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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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99 hedge funds and large institutions have $164M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 5

156% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 16

32% more funds holding

Funds holding: 75 → 99 (+24)

25% more capital invested

Capital invested by funds: $131M → $164M (+$32.5M)

Holders
99
Holders Change
+24
Holders Change %
+32%
% of All Funds
2.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
41
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
+$5.41M
2
LPT
Legacy Private Trust
Wisconsin
+$3.6M
3
AssetMark Inc
AssetMark Inc
California
+$2.47M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.22M
5
Bank of America
Bank of America
North Carolina
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.3M
2
CIC
Carnegie Investment Counsel
Ohio
-$1.19M
3
LNC
Lincoln National Corp
Pennsylvania
-$1.19M
4
Wells Fargo
Wells Fargo
California
-$841K
5
UCFA
United Capital Financial Advisors
Texas
-$631K
Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
76
Jaffetilchin Investment Partners
Florida
$238K +$1.06K +42 +0.5%
IWC
77
Integrated Wealth Concepts
Massachusetts
$236K +$10.8K +426 +5%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$234K +$27.6K +1,092 +13%
SSB
79
Sandy Spring Bank
Maryland
$231K +$15K +595 +7%
WIC
80
Whitegate Investment Counselors
New Hampshire
$210K +$209K +8,245 New
TF
81
TimeScale Financial
Massachusetts
$205K +$203K +8,041 New
BCM
82
Bienville Capital Management
New York
$204K +$202K +8,000 New
TF
83
TLWM Financial
Texas
$202K +$200K +7,923 New
FCA
84
FinTrust Capital Advisors
South Carolina
$165K +$164K +6,472 New
AG
85
Advisor Group
Arizona
$140K +$139K +5,488 New
IA
86
IFP Advisors
Florida
$105K -$49.4K -1,953 -32%
VCM
87
Vigilant Capital Management
Maine
$97K -$278K -11,000 -74%
LWANC
88
Laurel Wealth Advisors (North Carolina)
North Carolina
$61K +$60.7K +2,400 New
AIM
89
Advantage Investment Management
Iowa
$51K – – –
AF
90
Advisornet Financial
Minnesota
$41K -$17.3K -685 -30%
TC
91
Trust Company
Kansas
$33K +$29.3K +1,157 +771%
PA
92
Parallel Advisors
California
$22K – – –
SWP
93
Strategic Wealth Partners
Ohio
$20K – – –
William Blair & Company
94
William Blair & Company
Illinois
$14K +$13.8K +547 New
Fidelity Investments
95
Fidelity Investments
Massachusetts
$13K +$25 +1 +0.2%
W
96
WealthOne
New York
$12K +$12.1K +480 New
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
First Manhattan
98
First Manhattan
New York
$9K – – –
KPW
99
Kore Private Wealth
New York
$8K +$7.94K +314 New
NA
100
NewEdge Advisors
Louisiana
$1.29K +$643K +25,442 +100%
1 2 3
4
5

IBMJ Hedge Fund Activity: Q4 2018 in Review

99 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q4 2018, worth a combined $164M — up 25% from $131M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBMJ positions and 5 closed out — a net gain of 24 holders — while 41 added to existing stakes and 16 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $5.41M. The largest seller was Jane Street, exiting entirely with an estimated $1.3M sold.

  • 99 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q4 2018, up from 75 in Q3 2018.
  • Funds reported $164M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q4 2018, up 25% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q4 2018 and 5 closed out, a net change of +24 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q4 2018 was Signature Estate & Investment Advisors, an estimated $5.41M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q4 2018 was Jane Street, an estimated $1.3M sold.

Based on aggregated 13F filings for Q4 2018.