iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
IBMJ was delisted on the 1st of December, 2021.
127 hedge funds and large institutions have $202M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 50 reducing their positions, and 10 closing their positions.
1% less funds holding
Funds holding: 128 → 127 (-1)
8% less capital invested
Capital invested by funds: $219M → $202M (-$16.8M)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
46% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$2.01M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$1.66M |
| 3 |
FC
Ferris Capital
Marlborough,
Massachusetts
|
+$1.32M |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$1.15M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
-$5.75M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.84M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.48M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$2.19M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$1.32M |
IBMJ Hedge Fund Activity: Q3 2021 in Review
127 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q3 2021, worth a combined $202M — down 7.7% from $219M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of IBMJ and 9 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 27 added.
The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $2.01M. The largest seller was Stonebridge Capital Advisors, cutting an estimated $5.75M.
- 127 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q3 2021, down from 128 in Q2 2021.
- Funds reported $202M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q3 2021, down 7.7% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q3 2021 and 10 closed out, a net change of -1 holder.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q3 2021 was Thomas J. Herzfeld Advisors, an estimated $2.01M added.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q3 2021 was Stonebridge Capital Advisors, an estimated $5.75M sold.
Based on aggregated 13F filings for Q3 2021.