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IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF

Delisted

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

56 hedge funds and large institutions have $101M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 5

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $88.5M → $101M (+$12.8M)

12% more funds holding

Funds holding: 5056 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
31
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$9.9M +$1.92M +73,904 +24%
US Bancorp
2
US Bancorp
Minnesota
$9.58M +$2.54M +97,693 +36%
CIM
3
Confluence Investment Management
Missouri
$6.62M +$461K +17,747 +7%
GA
4
Gateway Advisory
New Jersey
$6.33M -$5.8M -223,655 -90%
Wells Fargo
5
Wells Fargo
California
$5.92M +$986K +37,993 +20%
BTS
6
BB&T Securities
Virginia
$5.67M +$126K +4,854 +2%
VCM
7
Vigilant Capital Management
Maine
$5.11M +$963K +37,112 +23%
UCFA
8
United Capital Financial Advisors
Texas
$5.04M +$344K +13,254 +7%
Bank of America
9
Bank of America
North Carolina
$4.37M +$272K +10,482 +7%
Morgan Stanley
10
Morgan Stanley
New York
$4.35M +$518K +19,967 +13%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.1M +$276K +10,649 +7%
LNC
12
Lincoln National Corp
Pennsylvania
$3.84M +$143K +5,509 +4%
LIM
13
Leavell Investment Management
Alabama
$2.92M +$1.66M +63,997 +131%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.75M +$584K +22,503 +27%
ADL
15
Asset Dedication LLC
California
$2.54M +$769K +29,636 +43%
LPT
16
Legacy Private Trust
Wisconsin
$2.33M
PAG
17
Private Advisor Group
New Jersey
$2.21M +$178K +6,846 +9%
FFW
18
Fusion Family Wealth
New York
$1.67M -$11.1K -429 -0.7%
Jane Street
19
Jane Street
New York
$1.47M +$1.48M +56,919 New
LPL Financial
20
LPL Financial
California
$1.28M +$218K +8,394 +20%
TTWM
21
TCV Trust & Wealth Management
Virginia
$1.21M -$104K -4,000 -8%
REMPR
22
Roof Eidam Maycock Peralta (REMP)
California
$1.05M
VF
23
Virtu Financial
New York
$1.01M +$1.01M +39,085 New
BA
24
Boston Advisors
Massachusetts
$847K -$505K -19,443 -37%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$747K +$116K +4,453 +18%

IBMJ Hedge Fund Activity: Q3 2017 in Review

56 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q3 2017, worth a combined $101M — up 14% from $88.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBMJ positions and 4 closed out — a net gain of 7 holders — while 31 added to existing stakes and 5 trimmed.

The largest buyer was US Bancorp, adding an estimated $2.54M. The largest seller was Gateway Advisory, cutting an estimated $5.8M.

  • 56 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q3 2017, up from 50 in Q2 2017.
  • Funds reported $101M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q3 2017, up 14% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q3 2017 and 4 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q3 2017 was US Bancorp, an estimated $2.54M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q3 2017 was Gateway Advisory, an estimated $5.8M sold.

Based on aggregated 13F filings for Q3 2017.