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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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114 hedge funds and large institutions have $208M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 27

4% more capital invested

Capital invested by funds: $199M → $208M (+$8.82M)

2% less funds holding

Funds holding: 116 → 114 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
47
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.87M
2
PFM
Phillips Financial Management
Indiana
+$2.86M
3
Wells Fargo
Wells Fargo
California
+$2.16M
4
EWA
EP Wealth Advisors
California
+$1.96M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$3.9M
2
Jane Street
Jane Street
New York
-$2.93M
3
EC
Estate Counselors
Wisconsin
-$1.75M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.59M
5
UBS Group
UBS Group
Switzerland
-$805K
Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
101
Orion Portfolio Solutions
Nebraska
$200K – – –
WCG
102
Weaver Consulting Group
California
$127K – – –
GWM
103
Geneos Wealth Management
Colorado
$113K – – –
VCM
104
Vigilant Capital Management
Maine
$78K – – –
SPIA
105
Steward Partners Investment Advisory
New York
$68K – – –
LWANC
106
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K – – –
HFRG
107
Houlihan Financial Resource Group
Virginia
$49K +$49.2K +1,900 New
WTC
108
WhitTier Trust Company
Nevada
$27K – – –
NCM
109
New Capital Management
Texas
$26K – – –
CAAS
110
Capital Asset Advisory Services
Michigan
$25K – – –
RIM
111
Rockbridge Investment Management
New York
$25K – – –
PA
112
Parallel Advisors
California
$23K – – –
FHA
113
Flagship Harbor Advisors
Massachusetts
$19K – – –
TF
114
TimeScale Financial
Massachusetts
$10K +$52 +2 +0.5%
SIM
115
Sonora Investment Management
Arizona
$10K +$9.71K +375 New
EC
116
Estate Counselors
Wisconsin
– -$1.75M -67,390 Closed
Citadel Advisors
117
Citadel Advisors
Florida
– -$1.59M -61,480 Closed
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
– -$577K -22,249 Closed
RHP
119
Royal Harbor Partners
Texas
– -$405K -15,613 Closed
DP
120
Denver PWM
Colorado
– -$358K -13,790 Closed
OIA
121
OneDigital Investment Advisors
Kansas
– -$200K -7,735 Closed
PIMG
122
Patriot Investment Management Group
Tennessee
– -$50.5K -1,945 Closed
William Blair & Company
123
William Blair & Company
Illinois
– -$31K -1,200 Closed
VNA
124
Valley National Advisers
Pennsylvania
– -$27K -1,028 Closed
EIP
125
Ellis Investment Partners
Pennsylvania
– -$12K -501 Closed
2 3 4
5
6

IBMJ Hedge Fund Activity: Q3 2020 in Review

114 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q3 2020, worth a combined $208M — up 4.4% from $199M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IBMJ and 9 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $3.87M. The largest seller was HighTower Advisors, cutting an estimated $3.9M.

  • 114 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q3 2020, down from 116 in Q2 2020.
  • Funds reported $208M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q3 2020, up 4.4% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q3 2020 and 11 closed out, a net change of -2 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q3 2020 was Morgan Stanley, an estimated $3.87M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q3 2020 was HighTower Advisors, an estimated $3.9M sold.

Based on aggregated 13F filings for Q3 2020.