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IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF

Delisted

IBMJ was delisted on the 1st of December, 2021.

133 hedge funds and large institutions have $230M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

8% more funds holding

Funds holding: 123133 (+10)

4% more capital invested

Capital invested by funds: $221M → $230M (+$8.89M)

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
44
Reduced
39
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Covington Investment Advisors
Pennsylvania
$990K +$73K +2,835 +8%
GFPC
52
Global Financial Private Client
Florida
$955K +$201K +7,795 +27%
GPA
53
Guidance Point Advisors
Massachusetts
$931K +$1.05K +41 +0.1%
DADC
54
D.A. Davidson & Co
Montana
$924K -$99.3K -3,859 -10%
GG
55
Gofen & Glossberg
Illinois
$850K -$51.5K -2,000 -6%
KPWS
56
Kestra Private Wealth Services
Texas
$819K -$291K -11,320 -26%
CSPAM
57
Cary Street Partners Asset Management
Virginia
$784K +$5.48K +213 +0.2%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$742K -$17.2K -669 -2%
EPP
59
ETF Portfolio Partners
Kansas
$641K
RCAG
60
Rehmann Capital Advisory Group
Michigan
$640K -$4.79K -186 -0.7%
MA
61
MCF Advisors
Kentucky
$623K +$1.31K +51 +0.2%
WIC
62
Whitegate Investment Counselors
New Hampshire
$609K
LNC
63
Lincoln National Corp
Pennsylvania
$575K +$74.6K +2,898 +15%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$573K
BRWA
65
B. Riley Wealth Advisors
Florida
$572K +$181K +7,046 +46%
SIC
66
Sigma Investment Counselors
Michigan
$571K
SW
67
SlateStone Wealth
Florida
$564K
SSB
68
Sandy Spring Bank
Maryland
$559K -$3.32K -129 -0.6%
ASN
69
Advisory Services Network
Georgia
$556K +$235K +9,149 +73%
Truist Financial
70
Truist Financial
North Carolina
$551K +$85.1K +3,305 +18%
CTC
71
Central Trust Company
Missouri
$540K -$90.1K -3,500 -14%
KAS
72
Kestra Advisory Services
Texas
$532K +$4.86K +189 +0.9%
PGAM
73
Princeton Global Asset Management
New Jersey
$514K +$49.9K +1,938 +11%
NA
74
NewEdge Advisors
Louisiana
$496K -$173K -6,706 -26%
ADL
75
Asset Dedication LLC
California
$496K -$112K -4,363 -18%

IBMJ Hedge Fund Activity: Q1 2021 in Review

133 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q1 2021, worth a combined $230M — up 4% from $221M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMJ positions and 3 closed out — a net gain of 11 holders — while 44 added to existing stakes and 39 trimmed.

The largest buyer was Jane Street, adding an estimated $4.08M. The largest seller was US Bancorp, cutting an estimated $1.72M.

  • 133 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q1 2021, up from 123 in Q4 2020.
  • Funds reported $230M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q1 2021, up 4% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q1 2021 and 3 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q1 2021 was Jane Street, an estimated $4.08M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q1 2021 was US Bancorp, an estimated $1.72M sold.

Based on aggregated 13F filings for Q1 2021.