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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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114 hedge funds and large institutions have $208M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 27

4% more capital invested

Capital invested by funds: $199M → $208M (+$8.82M)

2% less funds holding

Funds holding: 116 → 114 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
47
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.87M
2
PFM
Phillips Financial Management
Indiana
+$2.86M
3
Wells Fargo
Wells Fargo
California
+$2.16M
4
EWA
EP Wealth Advisors
California
+$1.96M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$3.9M
2
Jane Street
Jane Street
New York
-$2.93M
3
EC
Estate Counselors
Wisconsin
-$1.75M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.59M
5
UBS Group
UBS Group
Switzerland
-$805K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
51
Regions Financial Corp
Alabama
$893K +$166K +6,389 +23%
IWC
52
Integrated Wealth Concepts
Massachusetts
$842K +$28.6K +1,105 +4%
GG
53
Gofen & Glossberg
Illinois
$837K +$295K +11,400 +55%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$765K -$58.8K -2,271 -7%
CBFP
55
Cedar Brook Financial Partners
Ohio
$762K +$100K +3,871 +15%
LNC
56
Lincoln National Corp
Pennsylvania
$734K -$36K -1,388 -5%
NA
57
NewEdge Advisors
Louisiana
$692K -$570 -22 -0.1%
RCAG
58
Rehmann Capital Advisory Group
Michigan
$654K -$725 -28 -0.1%
EPP
59
ETF Portfolio Partners
Kansas
$646K – – –
DC
60
Davenport & Co
Virginia
$631K -$25.9K -1,000 -4%
MA
61
MCF Advisors
Kentucky
$624K +$1.84K +71 +0.3%
WIC
62
Whitegate Investment Counselors
New Hampshire
$614K +$285K +11,000 +87%
KCM
63
Kathmere Capital Management
Pennsylvania
$604K – – –
SSB
64
Sandy Spring Bank
Maryland
$591K +$119K +4,575 +25%
CTC
65
Central Trust Company
Missouri
$578K +$49.2K +1,900 +9%
SW
66
SlateStone Wealth
Florida
$568K – – –
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$561K – – –
CSPIA
68
Cary Street Partners Investment Advisory
Virginia
$552K +$552K +21,300 New
ADL
69
Asset Dedication LLC
California
$549K +$159K +6,125 +41%
GFPC
70
Global Financial Private Client
Florida
$542K +$119K +4,589 +28%
FAM
71
Flaharty Asset Management
Florida
$521K – – –
1IA
72
1834 Investment Advisors
Wisconsin
$493K -$13K -500 -3%
WI
73
WrapManager Inc
California
$491K -$1.48K -57 -0.3%
DADC
74
D.A. Davidson & Co
Montana
$482K +$106K +4,111 +28%
PGAM
75
Princeton Global Asset Management
New Jersey
$477K +$303K +11,684 +173%
1 2
3
4 5

IBMJ Hedge Fund Activity: Q3 2020 in Review

114 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q3 2020, worth a combined $208M — up 4.4% from $199M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IBMJ and 9 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $3.87M. The largest seller was HighTower Advisors, cutting an estimated $3.9M.

  • 114 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q3 2020, down from 116 in Q2 2020.
  • Funds reported $208M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q3 2020, up 4.4% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q3 2020 and 11 closed out, a net change of -2 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q3 2020 was Morgan Stanley, an estimated $3.87M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q3 2020 was HighTower Advisors, an estimated $3.9M sold.

Based on aggregated 13F filings for Q3 2020.