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IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF

Delisted

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

104 hedge funds and large institutions have $182M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 22

4% more capital invested

Capital invested by funds: $174M → $182M (+$7.65M)

1% less funds holding

Funds holding: 105104 (-1)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

Holders
104
Holders Change
-1
Holders Change %
-0.95%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
53
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
76
Lee Financial
Texas
$263K
FAIM
77
Financial Advocates Investment Management
Washington
$261K +$10.3K +400 +4%
WIC
78
Whitegate Investment Counselors
New Hampshire
$259K
WSTAM
79
Wilbanks Smith & Thomas Asset Management
Virginia
$255K
Baird Financial Group
80
Baird Financial Group
Wisconsin
$244K +$513 +20 +0.2%
JIP
81
Jaffetilchin Investment Partners
Florida
$243K +$873 +34 +0.4%
FMWA
82
Forvis Mazars Wealth Advisors
Missouri
$243K +$242K +9,439 New
AEPG
83
American Economic Planning Group
New Jersey
$233K -$26 -1 -0%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$233K +$232K +9,054 New
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$225K +$224K +8,738 New
BCI
86
Brinker Capital Investments
Pennsylvania
$223K +$222K +8,652 New
B
87
Bridgeworth
Alabama
$217K
KA
88
Klingman & Associates
New York
$213K
TF
89
TLWM Financial
Texas
$204K
FCA
90
FinTrust Capital Advisors
South Carolina
$167K
TF
91
TimeScale Financial
Massachusetts
$151K -$51.3K -1,998 -25%
WCG
92
Weaver Consulting Group
California
$126K
SPIA
93
Steward Partners Investment Advisory
New York
$67K +$67K +2,612 New
LWANC
94
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K
VCM
95
Vigilant Capital Management
Maine
$60K -$10.9K -425 -16%
FFW
96
Fusion Family Wealth
New York
$59K -$332K -12,923 -85%
VNA
97
Valley National Advisers
Pennsylvania
$56K +$56.1K +2,185 New
AIM
98
Advantage Investment Management
Iowa
$52K
AF
99
Advisornet Financial
Minnesota
$42K
TA
100
TCG Advisors
Texas
$29K +$14.3K +559 +98%

IBMJ Hedge Fund Activity: Q2 2019 in Review

104 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q2 2019, worth a combined $182M — up 4.4% from $174M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IBMJ and 10 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 53 added.

The largest buyer was Private Advisor Group, adding an estimated $1.79M. The largest seller was Jane Street, cutting an estimated $717K.

  • 104 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q2 2019, down from 105 in Q1 2019.
  • Funds reported $182M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q2 2019, up 4.4% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q2 2019 and 11 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q2 2019 was Private Advisor Group, an estimated $1.79M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q2 2019 was Jane Street, an estimated $717K sold.

Based on aggregated 13F filings for Q2 2019.