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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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128 hedge funds and large institutions have $219M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $230M → $219M (-$10.9M)

4% less funds holding

Funds holding: 133 → 128 (-5)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

48% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 54

Holders
128
Holders Change
-5
Holders Change %
-3.76%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
28
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCA
Stonebridge Capital Advisors
Minnesota
+$5.48M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$4.86M
3
US Bancorp
US Bancorp
Minnesota
+$1.1M
4
CDIA
Capital Directions Investment Advisors
Georgia
+$1.04M
5
HighTower Advisors
HighTower Advisors
Illinois
+$858K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.62M
2
Jane Street
Jane Street
New York
-$3.23M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.36M
4
Wells Fargo
Wells Fargo
California
-$2.12M
5
CSPAM
Cary Street Partners Asset Management
Virginia
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
NPI
101
New Perspectives Inc
Mississippi
$231K +$231K +9,000 New
LWANC
102
Laurel Wealth Advisors (North Carolina)
North Carolina
$211K – – –
SPP
103
Single Point Partners
Massachusetts
$209K +$539 +21 +0.3%
SVWAG
104
Sound View Wealth Advisors Group
Georgia
$206K – – –
PWS
105
Peloton Wealth Strategists
Indiana
$205K -$103K -4,000 -33%
COF
106
Capital One Financial
Virginia
$205K – – –
FMWA
107
Forvis Mazars Wealth Advisors
Missouri
$205K +$77 +3 +0%
TF
108
TLWM Financial
Texas
$203K – – –
HB
109
Homrich & Berg
Georgia
$201K +$201K +7,846 New
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$157K -$50.1K -1,951 -24%
BCPWM
111
Bradley & Co Private Wealth Management
Florida
$127K – – –
GWM
112
Geneos Wealth Management
Colorado
$120K -$26.8K -1,043 -18%
NFG
113
Next Financial Group
Texas
$85K – – –
TWM
114
Tradition Wealth Management
Minnesota
$68K +$128 +5 +0.2%
SPIA
115
Steward Partners Investment Advisory
New York
$67K – – –
HI
116
Harbour Investments
Wisconsin
$65K -$667 -26 -1%
CSPIA
117
Cary Street Partners Investment Advisory
Virginia
$63K -$1.67K -65 -3%
VCM
118
Vigilant Capital Management
Maine
$60K -$15.1K -590 -20%
William Blair & Company
119
William Blair & Company
Illinois
$51K +$51.3K +2,000 New
1IA
120
1834 Investment Advisors
Wisconsin
$44K – – –
CAAS
121
Capital Asset Advisory Services
Michigan
$35K – – –
WTC
122
WhitTier Trust Company
Nevada
$26K – – –
RIM
123
Rockbridge Investment Management
New York
$25K – – –
AF
124
Allworth Financial
California
$23K – – –
PA
125
Parallel Advisors
California
$23K – – –
2 3 4
5
6

IBMJ Hedge Fund Activity: Q2 2021 in Review

128 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q2 2021, worth a combined $219M — down 4.7% from $230M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IBMJ and 7 opened new positions — a net loss of 4 holders — while 54 trimmed existing stakes and 28 added.

The largest buyer was Stonebridge Capital Advisors, adding an estimated $5.48M. The largest seller was UBS Group, cutting an estimated $4.62M.

  • 128 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q2 2021, down from 133 in Q1 2021.
  • Funds reported $219M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q2 2021, down 4.7% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q2 2021 and 11 closed out, a net change of -4 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q2 2021 was Stonebridge Capital Advisors, an estimated $5.48M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q2 2021 was UBS Group, an estimated $4.62M sold.

Based on aggregated 13F filings for Q2 2021.