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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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127 hedge funds and large institutions have $202M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 128 → 127 (-1)

8% less capital invested

Capital invested by funds: $219M → $202M (-$16.8M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

46% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 50

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.01M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$1.66M
3
FC
Ferris Capital
Massachusetts
+$1.32M
4
AWM
Apollon Wealth Management
South Carolina
+$1.15M
5
HighTower Advisors
HighTower Advisors
Illinois
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
SCA
Stonebridge Capital Advisors
Minnesota
-$5.75M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.84M
3
Wells Fargo
Wells Fargo
California
-$2.48M
4
BPA
Beacon Pointe Advisors
California
-$2.19M
5
Mariner
Mariner
Kansas
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
BF
76
BOK Financial
Oklahoma
$503K +$504K +19,670 New
NA
77
NewEdge Advisors
Louisiana
$493K +$5.99K +234 +1%
AFP
78
Ausdal Financial Partners
Iowa
$447K +$410 +16 +0.1%
FAFN
79
First Affirmative Financial Network
Colorado
$447K +$448K +17,482 New
MAS
80
Managed Account Services
Florida
$445K – – –
FNC
81
First National Corp
Massachusetts
$435K -$298K -11,655 -41%
CCA
82
Childress Capital Advisors
Texas
$431K – – –
DCM
83
Donaldson Capital Management
Indiana
$427K – – –
BRWA
84
B. Riley Wealth Advisors
Florida
$409K -$424K -16,574 -51%
KAS
85
Kestra Advisory Services
Texas
$402K -$63.8K -2,492 -14%
SSB
86
Sandy Spring Bank
Maryland
$372K -$49.3K -1,925 -12%
BWM
87
BCS Wealth Management
Tennessee
$371K – – –
FAM
88
Flaharty Asset Management
Florida
$360K – – –
AIP
89
Ameritas Investment Partners
Nebraska
$351K +$109K +4,271 +45%
EC
90
Estate Counselors
Wisconsin
$349K -$209K -8,150 -37%
PA
91
Prism Advisors
California
$346K – – –
DC
92
Davenport & Co
Virginia
$343K -$62.2K -2,430 -15%
AFS
93
Annapolis Financial Services
Maryland
$323K – – –
KCM
94
Kathmere Capital Management
Pennsylvania
$314K – – –
LNC
95
Lincoln National Corp
Pennsylvania
$300K -$223K -8,721 -43%
AAM
96
Autus Asset Management
Arizona
$294K – – –
Creative Planning
97
Creative Planning
Kansas
$268K +$268K +10,479 New
LF
98
Lee Financial
Texas
$261K – – –
MML Investors Services
99
MML Investors Services
Massachusetts
$260K -$52.7K -2,060 -17%
AWM
100
Altium Wealth Management
New York
$260K – – –
2 3
4
5 6

IBMJ Hedge Fund Activity: Q3 2021 in Review

127 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q3 2021, worth a combined $202M — down 7.7% from $219M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IBMJ and 9 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 27 added.

The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $2.01M. The largest seller was Stonebridge Capital Advisors, cutting an estimated $5.75M.

  • 127 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q3 2021, down from 128 in Q2 2021.
  • Funds reported $202M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q3 2021, down 7.7% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q3 2021 and 10 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q3 2021 was Thomas J. Herzfeld Advisors, an estimated $2.01M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q3 2021 was Stonebridge Capital Advisors, an estimated $5.75M sold.

Based on aggregated 13F filings for Q3 2021.