We are live on ! Find out more
IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF

Delisted

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

75 hedge funds and large institutions have $121M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

127% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 15

10% more capital invested

Capital invested by funds: $109M → $121M (+$11.2M)

7% more funds holding

Funds holding: 7075 (+5)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
34
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$12.3M +$1.26M +49,723 +11%
UBS Group
2
UBS Group
Switzerland
$9.77M -$423K -16,726 -4%
Morgan Stanley
3
Morgan Stanley
New York
$9.24M +$2.31M +91,110 +33%
Wells Fargo
4
Wells Fargo
California
$7.02M +$232K +9,164 +3%
CIM
5
Confluence Investment Management
Missouri
$6.99M -$142K -5,599 -2%
Bank of America
6
Bank of America
North Carolina
$6.81M +$295K +11,648 +5%
UCFA
7
United Capital Financial Advisors
Texas
$6.06M +$409K +16,166 +7%
GA
8
Gateway Advisory
New Jersey
$5.93M +$141K +5,584 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.88M +$618K +24,427 +15%
HighTower Advisors
10
HighTower Advisors
Illinois
$4.63M +$31.3K +1,237 +0.7%
LIM
11
Leavell Investment Management
Alabama
$3.61M +$151K +5,970 +4%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$3.24M +$517K +20,423 +19%
LNC
13
Lincoln National Corp
Pennsylvania
$3.23M -$118K -4,675 -4%
PAG
14
Private Advisor Group
New Jersey
$3.13M +$2.71M +107,082 +667%
ADL
15
Asset Dedication LLC
California
$2.89M +$77.9K +3,077 +3%
LPL Financial
16
LPL Financial
California
$2.49M +$278K +10,968 +13%
PFM
17
Phillips Financial Management
Indiana
$1.73M +$999K +39,466 +138%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.58M +$19K +750 +1%
FPS
19
Fieldpoint Private Securities
Connecticut
$1.57M +$1.56M +61,700 New
TTWM
20
TCV Trust & Wealth Management
Virginia
$1.19M +$1.27K +50 +0.1%
REMPR
21
Roof Eidam Maycock Peralta (REMP)
California
$1.14M +$30.4K +1,200 +3%
Mariner
22
Mariner
Kansas
$1M +$275K +10,850 +38%
Stifel Financial
23
Stifel Financial
Missouri
$962K +$371K +14,639 +63%
RJA
24
Raymond James & Associates
Florida
$941K +$375K +14,822 +67%
SEIA
25
Signature Estate & Investment Advisors
California
$919K +$275K +10,871 +43%

IBMJ Hedge Fund Activity: Q2 2018 in Review

75 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q2 2018, worth a combined $121M — up 10% from $109M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBMJ positions and 4 closed out — a net gain of 6 holders — while 34 added to existing stakes and 15 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $2.71M. The largest seller was Vigilant Capital Management, cutting an estimated $2.25M.

  • 75 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q2 2018, up from 70 in Q1 2018.
  • Funds reported $121M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q2 2018, up 10% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q2 2018 and 4 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q2 2018 was Private Advisor Group, an estimated $2.71M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q2 2018 was Vigilant Capital Management, an estimated $2.25M sold.

Based on aggregated 13F filings for Q2 2018.