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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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127 hedge funds and large institutions have $202M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 128 → 127 (-1)

8% less capital invested

Capital invested by funds: $219M → $202M (-$16.8M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

46% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 50

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.01M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$1.66M
3
FC
Ferris Capital
Massachusetts
+$1.32M
4
AWM
Apollon Wealth Management
South Carolina
+$1.15M
5
HighTower Advisors
HighTower Advisors
Illinois
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
SCA
Stonebridge Capital Advisors
Minnesota
-$5.75M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.84M
3
Wells Fargo
Wells Fargo
California
-$2.48M
4
BPA
Beacon Pointe Advisors
California
-$2.19M
5
Mariner
Mariner
Kansas
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
EA
101
Emerald Advisors
Washington
$257K – – –
CAN
102
Cetera Advisor Networks
California
$251K – – –
ACS
103
Archford Capital Strategies
Illinois
$241K – – –
NPI
104
New Perspectives Inc
Mississippi
$230K – – –
SWP
105
Stratos Wealth Partners
Ohio
$228K -$102K -4,000 -31%
OMC
106
Old Mission Capital
Illinois
$215K +$215K +8,391 New
LWANC
107
Laurel Wealth Advisors (North Carolina)
North Carolina
$210K – – –
COF
108
Capital One Financial
Virginia
$205K – – –
PWS
109
Peloton Wealth Strategists
Indiana
$205K – – –
FMWA
110
Forvis Mazars Wealth Advisors
Missouri
$205K +$26 +1 +0%
TF
111
TLWM Financial
Texas
$203K – – –
William Blair & Company
112
William Blair & Company
Illinois
$203K +$152K +5,950 +298%
HB
113
Homrich & Berg
Georgia
$201K – – –
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$108K -$48.4K -1,891 -31%
TWM
115
Tradition Wealth Management
Minnesota
$68K +$77 +3 +0.1%
HI
116
Harbour Investments
Wisconsin
$62K -$2.33K -91 -4%
VCM
117
Vigilant Capital Management
Maine
$60K – – –
SPIA
118
Steward Partners Investment Advisory
New York
$50K -$16.8K -655 -25%
1IA
119
1834 Investment Advisors
Wisconsin
$44K – – –
CAAS
120
Capital Asset Advisory Services
Michigan
$35K – – –
WTC
121
WhitTier Trust Company
Nevada
$26K – – –
RIM
122
Rockbridge Investment Management
New York
$25K – – –
AF
123
Allworth Financial
California
$23K – – –
PA
124
Parallel Advisors
California
$23K – – –
KFAA
125
Klaas Financial Asset Advisors
Illinois
$10K – – –
2 3 4
5
6

IBMJ Hedge Fund Activity: Q3 2021 in Review

127 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q3 2021, worth a combined $202M — down 7.7% from $219M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IBMJ and 9 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 27 added.

The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $2.01M. The largest seller was Stonebridge Capital Advisors, cutting an estimated $5.75M.

  • 127 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q3 2021, down from 128 in Q2 2021.
  • Funds reported $202M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q3 2021, down 7.7% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q3 2021 and 10 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q3 2021 was Thomas J. Herzfeld Advisors, an estimated $2.01M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q3 2021 was Stonebridge Capital Advisors, an estimated $5.75M sold.

Based on aggregated 13F filings for Q3 2021.