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IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF

Delisted

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

104 hedge funds and large institutions have $182M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 22

4% more capital invested

Capital invested by funds: $174M → $182M (+$7.65M)

1% less funds holding

Funds holding: 105104 (-1)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

Holders
104
Holders Change
-1
Holders Change %
-0.95%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
53
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$548K +$89.8K +3,500 +20%
EPP
52
ETF Portfolio Partners
Kansas
$518K
FAM
53
Flaharty Asset Management
Florida
$518K
SWP
54
Stratos Wealth Partners
Ohio
$508K +$5.42K +211 +1%
VA
55
Valmark Advisers
Ohio
$482K +$32.7K +1,274 +7%
1IA
56
1834 Investment Advisors
Wisconsin
$461K -$6.03K -235 -1%
MAS
57
Managed Account Services
Florida
$448K -$128K -5,004 -22%
CTC
58
Central Trust Company
Missouri
$427K -$143K -5,577 -25%
SCG
59
Sonata Capital Group
Washington
$423K +$421K +16,400 New
FTUS
60
Flow Traders U.S.
New York
$408K +$406K +15,826 New
IWC
61
Integrated Wealth Concepts
Massachusetts
$400K +$164K +6,384 +54%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$382K +$144K +5,607 +61%
AFP
63
Ausdal Financial Partners
Iowa
$368K +$11.6K +451 +3%
DP
64
Denver PWM
Colorado
$353K +$2.1K +82 +0.6%
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$345K +$26K +1,013 +8%
JP Morgan Chase
66
JP Morgan Chase
New York
$335K
GIM
67
Greenwich Investment Management
Connecticut
$322K +$51.3K +2,000 +19%
BlackRock
68
BlackRock
New York
$320K +$10.2K +398 +3%
AG
69
Advisor Group
Arizona
$312K +$55.1K +2,148 +22%
BCM
70
Bienville Capital Management
New York
$309K
SSB
71
Sandy Spring Bank
Maryland
$309K +$15K +585 +5%
Luther King Capital Management (LKCM)
72
Luther King Capital Management (LKCM)
Texas
$305K
AAM
73
Autus Asset Management
Arizona
$296K +$295K +11,500 New
Ameriprise
74
Ameriprise
Minnesota
$282K +$1.54K +60 +0.6%
AIP
75
Ameritas Investment Partners
Nebraska
$274K +$19.2K +750 +8%

IBMJ Hedge Fund Activity: Q2 2019 in Review

104 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q2 2019, worth a combined $182M — up 4.4% from $174M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IBMJ and 10 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 53 added.

The largest buyer was Private Advisor Group, adding an estimated $1.79M. The largest seller was Jane Street, cutting an estimated $717K.

  • 104 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q2 2019, down from 105 in Q1 2019.
  • Funds reported $182M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q2 2019, up 4.4% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q2 2019 and 11 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q2 2019 was Private Advisor Group, an estimated $1.79M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q2 2019 was Jane Street, an estimated $717K sold.

Based on aggregated 13F filings for Q2 2019.