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IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF

Delisted

IBMJ was delisted on the 1st of December, 2021.

16 hedge funds and large institutions have $10.7M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

90% more capital invested

Capital invested by funds: $5.65M → $10.7M (+$5.08M)

78% more funds holding

Funds holding: 916 (+7)

Holders
16
Holders Change
+7
Holders Change %
+77.78%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.58M +$2.54M +99,790 +9,623%
Jane Street
2
Jane Street
New York
$2.42M +$408K +16,037 +20%
UBS Group
3
UBS Group
Switzerland
$1.55M +$1.51M +59,164 +3,944%
VCM
4
Vigilant Capital Management
Maine
$1.02M +$1.02M +39,870 New
NC
5
NewSquare Capital
Pennsylvania
$556K +$554K +21,745 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$517K +$515K +20,218 New
LNC
7
Lincoln National Corp
Pennsylvania
$444K +$437K +17,173 New
Bank of America
8
Bank of America
North Carolina
$419K +$336K +13,178 +409%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$356K -$1.83M -71,822 -84%
DC
10
Davenport & Co
Virginia
$265K +$38.2K +1,500 +17%
VKH
11
Virtu KCG Holdings
New York
$257K -$24.3K -955 -9%
PFS
12
Prospera Financial Services
Texas
$204K
Morgan Stanley
13
Morgan Stanley
New York
$71K +$70.5K +2,767 New
AIG
14
American International Group
New York
$61K +$60.4K +2,370 New
MFS
15
MSI Financial Services
Massachusetts
$10K +$10.2K +400 New
BIM
16
BlackRock Investment Management
Delaware
$1K +$1.45K +57 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
-$623K -24,544 Closed

IBMJ Hedge Fund Activity: Q4 2015 in Review

16 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q4 2015, worth a combined $10.7M — up 90% from $5.65M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBMJ positions and 1 closed out — a net gain of 7 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.54M. The largest seller was Royal Bank of Canada, cutting an estimated $1.83M.

  • 16 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q4 2015, up from 9 in Q3 2015.
  • Funds reported $10.7M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q4 2015, up 90% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q4 2015 and 1 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q4 2015 was Wells Fargo, an estimated $2.54M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q4 2015 was Royal Bank of Canada, an estimated $1.83M sold.

Based on aggregated 13F filings for Q4 2015.