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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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70 hedge funds and large institutions have $109M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 68 → 70 (+2)

2% less capital invested

Capital invested by funds: $111M → $109M (-$2.05M)

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
29
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.64M
2
Morgan Stanley
Morgan Stanley
New York
+$2.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.22M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$1.18M
5
UBS Group
UBS Group
Switzerland
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$6.98M
2
LNC
Lincoln National Corp
Pennsylvania
-$4.67M
3
VCM
Vigilant Capital Management
Maine
-$3.55M
4
PAG
Private Advisor Group
New Jersey
-$1.64M
5
VF
Virtu Financial
New York
-$708K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$282K +$130K +5,102 +85%
HB
52
Homrich & Berg
Georgia
$249K – – –
NA
53
NewEdge Advisors
Louisiana
$234K +$235K +9,250 New
Luther King Capital Management (LKCM)
54
Luther King Capital Management (LKCM)
Texas
$225K -$40.7K -1,600 -15%
IWC
55
Integrated Wealth Concepts
Massachusetts
$211K – – –
WIC
56
Whitegate Investment Counselors
New Hampshire
$209K +$210K +8,245 New
Baird Financial Group
57
Baird Financial Group
Wisconsin
$207K +$208K +8,158 New
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$198K -$18.5K -727 -9%
AIP
59
Ameritas Investment Partners
Nebraska
$154K – – –
IA
60
IFP Advisors
Florida
$149K – – –
OIA
61
OneDigital Investment Advisors
Kansas
$147K – – –
MCM
62
Monument Capital Management
Virginia
$54K – – –
AF
63
Advisornet Financial
Minnesota
$42K +$10K +395 +31%
SWP
64
Strategic Wealth Partners
Ohio
$20K +$20K +788 New
SFM
65
Signet Financial Management
New Jersey
$18K +$18K +708 New
TC
66
Trust Company
Kansas
$16K – – –
SEI Investments
67
SEI Investments
Pennsylvania
$11K -$198K -7,767 -95%
First Manhattan
68
First Manhattan
New York
$9K – – –
BlackRock
69
BlackRock
New York
$3K – – –
SIS
70
Sound Income Strategies
Florida
$1K +$636 +25 New
VF
71
Virtu Financial
New York
– -$708K -27,838 Closed
BTS
72
BB&T Securities
Virginia
– -$536K -21,116 Closed
BCM
73
Brookstone Capital Management
Illinois
– -$242K -9,528 Closed
BCM
74
Bienville Capital Management
New York
– -$203K -8,000 Closed
FAAS
75
First Allied Advisory Services
California
– -$89K -3,500 Closed
1 2
3
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IBMJ Hedge Fund Activity: Q1 2018 in Review

70 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q1 2018, worth a combined $109M — down 1.8% from $111M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMJ positions and 7 closed out — a net gain of 2 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $2.64M. The largest seller was Jane Street, cutting an estimated $6.98M.

  • 70 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q1 2018, up from 68 in Q4 2017.
  • Funds reported $109M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q1 2018, down 1.8% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q1 2018 and 7 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q1 2018 was Northwestern Mutual Wealth Management, an estimated $2.64M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q1 2018 was Jane Street, an estimated $6.98M sold.

Based on aggregated 13F filings for Q1 2018.