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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 $188M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 26

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

4% more capital invested

Capital invested by funds: $182M → $188M (+$6.59M)

1% more funds holding

Funds holding: 104 → 105 (+1)

Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
47
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.5M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.82M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$1.55M
4
PAG
Private Advisor Group
New Jersey
+$1.39M
5
CDIA
Capital Directions Investment Advisors
Georgia
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
-$3.3M
2
Jane Street
Jane Street
New York
-$2.05M
3
UBS Group
UBS Group
Switzerland
-$1.45M
4
Morgan Stanley
Morgan Stanley
New York
-$1.06M
5
RJA
Raymond James & Associates
Florida
-$663K
Name Holding Trade Value Shares
Change 		Change in
Stake
FNC
51
First National Corp
Massachusetts
$635K – – –
VA
52
Valmark Advisers
Ohio
$625K +$143K +5,556 +30%
SWP
53
Stratos Wealth Partners
Ohio
$585K +$76.3K +2,954 +15%
WI
54
WrapManager Inc
California
$551K -$14.5K -563 -3%
APA
55
American Portfolios Advisors
New York
$548K – – –
EPP
56
ETF Portfolio Partners
Kansas
$518K – – –
FAM
57
Flaharty Asset Management
Florida
$518K – – –
TTWM
58
TCV Trust & Wealth Management
Virginia
$480K -$103K -4,000 -18%
1IA
59
1834 Investment Advisors
Wisconsin
$468K +$7.36K +285 +2%
MAS
60
Managed Account Services
Florida
$449K – – –
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$417K +$35.3K +1,365 +9%
CTC
62
Central Trust Company
Missouri
$411K -$15.5K -600 -4%
OIA
63
OneDigital Investment Advisors
Kansas
$403K +$404K +15,643 New
ADL
64
Asset Dedication LLC
California
$393K -$532K -20,619 -57%
Jane Street
65
Jane Street
New York
$376K -$2.05M -79,518 -85%
AFP
66
Ausdal Financial Partners
Iowa
$367K +$852 +33 +0.2%
DP
67
Denver PWM
Colorado
$351K +$413 +16 +0.1%
WSTAM
68
Wilbanks Smith & Thomas Asset Management
Virginia
$347K +$92.3K +3,575 +36%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$336K -$10.1K -390 -3%
JP Morgan Chase
70
JP Morgan Chase
New York
$333K -$2.58K -100 -0.8%
SSB
71
Sandy Spring Bank
Maryland
$324K +$14.5K +560 +5%
BlackRock
72
BlackRock
New York
$323K +$2.48K +96 +0.8%
AG
73
Advisor Group
Arizona
$320K +$8.03K +311 +3%
Luther King Capital Management (LKCM)
74
Luther King Capital Management (LKCM)
Texas
$305K – – –
AAM
75
Autus Asset Management
Arizona
$296K – – –
1 2
3
4 5

IBMJ Hedge Fund Activity: Q3 2019 in Review

105 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q3 2019, worth a combined $188M — up 3.6% from $182M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBMJ positions and 7 closed out — a net gain of 1 holder — while 47 added to existing stakes and 26 trimmed.

The largest buyer was Bank of America, adding an estimated $2.5M. The largest seller was Confluence Investment Management, cutting an estimated $3.3M.

  • 105 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q3 2019, up from 104 in Q2 2019.
  • Funds reported $188M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q3 2019, up 3.6% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q3 2019 and 7 closed out, a net change of +1 holder.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q3 2019 was Bank of America, an estimated $2.5M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q3 2019 was Confluence Investment Management, an estimated $3.3M sold.

Based on aggregated 13F filings for Q3 2019.