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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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116 hedge funds and large institutions have $204M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 17

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

10% more funds holding

Funds holding: 105 → 116 (+11)

8% more capital invested

Capital invested by funds: $188M → $204M (+$15.4M)

Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
49
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
+$3.29M
2
Wells Fargo
Wells Fargo
California
+$2.16M
3
Bank of America
Bank of America
North Carolina
+$1.92M
4
EWA
EP Wealth Advisors
California
+$1.23M
5
Morgan Stanley
Morgan Stanley
New York
+$738K

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$1.42M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.21M
3
FTUS
Flow Traders U.S.
New York
-$978K
4
UBS Group
UBS Group
Switzerland
-$650K
5
FC
Ferris Capital
Massachusetts
-$412K
Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
76
Sandy Spring Bank
Maryland
$411K +$87.6K +3,395 +27%
RHP
77
Royal Harbor Partners
Texas
$404K +$405K +15,686 New
LTFS
78
Ladenburg Thalmann Financial Services
Florida
$380K +$44.2K +1,715 +13%
TTWM
79
TCV Trust & Wealth Management
Virginia
$376K -$103K -4,000 -22%
BWM
80
BCS Wealth Management
Tennessee
$373K +$374K +14,489 New
IAA
81
Independent Advisor Alliance
North Carolina
$372K +$372K +14,426 New
DP
82
Denver PWM
Colorado
$353K +$1.7K +66 +0.5%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$352K +$90.3K +3,500 +34%
JP Morgan Chase
84
JP Morgan Chase
New York
$325K -$7.48K -290 -2%
BlackRock
85
BlackRock
New York
$309K -$13.6K -529 -4%
Luther King Capital Management (LKCM)
86
Luther King Capital Management (LKCM)
Texas
$305K – – –
AAM
87
Autus Asset Management
Arizona
$296K – – –
WIC
88
Whitegate Investment Counselors
New Hampshire
$278K +$19.3K +750 +7%
SPP
89
Single Point Partners
Massachusetts
$275K +$276K +10,688 New
LF
90
Lee Financial
Texas
$263K – – –
EA
91
Emerald Advisors
Washington
$259K +$258K +10,000 New
PWS
92
Peloton Wealth Strategists
Indiana
$258K +$258K +10,000 New
CONA
93
Capital One National Association
New York
$251K +$251K +9,734 New
AIP
94
Ameritas Investment Partners
Nebraska
$249K -$17.5K -677 -7%
FMWA
95
Forvis Mazars Wealth Advisors
Missouri
$243K – – –
GIM
96
Greenwich Investment Management
Connecticut
$239K – – –
SIC
97
Sigma Investment Counselors
Michigan
$228K – – –
B
98
Bridgeworth
Alabama
$217K – – –
TF
99
TLWM Financial
Texas
$204K – – –
FCA
100
FinTrust Capital Advisors
South Carolina
$167K – – –
1 2 3
4
5

IBMJ Hedge Fund Activity: Q4 2019 in Review

116 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q4 2019, worth a combined $204M — up 8.2% from $188M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBMJ positions and 8 closed out — a net gain of 15 holders — while 49 added to existing stakes and 17 trimmed.

The largest buyer was Confluence Investment Management, adding an estimated $3.29M. The largest seller was Private Advisor Group, cutting an estimated $1.42M.

  • 116 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q4 2019, up from 105 in Q3 2019.
  • Funds reported $204M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q4 2019 and 8 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q4 2019 was Confluence Investment Management, an estimated $3.29M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q4 2019 was Private Advisor Group, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2019.