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IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF

Delisted

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

68 hedge funds and large institutions have $111M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

21% more funds holding

Funds holding: 5668 (+12)

10% more capital invested

Capital invested by funds: $101M → $111M (+$10.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
68
Holders Change
+12
Holders Change %
+21.43%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
30
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$10.2M +$805K +31,347 +8%
UBS Group
2
UBS Group
Switzerland
$9.13M -$604K -23,518 -6%
LNC
3
Lincoln National Corp
Pennsylvania
$8.02M +$4.29M +167,133 +113%
Jane Street
4
Jane Street
New York
$7.84M +$6.46M +251,574 +442%
CIM
5
Confluence Investment Management
Missouri
$6.65M +$147K +5,724 +2%
VCM
6
Vigilant Capital Management
Maine
$6.42M +$1.42M +55,132 +28%
Wells Fargo
7
Wells Fargo
California
$6.23M +$422K +16,449 +7%
GA
8
Gateway Advisory
New Jersey
$5.8M +$5.23M +203,592 +833%
Bank of America
9
Bank of America
North Carolina
$5.62M +$1.34M +52,014 +31%
UCFA
10
United Capital Financial Advisors
Texas
$4.95M +$796 +31 +0%
Morgan Stanley
11
Morgan Stanley
New York
$4.52M +$257K +10,003 +6%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.31M +$288K +11,226 +7%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.03M +$332K +12,939 +12%
LIM
14
Leavell Investment Management
Alabama
$2.92M +$51.3K +2,000 +2%
ADL
15
Asset Dedication LLC
California
$2.21M -$296K -11,522 -12%
PAG
16
Private Advisor Group
New Jersey
$2.05M -$120K -4,660 -5%
LPL Financial
17
LPL Financial
California
$1.82M +$562K +21,899 +44%
FFW
18
Fusion Family Wealth
New York
$1.35M -$290K -11,307 -18%
TTWM
19
TCV Trust & Wealth Management
Virginia
$1.19M
REMPR
20
Roof Eidam Maycock Peralta (REMP)
California
$1.1M +$72.6K +2,830 +7%
BA
21
Boston Advisors
Massachusetts
$874K +$42.1K +1,641 +5%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$829K +$96.4K +3,756 +13%
VF
23
Virtu Financial
New York
$708K -$289K -11,247 -29%
CIC
24
Carnegie Investment Counsel
Ohio
$673K +$133K +5,175 +24%
PFM
25
Phillips Financial Management
Indiana
$662K +$668K +26,005 New

IBMJ Hedge Fund Activity: Q4 2017 in Review

68 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q4 2017, worth a combined $111M — up 9.9% from $101M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBMJ positions and 4 closed out — a net gain of 12 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, adding an estimated $6.46M. The largest seller was BB&T Securities, cutting an estimated $5.08M.

  • 68 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q4 2017, up from 56 in Q3 2017.
  • Funds reported $111M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q4 2017, up 9.9% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q4 2017 and 4 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q4 2017 was Jane Street, an estimated $6.46M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q4 2017 was BB&T Securities, an estimated $5.08M sold.

Based on aggregated 13F filings for Q4 2017.