iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
IBMJ was delisted on the 1st of December, 2021.
114 hedge funds and large institutions have $208M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 11 closing their positions.
74% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 27
4% more capital invested
Capital invested by funds: $199M → $208M (+$8.82M)
2% less funds holding
Funds holding: 116 → 114 (-2)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.87M |
| 2 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$2.86M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.16M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$1.96M |
| 5 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$3.9M |
| 2 |
Jane Street
New York
|
-$2.93M |
| 3 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$1.75M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.59M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$805K |
IBMJ Hedge Fund Activity: Q3 2020 in Review
114 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q3 2020, worth a combined $208M — up 4.4% from $199M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of IBMJ and 9 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 47 added.
The largest buyer was Morgan Stanley, adding an estimated $3.87M. The largest seller was HighTower Advisors, cutting an estimated $3.9M.
- 114 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q3 2020, down from 116 in Q2 2020.
- Funds reported $208M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q3 2020, up 4.4% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q3 2020 and 11 closed out, a net change of -2 holders.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q3 2020 was Morgan Stanley, an estimated $3.87M added.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q3 2020 was HighTower Advisors, an estimated $3.9M sold.
Based on aggregated 13F filings for Q3 2020.