iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
IBMJ was delisted on the 1st of December, 2021.
116 hedge funds and large institutions have $199M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 25 reducing their positions, and 14 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 25
0% more capital invested
Capital invested by funds: $199M → $199M (+$480K)
3% less funds holding
Funds holding: 119 → 116 (-3)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.91M |
| 2 |
Morgan Stanley
New York
|
+$1.85M |
| 3 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$1.66M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.61M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$11.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.98M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.73M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$1.98M |
| 5 |
LF
LifeSteps Financial
Claremont,
California
|
-$1.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
126
MBE Wealth Management
Tomah,
Wisconsin
| – | -$35K | -1,400 | Closed |
|
|
WQ
127
Wealth Quarterback
Toms River,
New Jersey
| – | -$17.6K | -690 | Closed |
|
|
AF
128
Advisornet Financial
Minnetonka,
Minnesota
| – | -$10K | -395 | Closed |
|
129
Fidelity Investments
Boston,
Massachusetts
| – | -$9K | -357 | Closed |
|
|
FFW
130
Fusion Family Wealth
Woodbury,
New York
| – | -$3K | -102 | Closed |
|
|
CFGS
131
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$2.12K | -82 | Closed |
|
IBMJ Hedge Fund Activity: Q2 2020 in Review
116 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q2 2020, worth a combined $199M — up 0.24% from $199M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IBMJ and 11 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 50 added.
The largest buyer was Bank of America, adding an estimated $2.91M. The largest seller was Jane Street, cutting an estimated $11.2M.
- 116 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q2 2020, down from 119 in Q1 2020.
- Funds reported $199M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q2 2020, up 0.24% quarter-over-quarter.
- 11 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q2 2020 and 14 closed out, a net change of -3 holders.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q2 2020 was Bank of America, an estimated $2.91M added.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q2 2020 was Jane Street, an estimated $11.2M sold.
Based on aggregated 13F filings for Q2 2020.