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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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116 hedge funds and large institutions have $204M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 17

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

10% more funds holding

Funds holding: 105 → 116 (+11)

8% more capital invested

Capital invested by funds: $188M → $204M (+$15.4M)

Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
49
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
+$3.29M
2
Wells Fargo
Wells Fargo
California
+$2.16M
3
Bank of America
Bank of America
North Carolina
+$1.92M
4
EWA
EP Wealth Advisors
California
+$1.23M
5
Morgan Stanley
Morgan Stanley
New York
+$738K

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$1.42M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.21M
3
FTUS
Flow Traders U.S.
New York
-$978K
4
UBS Group
UBS Group
Switzerland
-$650K
5
FC
Ferris Capital
Massachusetts
-$412K
Name Holding Trade Value Shares
Change 		Change in
Stake
FNC
51
First National Corp
Massachusetts
$635K – – –
VA
52
Valmark Advisers
Ohio
$632K +$7.79K +302 +1%
EPP
53
ETF Portfolio Partners
Kansas
$618K +$100K +3,880 +19%
KCM
54
Kathmere Capital Management
Pennsylvania
$600K +$601K +23,299 New
SWP
55
Stratos Wealth Partners
Ohio
$584K – – –
Ameriprise
56
Ameriprise
Minnesota
$581K +$305K +11,819 +110%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$575K +$575K +22,305 New
DC
58
Derby & Company
Massachusetts
$574K +$575K +22,282 New
SW
59
SlateStone Wealth
Florida
$565K +$565K +21,914 New
APA
60
American Portfolios Advisors
New York
$548K – – –
ADL
61
Asset Dedication LLC
California
$535K +$142K +5,514 +36%
FAM
62
Flaharty Asset Management
Florida
$518K – – –
WI
63
WrapManager Inc
California
$517K -$33.8K -1,312 -6%
WSTAM
64
Wilbanks Smith & Thomas Asset Management
Virginia
$512K +$165K +6,393 +47%
SWM
65
Shakespeare Wealth Management
Wisconsin
$496K +$497K +19,258 New
AWM
66
Alterna Wealth Management
Texas
$484K +$485K +18,800 New
1IA
67
1834 Investment Advisors
Wisconsin
$471K +$3.22K +125 +0.7%
AFP
68
Ausdal Financial Partners
Iowa
$469K +$99.3K +3,851 +27%
BOPW
69
Brandywine Oak Private Wealth
Pennsylvania
$466K +$264K +10,239 +130%
MAS
70
Managed Account Services
Florida
$450K – – –
CTC
71
Central Trust Company
Missouri
$430K +$20K +777 +5%
FTUS
72
Flow Traders U.S.
New York
$420K -$978K -37,925 -70%
GFPC
73
Global Financial Private Client
Florida
$420K +$420K +16,289 New
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$417K – – –
AG
75
Advisor Group
Arizona
$413K +$92.9K +3,603 +29%
1 2
3
4 5

IBMJ Hedge Fund Activity: Q4 2019 in Review

116 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q4 2019, worth a combined $204M — up 8.2% from $188M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBMJ positions and 8 closed out — a net gain of 15 holders — while 49 added to existing stakes and 17 trimmed.

The largest buyer was Confluence Investment Management, adding an estimated $3.29M. The largest seller was Private Advisor Group, cutting an estimated $1.42M.

  • 116 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q4 2019, up from 105 in Q3 2019.
  • Funds reported $204M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q4 2019 and 8 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q4 2019 was Confluence Investment Management, an estimated $3.29M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q4 2019 was Private Advisor Group, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2019.