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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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105 hedge funds and large institutions have $174M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 18

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $164M → $174M (+$10.3M)

6% more funds holding

Funds holding: 99 → 105 (+6)

Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
45
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$3.12M
2
CIM
Confluence Investment Management
Missouri
+$2.25M
3
SCA
Stonebridge Capital Advisors
Minnesota
+$2M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.84M
5
NA
NewEdge Advisors
Louisiana
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
-$5.44M
2
AssetMark Inc
AssetMark Inc
California
-$4.9M
3
PFM
Phillips Financial Management
Indiana
-$1.65M
4
PAG
Private Advisor Group
New Jersey
-$1.36M
5
GA
Gateway Advisory
New Jersey
-$793K
Name Holding Trade Value Shares
Change 		Change in
Stake
EPP
51
ETF Portfolio Partners
Kansas
$516K – – –
FAM
52
Flaharty Asset Management
Florida
$516K – – –
RCAG
53
Rehmann Capital Advisory Group
Michigan
$506K +$504K +19,721 New
SWP
54
Stratos Wealth Partners
Ohio
$501K +$67.9K +2,657 +16%
AWM
55
Alterna Wealth Management
Texas
$497K +$203K +7,932 +69%
1IA
56
1834 Investment Advisors
Wisconsin
$465K +$31.2K +1,220 +7%
APA
57
American Portfolios Advisors
New York
$456K – – –
VA
58
Valmark Advisers
Ohio
$447K +$17K +666 +4%
PAG
59
Private Advisory Group
Washington
$404K – – –
OIA
60
OneDigital Investment Advisors
Kansas
$401K – – –
VCM
61
Vivaldi Capital Management
Illinois
$398K -$70.6K -2,761 -15%
FFW
62
Fusion Family Wealth
New York
$391K -$124K -4,835 -24%
AFP
63
Ausdal Financial Partners
Iowa
$353K +$10.6K +415 +3%
DP
64
Denver PWM
Colorado
$347K +$434 +17 +0.1%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$335K +$334K +13,052 New
JP Morgan Chase
66
JP Morgan Chase
New York
$334K +$333K +13,014 New
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$318K -$29.4K -1,150 -8%
BlackRock
68
BlackRock
New York
$308K – – –
BCM
69
Bienville Capital Management
New York
$308K +$102K +4,000 +50%
IWC
70
Integrated Wealth Concepts
Massachusetts
$306K +$67.6K +2,646 +29%
Luther King Capital Management (LKCM)
71
Luther King Capital Management (LKCM)
Texas
$304K – – –
SSB
72
Sandy Spring Bank
Maryland
$293K +$59.7K +2,335 +26%
Ameriprise
73
Ameriprise
Minnesota
$279K +$278K +10,875 New
GIM
74
Greenwich Investment Management
Connecticut
$269K – – –
LF
75
Lee Financial
Texas
$262K – – –
1 2
3
4 5

IBMJ Hedge Fund Activity: Q1 2019 in Review

105 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q1 2019, worth a combined $174M — up 6.3% from $164M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBMJ positions and 11 closed out — a net gain of 6 holders — while 45 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.12M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $5.44M sold.

  • 105 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q1 2019, up from 99 in Q4 2018.
  • Funds reported $174M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q1 2019, up 6.3% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q1 2019 and 11 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q1 2019 was Jane Street, an estimated $3.12M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q1 2019 was Signature Estate & Investment Advisors, an estimated $5.44M sold.

Based on aggregated 13F filings for Q1 2019.