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IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF

Delisted

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

46 hedge funds and large institutions have $79.4M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

41% more capital invested

Capital invested by funds: $56.3M → $79.4M (+$23.2M)

35% more funds holding

Funds holding: 3446 (+12)

Holders
46
Holders Change
+12
Holders Change %
+35.29%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
21
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$9.01M +$3.35M +131,329 +60%
Wells Fargo
2
Wells Fargo
California
$7.28M +$1.28M +50,223 +21%
GA
3
Gateway Advisory
New Jersey
$6.2M +$6.13M +240,002 New
CIM
4
Confluence Investment Management
Missouri
$5.92M +$472K +18,503 +9%
US Bancorp
5
US Bancorp
Minnesota
$5.89M +$2.35M +92,160 +67%
BTS
6
BB&T Securities
Virginia
$4.85M +$4.83M +189,319 New
UCFA
7
United Capital Financial Advisors
Texas
$4.57M -$408K -15,962 -8%
VCM
8
Vigilant Capital Management
Maine
$3.86M +$335K +13,120 +10%
LNC
9
Lincoln National Corp
Pennsylvania
$3.51M +$1.17M +45,838 +50%
Morgan Stanley
10
Morgan Stanley
New York
$3.33M -$914K -35,781 -22%
Bank of America
11
Bank of America
North Carolina
$3.02M +$673K +26,371 +29%
TC
12
Trust Company
Kansas
$2.56M +$188K +7,354 +8%
LPT
13
Legacy Private Trust
Wisconsin
$2.23M +$146K +5,700 +7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.08M +$605K +23,687 +41%
PAG
15
Private Advisor Group
New Jersey
$1.75M +$50.9K +1,995 +3%
ADL
16
Asset Dedication LLC
California
$1.54M +$721K +28,244 +88%
FFW
17
Fusion Family Wealth
New York
$1.46M +$133K +5,205 +10%
TTWM
18
TCV Trust & Wealth Management
Virginia
$1.33M -$197K -7,725 -13%
BA
19
Boston Advisors
Massachusetts
$1.28M +$413K +16,183 +48%
REMPR
20
Roof Eidam Maycock Peralta (REMP)
California
$1.04M +$264K +10,345 +34%
LPL Financial
21
LPL Financial
California
$883K +$881K +34,505 New
GWA
22
Guidant Wealth Advisors
Illinois
$877K +$542K +21,219 +162%
Jane Street
23
Jane Street
New York
$603K -$1.55M -60,594 -72%
NC
24
NewSquare Capital
Pennsylvania
$525K -$31.4K -1,229 -6%
MAS
25
Managed Account Services
Florida
$523K

IBMJ Hedge Fund Activity: Q1 2017 in Review

46 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q1 2017, worth a combined $79.4M — up 41% from $56.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBMJ positions and 1 closed out — a net gain of 14 holders — while 21 added to existing stakes and 6 trimmed.

The largest buyer was Gateway Advisory, opening a new position worth an estimated $6.13M. The largest seller was Jane Street, cutting an estimated $1.55M.

  • 46 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q1 2017, up from 34 in Q4 2016.
  • Funds reported $79.4M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q1 2017, up 41% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q1 2017 and 1 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q1 2017 was Gateway Advisory, an estimated $6.13M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q1 2017 was Jane Street, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2017.