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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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128 hedge funds and large institutions have $219M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $230M → $219M (-$10.9M)

4% less funds holding

Funds holding: 133 → 128 (-5)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

48% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 54

Holders
128
Holders Change
-5
Holders Change %
-3.76%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
28
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCA
Stonebridge Capital Advisors
Minnesota
+$5.48M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$4.86M
3
US Bancorp
US Bancorp
Minnesota
+$1.1M
4
CDIA
Capital Directions Investment Advisors
Georgia
+$1.04M
5
HighTower Advisors
HighTower Advisors
Illinois
+$858K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.62M
2
Jane Street
Jane Street
New York
-$3.23M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.36M
4
Wells Fargo
Wells Fargo
California
-$2.12M
5
CSPAM
Cary Street Partners Asset Management
Virginia
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$489K -$6.21K -242 -1%
KAS
77
Kestra Advisory Services
Texas
$466K -$63.9K -2,489 -12%
AFP
78
Ausdal Financial Partners
Iowa
$448K +$667 +26 +0.1%
MAS
79
Managed Account Services
Florida
$446K – – –
CCA
80
Childress Capital Advisors
Texas
$432K – – –
DCM
81
Donaldson Capital Management
Indiana
$428K – – –
SSB
82
Sandy Spring Bank
Maryland
$423K -$135K -5,246 -24%
DC
83
Davenport & Co
Virginia
$406K -$58K -2,260 -12%
BWM
84
BCS Wealth Management
Tennessee
$371K – – –
FAM
85
Flaharty Asset Management
Florida
$361K – – –
PA
86
Prism Advisors
California
$347K – – –
SWP
87
Stratos Wealth Partners
Ohio
$331K -$26 -1 -0%
IWM
88
IHT Wealth Management
Illinois
$328K +$328K +12,799 New
AFS
89
Annapolis Financial Services
Maryland
$324K – – –
KCM
90
Kathmere Capital Management
Pennsylvania
$315K – – –
MML Investors Services
91
MML Investors Services
Massachusetts
$313K +$9.27K +361 +3%
AAM
92
Autus Asset Management
Arizona
$295K – – –
Prudential Financial
93
Prudential Financial
New Jersey
$262K -$513 -20 -0.2%
LF
94
Lee Financial
Texas
$262K – – –
AWM
95
Altium Wealth Management
New York
$260K -$229K -8,939 -47%
EA
96
Emerald Advisors
Washington
$258K – – –
CAN
97
Cetera Advisor Networks
California
$251K +$251K +9,795 New
JP Morgan Chase
98
JP Morgan Chase
New York
$243K -$30.8K -1,200 -11%
AIP
99
Ameritas Investment Partners
Nebraska
$242K +$77 +3 +0%
ACS
100
Archford Capital Strategies
Illinois
$242K +$242K +9,431 New
2 3
4
5 6

IBMJ Hedge Fund Activity: Q2 2021 in Review

128 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q2 2021, worth a combined $219M — down 4.7% from $230M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IBMJ and 7 opened new positions — a net loss of 4 holders — while 54 trimmed existing stakes and 28 added.

The largest buyer was Stonebridge Capital Advisors, adding an estimated $5.48M. The largest seller was UBS Group, cutting an estimated $4.62M.

  • 128 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q2 2021, down from 133 in Q1 2021.
  • Funds reported $219M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q2 2021, down 4.7% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q2 2021 and 11 closed out, a net change of -4 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q2 2021 was Stonebridge Capital Advisors, an estimated $5.48M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q2 2021 was UBS Group, an estimated $4.62M sold.

Based on aggregated 13F filings for Q2 2021.