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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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133 hedge funds and large institutions have $230M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

8% more funds holding

Funds holding: 123 → 133 (+10)

4% more capital invested

Capital invested by funds: $221M → $230M (+$8.89M)

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
44
Reduced
39
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.08M
2
HighTower Advisors
HighTower Advisors
Illinois
+$3.82M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.2M
4
FTUS
Flow Traders U.S.
New York
+$2.09M
5
PFM
Phillips Financial Management
Indiana
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
-$1.72M
2
CDIA
Capital Directions Investment Advisors
Georgia
-$1.1M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$900K
5
Morgan Stanley
Morgan Stanley
New York
-$748K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$243K -$1.91K -74 -0.8%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$238K +$4.45K +173 +2%
Luther King Capital Management (LKCM)
103
Luther King Capital Management (LKCM)
Texas
$231K – – –
B
104
Bridgeworth
Alabama
$217K – – –
LWANC
105
Laurel Wealth Advisors (North Carolina)
North Carolina
$211K – – –
SPP
106
Single Point Partners
Massachusetts
$209K -$15K -582 -7%
SPC
107
Sigma Planning Corp
Michigan
$209K +$438 +17 +0.2%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$207K +$1.49K +58 +0.7%
COF
109
Capital One Financial
Virginia
$206K – – –
SVWAG
110
Sound View Wealth Advisors Group
Georgia
$206K – – –
FMWA
111
Forvis Mazars Wealth Advisors
Missouri
$206K +$206K +8,000 New
TF
112
TLWM Financial
Texas
$204K – – –
GWM
113
Geneos Wealth Management
Colorado
$147K – – –
BCPWM
114
Bradley & Co Private Wealth Management
Florida
$127K +$128K +4,955 New
NFG
115
Next Financial Group
Texas
$85K +$6.2K +241 +8%
VCM
116
Vigilant Capital Management
Maine
$76K -$54.8K -2,130 -42%
TWM
117
Tradition Wealth Management
Minnesota
$68K +$51 +2 +0.1%
SPIA
118
Steward Partners Investment Advisory
New York
$67.3K – – –
CSPIA
119
Cary Street Partners Investment Advisory
Virginia
$65K +$64.7K +2,512 New
HI
120
Harbour Investments
Wisconsin
$65K +$65.4K +2,543 New
AIC
121
Ameritas Investment Company
Nebraska
$53K +$53.1K +2,062 New
1IA
122
1834 Investment Advisors
Wisconsin
$44K – – –
CAAS
123
Capital Asset Advisory Services
Michigan
$35K – – –
WTC
124
WhitTier Trust Company
Nevada
$27K – – –
NCM
125
New Capital Management
Texas
$26K – – –
2 3 4
5
6

IBMJ Hedge Fund Activity: Q1 2021 in Review

133 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q1 2021, worth a combined $230M — up 4% from $221M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMJ positions and 3 closed out — a net gain of 11 holders — while 44 added to existing stakes and 39 trimmed.

The largest buyer was Jane Street, adding an estimated $4.08M. The largest seller was US Bancorp, cutting an estimated $1.72M.

  • 133 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q1 2021, up from 123 in Q4 2020.
  • Funds reported $230M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q1 2021, up 4% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q1 2021 and 3 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q1 2021 was Jane Street, an estimated $4.08M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q1 2021 was US Bancorp, an estimated $1.72M sold.

Based on aggregated 13F filings for Q1 2021.