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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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105 hedge funds and large institutions have $188M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 26

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

4% more capital invested

Capital invested by funds: $182M → $188M (+$6.59M)

1% more funds holding

Funds holding: 104 → 105 (+1)

Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
47
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.5M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.82M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$1.55M
4
PAG
Private Advisor Group
New Jersey
+$1.39M
5
CDIA
Capital Directions Investment Advisors
Georgia
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
-$3.3M
2
Jane Street
Jane Street
New York
-$2.05M
3
UBS Group
UBS Group
Switzerland
-$1.45M
4
Morgan Stanley
Morgan Stanley
New York
-$1.06M
5
RJA
Raymond James & Associates
Florida
-$663K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
76
Ameriprise
Minnesota
$277K -$4.98K -193 -2%
AIP
77
Ameritas Investment Partners
Nebraska
$267K -$7.7K -298 -3%
LF
78
Lee Financial
Texas
$263K – – –
Baird Financial Group
79
Baird Financial Group
Wisconsin
$262K +$17.5K +678 +7%
FAIM
80
Financial Advocates Investment Management
Washington
$261K +$26 +1 +0%
WIC
81
Whitegate Investment Counselors
New Hampshire
$259K – – –
FMWA
82
Forvis Mazars Wealth Advisors
Missouri
$243K – – –
AAS
83
Avantax Advisory Services
Texas
$243K +$244K +9,443 New
GIM
84
Greenwich Investment Management
Connecticut
$239K -$82.6K -3,200 -26%
AEPG
85
American Economic Planning Group
New Jersey
$233K – – –
SIC
86
Sigma Investment Counselors
Michigan
$228K +$228K +8,835 New
KA
87
Klingman & Associates
New York
$221K +$7.75K +300 +4%
B
88
Bridgeworth
Alabama
$217K – – –
TF
89
TLWM Financial
Texas
$204K – – –
BOPW
90
Brandywine Oak Private Wealth
Pennsylvania
$203K +$204K +7,886 New
FCA
91
FinTrust Capital Advisors
South Carolina
$167K – – –
GWAG
92
Garrett Wealth Advisory Group
Texas
$150K +$150K +5,805 New
WCG
93
Weaver Consulting Group
California
$127K – – –
FAAS
94
First Allied Advisory Services
California
$104K +$104K +4,024 New
VCM
95
Vigilant Capital Management
Maine
$87K +$27.1K +1,050 +45%
TF
96
TimeScale Financial
Massachusetts
$70K -$80.5K -3,119 -53%
SPIA
97
Steward Partners Investment Advisory
New York
$67K – – –
LWANC
98
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K – – –
AF
99
Advisornet Financial
Minnesota
$55K +$13.6K +525 +32%
AIM
100
Advantage Investment Management
Iowa
$52K – – –
1 2 3
4
5

IBMJ Hedge Fund Activity: Q3 2019 in Review

105 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q3 2019, worth a combined $188M — up 3.6% from $182M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBMJ positions and 7 closed out — a net gain of 1 holder — while 47 added to existing stakes and 26 trimmed.

The largest buyer was Bank of America, adding an estimated $2.5M. The largest seller was Confluence Investment Management, cutting an estimated $3.3M.

  • 105 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q3 2019, up from 104 in Q2 2019.
  • Funds reported $188M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q3 2019, up 3.6% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q3 2019 and 7 closed out, a net change of +1 holder.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q3 2019 was Bank of America, an estimated $2.5M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q3 2019 was Confluence Investment Management, an estimated $3.3M sold.

Based on aggregated 13F filings for Q3 2019.