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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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123 hedge funds and large institutions have $221M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

69% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 29

8% more funds holding

Funds holding: 114 → 123 (+9)

6% more capital invested

Capital invested by funds: $208M → $221M (+$13.1M)

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.88M
2
Morgan Stanley
Morgan Stanley
New York
+$1.61M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.12M
4
Jane Street
Jane Street
New York
+$988K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$977K

Top Sellers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
-$1.43M
2
PFM
Phillips Financial Management
Indiana
-$1.27M
3
UBS Group
UBS Group
Switzerland
-$874K
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$552K
5
WI
WrapManager Inc
California
-$491K
Name Holding Trade Value Shares
Change 		Change in
Stake
B
101
Bridgeworth
Alabama
$217K – – –
LWANC
102
Laurel Wealth Advisors (North Carolina)
North Carolina
$212K +$150K +5,816 +242%
SPC
103
Sigma Planning Corp
Michigan
$209K +$209K +8,101 New
SVWAG
104
Sound View Wealth Advisors Group
Georgia
$207K +$207K +8,027 New
COF
105
Capital One Financial
Virginia
$206K – – –
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$206K – – –
TF
107
TLWM Financial
Texas
$204K – – –
EC
108
Estate Counselors
Wisconsin
$151K +$151K +5,850 New
VCM
109
Vigilant Capital Management
Maine
$131K +$53.7K +2,080 +69%
GWM
110
Geneos Wealth Management
Colorado
$112K +$35.2K +1,364 +31%
NFG
111
Next Financial Group
Texas
$79K +$79.1K +3,066 New
TWM
112
Tradition Wealth Management
Minnesota
$68K +$68.4K +2,650 New
SPIA
113
Steward Partners Investment Advisory
New York
$67K – – –
1IA
114
1834 Investment Advisors
Wisconsin
$45K -$447K -17,300 -91%
CAAS
115
Capital Asset Advisory Services
Michigan
$35K +$10K +388 +40%
WTC
116
WhitTier Trust Company
Nevada
$27K – – –
NCM
117
New Capital Management
Texas
$26K – – –
RIM
118
Rockbridge Investment Management
New York
$25K – – –
PA
119
Parallel Advisors
California
$23K – – –
AF
120
Allworth Financial
California
$23K +$23.2K +900 New
BlackRock
121
BlackRock
New York
$20K -$297K -11,525 -94%
FNBOSM
122
First National Bank of South Miami
Florida
$15K +$14.8K +574 New
SIM
123
Sonora Investment Management
Arizona
$10K – – –
TF
124
TimeScale Financial
Massachusetts
$10K +$26 +1 +0.3%
CSPIA
125
Cary Street Partners Investment Advisory
Virginia
– -$552K -21,300 Closed
2 3 4
5
6

IBMJ Hedge Fund Activity: Q4 2020 in Review

123 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q4 2020, worth a combined $221M — up 6.3% from $208M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBMJ positions and 5 closed out — a net gain of 10 holders — while 49 added to existing stakes and 29 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.88M. The largest seller was US Bancorp, cutting an estimated $1.43M.

  • 123 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q4 2020, up from 114 in Q3 2020.
  • Funds reported $221M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q4 2020, up 6.3% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q4 2020 and 5 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q4 2020 was Wells Fargo, an estimated $2.88M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q4 2020 was US Bancorp, an estimated $1.43M sold.

Based on aggregated 13F filings for Q4 2020.