iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
IBMJ was delisted on the 1st of December, 2021.
70 hedge funds and large institutions have $109M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 7 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 16
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
3% more funds holding
Funds holding: 68 → 70 (+2)
2% less capital invested
Capital invested by funds: $111M → $109M (-$2.05M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.64M |
| 2 |
Morgan Stanley
New York
|
+$2.4M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.22M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$1.18M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.98M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$4.67M |
| 3 |
VCM
Vigilant Capital Management
Portland,
Maine
|
-$3.55M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.64M |
| 5 |
VF
Virtu Financial
New York
|
-$708K |
IBMJ Hedge Fund Activity: Q1 2018 in Review
70 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q1 2018, worth a combined $109M — down 1.8% from $111M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBMJ positions and 7 closed out — a net gain of 2 holders — while 29 added to existing stakes and 16 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $2.64M. The largest seller was Jane Street, cutting an estimated $6.98M.
- 70 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q1 2018, up from 68 in Q4 2017.
- Funds reported $109M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q1 2018, down 1.8% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q1 2018 and 7 closed out, a net change of +2 holders.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q1 2018 was Northwestern Mutual Wealth Management, an estimated $2.64M added.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q1 2018 was Jane Street, an estimated $6.98M sold.
Based on aggregated 13F filings for Q1 2018.