iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
IBMJ was delisted on the 1st of December, 2021.
75 hedge funds and large institutions have $131M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 12 closing their positions.
164% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 14
9% more capital invested
Capital invested by funds: $121M → $131M (+$10.7M)
0% more funds holding
Funds holding: 75 → 75 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.24M |
| 2 |
AssetMark Inc
Concord,
California
|
+$2.47M |
| 3 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
+$2.15M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.76M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$2.29M |
| 2 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$2.03M |
| 3 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$1.73M |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$919K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$917K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFM
76
Phillips Financial Management
Fort Wayne,
Indiana
| – | -$1.73M | -68,106 | Closed |
|
|
SEIA
77
Signature Estate & Investment Advisors
Los Angeles,
California
| – | -$919K | -36,124 | Closed |
|
|
VF
78
Virtu Financial
New York
| – | -$818K | -32,166 | Closed |
|
79
Ameriprise
Minneapolis,
Minnesota
| – | -$417K | -16,381 | Closed |
|
|
GLA
80
Great Lakes Advisors
Chicago,
Illinois
| – | -$406K | -15,969 | Closed |
|
81
Bank of New York Mellon
New York
| – | -$397K | -15,598 | Closed |
|
|
HB
82
Homrich & Berg
Atlanta,
Georgia
| – | -$250K | -9,818 | Closed |
|
|
WIC
83
Whitegate Investment Counselors
Concord,
New Hampshire
| – | -$210K | -8,245 | Closed |
|
|
B
84
Bridgeworth
Birmingham,
Alabama
| – | -$65K | -2,562 | Closed |
|
|
MCM
85
Monument Capital Management
Alexandria,
Virginia
| – | -$57K | -2,222 | Closed |
|
|
SFM
86
Signet Financial Management
Parsippany,
New Jersey
| – | -$18K | -708 | Closed |
|
87
SEI Investments
Oaks,
Pennsylvania
| – | -$11K | -425 | Closed |
|
IBMJ Hedge Fund Activity: Q3 2018 in Review
75 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q3 2018, worth a combined $131M — up 8.8% from $121M a quarter earlier.
Fund positioning in IBMJ was balanced in Q3 2018: 12 funds opened new positions, 12 closed out, 37 added to existing stakes and 14 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $5.24M. The largest seller was Confluence Investment Management, cutting an estimated $2.29M.
- 75 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $131M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q3 2018, up 8.8% quarter-over-quarter.
- 12 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q3 2018 and 12 closed out, a net change of 0 holders.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $5.24M added.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q3 2018 was Confluence Investment Management, an estimated $2.29M sold.
Based on aggregated 13F filings for Q3 2018.