iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
IBMJ was delisted on the 1st of December, 2021.
99 hedge funds and large institutions have $164M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 5 closing their positions.
480% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 5
156% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 16
32% more funds holding
Funds holding: 75 → 99 (+24)
25% more capital invested
Capital invested by funds: $131M → $164M (+$32.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$5.41M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$3.6M |
| 3 |
AssetMark Inc
Concord,
California
|
+$2.47M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.22M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.3M |
| 2 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
-$1.19M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.19M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$841K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$631K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
101
Jane Street
New York
| – | -$1.3M | -51,310 | Closed |
|
102
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$480K | -18,996 | Closed |
|
|
RCAG
103
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$402K | -15,902 | Closed |
|
|
CG
104
Colony Group
Boston,
Massachusetts
| – | -$306K | -12,083 | Closed |
|
|
CAG
105
Csenge Advisory Group
Clearwater,
Florida
| – | -$2K | -95 | Closed |
|
IBMJ Hedge Fund Activity: Q4 2018 in Review
99 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q4 2018, worth a combined $164M — up 25% from $131M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IBMJ positions and 5 closed out — a net gain of 24 holders — while 41 added to existing stakes and 16 trimmed.
The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $5.41M. The largest seller was Jane Street, exiting entirely with an estimated $1.3M sold.
- 99 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q4 2018, up from 75 in Q3 2018.
- Funds reported $164M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q4 2018, up 25% quarter-over-quarter.
- 29 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q4 2018 and 5 closed out, a net change of +24 holders.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q4 2018 was Signature Estate & Investment Advisors, an estimated $5.41M added.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q4 2018 was Jane Street, an estimated $1.3M sold.
Based on aggregated 13F filings for Q4 2018.