iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
IBMJ was delisted on the 1st of December, 2021.
105 hedge funds and large institutions have $174M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 11 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 18
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
6% more capital invested
Capital invested by funds: $164M → $174M (+$10.3M)
6% more funds holding
Funds holding: 99 → 105 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.12M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$2.25M |
| 3 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
+$2M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.84M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$5.44M |
| 2 |
AssetMark Inc
Concord,
California
|
-$4.9M |
| 3 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$1.65M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.36M |
| 5 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$793K |
IBMJ Hedge Fund Activity: Q1 2019 in Review
105 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q1 2019, worth a combined $174M — up 6.3% from $164M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IBMJ positions and 11 closed out — a net gain of 6 holders — while 45 added to existing stakes and 18 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $3.12M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $5.44M sold.
- 105 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q1 2019, up from 99 in Q4 2018.
- Funds reported $174M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q1 2019, up 6.3% quarter-over-quarter.
- 17 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q1 2019 and 11 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q1 2019 was Jane Street, an estimated $3.12M added.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q1 2019 was Signature Estate & Investment Advisors, an estimated $5.44M sold.
Based on aggregated 13F filings for Q1 2019.