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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 $199M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 25

0% more capital invested

Capital invested by funds: $199M → $199M (+$480K)

3% less funds holding

Funds holding: 119 → 116 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
50
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.91M
2
Morgan Stanley
Morgan Stanley
New York
+$1.85M
3
LIM
Leavell Investment Management
Alabama
+$1.66M
4
Wells Fargo
Wells Fargo
California
+$1.61M
5
US Bancorp
US Bancorp
Minnesota
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$11.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.98M
3
UBS Group
UBS Group
Switzerland
-$2.73M
4
EWA
EP Wealth Advisors
California
-$1.98M
5
LF
LifeSteps Financial
California
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
51
Lincoln National Corp
Pennsylvania
$771K -$129K -5,009 -14%
FNC
52
First National Corp
Massachusetts
$744K +$105K +4,048 +16%
RFC
53
Regions Financial Corp
Alabama
$728K +$33.5K +1,298 +5%
NA
54
NewEdge Advisors
Louisiana
$693K +$67.3K +2,606 +11%
CBFP
55
Cedar Brook Financial Partners
Ohio
$662K +$568 +22 +0.1%
DC
56
Davenport & Co
Virginia
$658K -$2.58K -100 -0.4%
RCAG
57
Rehmann Capital Advisory Group
Michigan
$655K -$30.6K -1,185 -4%
EPP
58
ETF Portfolio Partners
Kansas
$647K +$24.8K +960 +4%
MA
59
MCF Advisors
Kentucky
$623K +$1.83K +71 +0.3%
KCM
60
Kathmere Capital Management
Pennsylvania
$604K – – –
WSTAM
61
Wilbanks Smith & Thomas Asset Management
Virginia
$599K -$20.9K -809 -3%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$577K -$4.98M -192,916 -90%
SW
63
SlateStone Wealth
Florida
$568K – – –
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$562K +$103K +4,000 +23%
GG
65
Gofen & Glossberg
Illinois
$542K +$540K +20,900 New
CTC
66
Central Trust Company
Missouri
$529K +$85.2K +3,300 +19%
FAM
67
Flaharty Asset Management
Florida
$521K – – –
1IA
68
1834 Investment Advisors
Wisconsin
$507K +$32K +1,240 +7%
WI
69
WrapManager Inc
California
$493K +$111K +4,289 +29%
SSB
70
Sandy Spring Bank
Maryland
$473K +$56.7K +2,195 +14%
AFP
71
Ausdal Financial Partners
Iowa
$472K +$981 +38 +0.2%
MAS
72
Managed Account Services
Florida
$451K – – –
DCM
73
Donaldson Capital Management
Indiana
$433K – – –
GFPC
74
Global Financial Private Client
Florida
$424K +$3.13K +121 +0.7%
RHP
75
Royal Harbor Partners
Texas
$405K -$94.5K -3,661 -19%
1 2
3
4 5

IBMJ Hedge Fund Activity: Q2 2020 in Review

116 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q2 2020, worth a combined $199M — up 0.24% from $199M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IBMJ and 11 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 50 added.

The largest buyer was Bank of America, adding an estimated $2.91M. The largest seller was Jane Street, cutting an estimated $11.2M.

  • 116 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q2 2020, down from 119 in Q1 2020.
  • Funds reported $199M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q2 2020, up 0.24% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q2 2020 and 14 closed out, a net change of -3 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q2 2020 was Bank of America, an estimated $2.91M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q2 2020 was Jane Street, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2020.