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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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119 hedge funds and large institutions have $199M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

3% more funds holding

Funds holding: 116 → 119 (+3)

3% less capital invested

Capital invested by funds: $204M → $199M (-$5.14M)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
33
Reduced
40
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$15M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.54M
3
UBS Group
UBS Group
Switzerland
+$3.05M
4
BPA
Beacon Pointe Advisors
California
+$2.23M
5
SCA
Stonebridge Capital Advisors
Minnesota
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
-$6.71M
2
NA
NewEdge Advisors
Louisiana
-$3.43M
3
Bank of America
Bank of America
North Carolina
-$2.28M
4
LNC
Lincoln National Corp
Pennsylvania
-$2.18M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
51
Valmark Advisers
Ohio
$689K +$63.8K +2,476 +10%
RFC
52
Regions Financial Corp
Alabama
$682K +$19.9K +773 +3%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$674K +$681K +26,436 New
CBFP
54
Cedar Brook Financial Partners
Ohio
$651K -$77.3K -3,002 -11%
DC
55
Davenport & Co
Virginia
$649K – – –
NA
56
NewEdge Advisors
Louisiana
$615K -$3.43M -133,135 -85%
EPP
57
ETF Portfolio Partners
Kansas
$612K – – –
MA
58
MCF Advisors
Kentucky
$611K -$50.7K -1,967 -8%
WSTAM
59
Wilbanks Smith & Thomas Asset Management
Virginia
$610K +$105K +4,058 +20%
KCM
60
Kathmere Capital Management
Pennsylvania
$594K – – –
SW
61
SlateStone Wealth
Florida
$559K – – –
FAM
62
Flaharty Asset Management
Florida
$512K – – –
RHP
63
Royal Harbor Partners
Texas
$492K +$92.4K +3,588 +23%
ADL
64
Asset Dedication LLC
California
$468K -$63.1K -2,451 -12%
1IA
65
1834 Investment Advisors
Wisconsin
$467K – – –
AFP
66
Ausdal Financial Partners
Iowa
$467K +$1.52K +59 +0.3%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$451K +$38.5K +1,496 +9%
MAS
68
Managed Account Services
Florida
$445K – – –
CTC
69
Central Trust Company
Missouri
$436K +$10.3K +400 +2%
DCM
70
Donaldson Capital Management
Indiana
$426K +$430K +16,708 New
GFPC
71
Global Financial Private Client
Florida
$413K -$979 -38 -0.2%
SSB
72
Sandy Spring Bank
Maryland
$409K +$2.45K +95 +0.6%
WI
73
WrapManager Inc
California
$375K -$138K -5,347 -27%
BWM
74
BCS Wealth Management
Tennessee
$370K – – –
FTUS
75
Flow Traders U.S.
New York
$365K -$52.1K -2,023 -12%
1 2
3
4 5

IBMJ Hedge Fund Activity: Q1 2020 in Review

119 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q1 2020, worth a combined $199M — down 2.5% from $204M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBMJ positions and 7 closed out — a net gain of 9 holders — while 33 added to existing stakes and 40 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $15M. The largest seller was Confluence Investment Management, exiting entirely with an estimated $6.71M sold.

  • 119 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q1 2020, up from 116 in Q4 2019.
  • Funds reported $199M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q1 2020, down 2.5% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q1 2020 and 7 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q1 2020 was Jane Street, an estimated $15M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q1 2020 was Confluence Investment Management, an estimated $6.71M sold.

Based on aggregated 13F filings for Q1 2020.