewSquare Capital
Pennsylvania
-$16K -620 Closed

IBMJ Hedge Fund Activity: Q4 2017 in Review

68 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q4 2017, worth a combined $111M — up 9.9% from $101M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBMJ positions and 4 closed out — a net gain of 12 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, adding an estimated $6.46M. The largest seller was BB&T Securities, cutting an estimated $5.08M.

  • 68 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q4 2017, up from 56 in Q3 2017.
  • Funds reported $111M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q4 2017, up 9.9% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q4 2017 and 4 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q4 2017 was Jane Street, an estimated $6.46M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q4 2017 was BB&T Securities, an estimated $5.08M sold.

Based on aggregated 13F filings for Q4 2017.