iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
IBMJ was delisted on the 1st of December, 2021.
119 hedge funds and large institutions have $199M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
3% more funds holding
Funds holding: 116 → 119 (+3)
3% less capital invested
Capital invested by funds: $204M → $199M (-$5.14M)
18% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$15M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.54M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.05M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$2.23M |
| 5 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$6.71M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.43M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.28M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.18M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.96M |
IBMJ Hedge Fund Activity: Q1 2020 in Review
119 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q1 2020, worth a combined $199M — down 2.5% from $204M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IBMJ positions and 7 closed out — a net gain of 9 holders — while 33 added to existing stakes and 40 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $15M. The largest seller was Confluence Investment Management, exiting entirely with an estimated $6.71M sold.
- 119 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q1 2020, up from 116 in Q4 2019.
- Funds reported $199M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q1 2020, down 2.5% quarter-over-quarter.
- 16 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q1 2020 and 7 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q1 2020 was Jane Street, an estimated $15M added.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q1 2020 was Confluence Investment Management, an estimated $6.71M sold.
Based on aggregated 13F filings for Q1 2020.