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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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123 hedge funds and large institutions have $221M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

69% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 29

8% more funds holding

Funds holding: 114 → 123 (+9)

6% more capital invested

Capital invested by funds: $208M → $221M (+$13.1M)

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.88M
2
Morgan Stanley
Morgan Stanley
New York
+$1.61M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.12M
4
Jane Street
Jane Street
New York
+$988K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$977K

Top Sellers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
-$1.43M
2
PFM
Phillips Financial Management
Indiana
-$1.27M
3
UBS Group
UBS Group
Switzerland
-$874K
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$552K
5
WI
WrapManager Inc
California
-$491K
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
76
Lincoln National Corp
Pennsylvania
$501K -$229K -8,874 -31%
Truist Financial
77
Truist Financial
North Carolina
$468K +$468K +18,141 New
PGAM
78
Princeton Global Asset Management
New Jersey
$465K -$9.99K -387 -2%
AFP
79
Ausdal Financial Partners
Iowa
$449K -$11.5K -444 -2%
MAS
80
Managed Account Services
Florida
$448K – – –
DCM
81
Donaldson Capital Management
Indiana
$431K – – –
BRWA
82
B. Riley Wealth Advisors
Florida
$392K +$392K +15,178 New
BWM
83
BCS Wealth Management
Tennessee
$373K – – –
PA
84
Prism Advisors
California
$349K – – –
SWP
85
Stratos Wealth Partners
Ohio
$333K – – –
AFS
86
Annapolis Financial Services
Maryland
$326K +$326K +12,646 New
ASN
87
Advisory Services Network
Georgia
$322K -$12.7K -492 -4%
PWS
88
Peloton Wealth Strategists
Indiana
$309K – – –
MML Investors Services
89
MML Investors Services
Massachusetts
$305K +$306K +11,843 New
AAM
90
Autus Asset Management
Arizona
$296K – – –
JP Morgan Chase
91
JP Morgan Chase
New York
$274K -$13.4K -520 -5%
LF
92
Lee Financial
Texas
$263K – – –
EA
93
Emerald Advisors
Washington
$259K +$310 +12 +0.1%
Luther King Capital Management (LKCM)
94
Luther King Capital Management (LKCM)
Texas
$258K – – –
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$250K +$251K +9,707 New
BCM
96
Brookstone Capital Management
Illinois
$249K -$76.9K -2,979 -24%
AIP
97
Ameritas Investment Partners
Nebraska
$245K +$12.8K +497 +6%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$235K +$22.8K +885 +11%
ACS
99
Archford Capital Strategies
Illinois
$227K +$10.5K +405 +5%
SPP
100
Single Point Partners
Massachusetts
$225K +$981 +38 +0.4%
2 3
4
5 6

IBMJ Hedge Fund Activity: Q4 2020 in Review

123 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q4 2020, worth a combined $221M — up 6.3% from $208M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBMJ positions and 5 closed out — a net gain of 10 holders — while 49 added to existing stakes and 29 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.88M. The largest seller was US Bancorp, cutting an estimated $1.43M.

  • 123 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q4 2020, up from 114 in Q3 2020.
  • Funds reported $221M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q4 2020, up 6.3% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q4 2020 and 5 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q4 2020 was Wells Fargo, an estimated $2.88M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q4 2020 was US Bancorp, an estimated $1.43M sold.

Based on aggregated 13F filings for Q4 2020.