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IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF

Delisted

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

116 hedge funds and large institutions have $199M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 25

0% more capital invested

Capital invested by funds: $199M → $199M (+$480K)

3% less funds holding

Funds holding: 119116 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
2.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
50
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
76
Asset Dedication LLC
California
$391K -$84K -3,253 -18%
BlackRock
77
BlackRock
New York
$384K +$60.1K +2,329 +19%
BWM
78
BCS Wealth Management
Tennessee
$376K
DADC
79
D.A. Davidson & Co
Montana
$376K +$374K +14,479 New
DP
80
Denver PWM
Colorado
$358K +$1.26K +49 +0.4%
PA
81
Prism Advisors
California
$351K
SWP
82
Stratos Wealth Partners
Ohio
$335K -$26 -1 -0%
WIC
83
Whitegate Investment Counselors
New Hampshire
$329K +$49.1K +1,900 +18%
JP Morgan Chase
84
JP Morgan Chase
New York
$327K
Luther King Capital Management (LKCM)
85
Luther King Capital Management (LKCM)
Texas
$307K
AAM
86
Autus Asset Management
Arizona
$298K
SIC
87
Sigma Investment Counselors
Michigan
$277K +$47.8K +1,850 +21%
COF
88
Capital One Financial
Virginia
$275K +$2.35K +91 +0.9%
LF
89
Lee Financial
Texas
$265K
EA
90
Emerald Advisors
Washington
$259K
BCM
91
Brookstone Capital Management
Illinois
$257K +$48.7K +1,884 +24%
AIP
92
Ameritas Investment Partners
Nebraska
$234K
PWS
93
Peloton Wealth Strategists
Indiana
$233K
ACS
94
Archford Capital Strategies
Illinois
$233K +$232K +8,980 New
Baird Financial Group
95
Baird Financial Group
Wisconsin
$227K -$101K -3,917 -31%
B
96
Bridgeworth
Alabama
$219K
TF
97
TLWM Financial
Texas
$206K
OPS
98
Orion Portfolio Solutions
Nebraska
$201K
OIA
99
OneDigital Investment Advisors
Kansas
$200K +$200K +7,735 New
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$181K

IBMJ Hedge Fund Activity: Q2 2020 in Review

116 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q2 2020, worth a combined $199M — up 0.24% from $199M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IBMJ and 11 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 50 added.

The largest buyer was Bank of America, adding an estimated $2.91M. The largest seller was Jane Street, cutting an estimated $11.2M.

  • 116 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q2 2020, down from 119 in Q1 2020.
  • Funds reported $199M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q2 2020, up 0.24% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q2 2020 and 14 closed out, a net change of -3 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q2 2020 was Bank of America, an estimated $2.91M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q2 2020 was Jane Street, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2020.