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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
FFA
126
Founders Financial Alliance
North Carolina
$10K – – –
KFAA
127
Klaas Financial Asset Advisors
Illinois
$10K – – –
TF
128
TimeScale Financial
Massachusetts
$10K +$26 +1 +0.3%
BlackRock
129
BlackRock
New York
$4K -$15.8K -617 -81%
FC
130
Ferris Capital
Massachusetts
– -$1.54M -59,883 Closed
CBFP
131
Cedar Brook Financial Partners
Ohio
– -$459K -17,845 Closed
HWMA
132
Heritage Wealth Management (Arizona)
Arizona
– -$304K -11,820 Closed
S
133
SignatureFD
Georgia
– -$257K -10,000 Closed
BCM
134
Brookstone Capital Management
Illinois
– -$247K -9,620 Closed
Baird Financial Group
135
Baird Financial Group
Wisconsin
– -$238K -9,272 Closed
B
136
Bridgeworth
Alabama
– -$217K -8,425 Closed
SPC
137
Sigma Planning Corp
Michigan
– -$209K -8,118 Closed
AIC
138
Ameritas Investment Company
Nebraska
– -$53K -2,062 Closed
FNBOSM
139
First National Bank of South Miami
Florida
– -$15K -574 Closed
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
– -$8K -305 Closed
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.