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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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116 hedge funds and large institutions have $204M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 17

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

10% more funds holding

Funds holding: 105 → 116 (+11)

8% more capital invested

Capital invested by funds: $188M → $204M (+$15.4M)

Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
49
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
+$3.29M
2
Wells Fargo
Wells Fargo
California
+$2.16M
3
Bank of America
Bank of America
North Carolina
+$1.92M
4
EWA
EP Wealth Advisors
California
+$1.23M
5
Morgan Stanley
Morgan Stanley
New York
+$738K

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$1.42M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.21M
3
FTUS
Flow Traders U.S.
New York
-$978K
4
UBS Group
UBS Group
Switzerland
-$650K
5
FC
Ferris Capital
Massachusetts
-$412K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
101
Advisory Services Network
Georgia
$154K +$155K +5,992 New
WCG
102
Weaver Consulting Group
California
$126K – – –
GWM
103
Geneos Wealth Management
Colorado
$80K +$80.5K +3,121 New
VCM
104
Vigilant Capital Management
Maine
$77K -$9.28K -360 -11%
SPIA
105
Steward Partners Investment Advisory
New York
$67K – – –
LWANC
106
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K – – –
TF
107
TimeScale Financial
Massachusetts
$45K -$24.9K -966 -35%
AIC
108
Ameritas Investment Company
Nebraska
$44K – – –
AF
109
Advisornet Financial
Minnesota
$27K -$28.4K -1,100 -51%
WTC
110
WhitTier Trust Company
Nevada
$27K +$26.6K +1,033 New
NCM
111
New Capital Management
Texas
$26K – – –
VNA
112
Valley National Advisers
Pennsylvania
$26K +$129 +5 +0.5%
CAAS
113
Capital Asset Advisory Services
Michigan
$25K +$25.2K +976 New
FFW
114
Fusion Family Wealth
New York
$24K – – –
PA
115
Parallel Advisors
California
$23K – – –
WQ
116
Wealth Quarterback
New Jersey
$17.8K +$17.8K +690 New
Fidelity Investments
117
Fidelity Investments
Massachusetts
$13K +$12.7K +491 New
OIA
118
OneDigital Investment Advisors
Kansas
– -$403K -15,643 Closed
Jane Street
119
Jane Street
New York
– -$376K -14,576 Closed
FAIM
120
Financial Advocates Investment Management
Washington
– -$261K -10,111 Closed
AAS
121
Avantax Advisory Services
Texas
– -$243K -9,443 Closed
KA
122
Klingman & Associates
New York
– -$221K -8,571 Closed
GWAG
123
Garrett Wealth Advisory Group
Texas
– -$150K -5,805 Closed
FAAS
124
First Allied Advisory Services
California
– -$104K -4,024 Closed
SWP
125
Strategic Wealth Partners
Ohio
– -$20 -788 Closed
1 2 3 4
5

IBMJ Hedge Fund Activity: Q4 2019 in Review

116 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q4 2019, worth a combined $204M — up 8.2% from $188M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBMJ positions and 8 closed out — a net gain of 15 holders — while 49 added to existing stakes and 17 trimmed.

The largest buyer was Confluence Investment Management, adding an estimated $3.29M. The largest seller was Private Advisor Group, cutting an estimated $1.42M.

  • 116 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q4 2019, up from 105 in Q3 2019.
  • Funds reported $204M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q4 2019 and 8 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q4 2019 was Confluence Investment Management, an estimated $3.29M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q4 2019 was Private Advisor Group, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2019.