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IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF

Delisted

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

104 hedge funds and large institutions have $182M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 22

4% more capital invested

Capital invested by funds: $174M → $182M (+$7.65M)

1% less funds holding

Funds holding: 105104 (-1)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

Holders
104
Holders Change
-1
Holders Change %
-0.95%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
53
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$14.7M +$945K +36,814 +7%
UBS Group
2
UBS Group
Switzerland
$11.2M -$530K -20,657 -5%
Morgan Stanley
3
Morgan Stanley
New York
$11.1M +$612K +23,847 +6%
Bank of America
4
Bank of America
North Carolina
$9.79M -$362K -14,101 -4%
Wells Fargo
5
Wells Fargo
California
$8.03M +$185K +7,221 +2%
CIM
6
Confluence Investment Management
Missouri
$6.71M -$340K -13,257 -5%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$6.13M -$341K -13,275 -5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.09M +$244K +9,512 +4%
GA
9
Gateway Advisory
New Jersey
$5.78M +$225K +8,769 +4%
UCFA
10
United Capital Financial Advisors
Texas
$5.44M +$580K +22,612 +12%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.34M +$525K +20,471 +11%
LIM
12
Leavell Investment Management
Alabama
$5.13M +$220K +8,591 +5%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.99M +$12.4K +485 +0.3%
PAG
14
Private Advisor Group
New Jersey
$4.27M +$1.79M +69,633 +73%
W
15
Wealthquest
Ohio
$4.1M
LPL Financial
16
LPL Financial
California
$3.95M +$208K +8,115 +6%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.86M +$444K +17,291 +13%
NA
18
NewEdge Advisors
Louisiana
$3.74M +$683K +26,610 +22%
RJA
19
Raymond James & Associates
Florida
$3.62M -$21.4K -834 -0.6%
LPT
20
Legacy Private Trust
Wisconsin
$3.2M -$462K -18,000 -13%
LNC
21
Lincoln National Corp
Pennsylvania
$3.1M +$561K +21,867 +22%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.98M +$1.62K +63 +0.1%
Mariner
23
Mariner
Kansas
$2.46M +$493K +19,211 +25%
Jane Street
24
Jane Street
New York
$2.43M -$717K -27,928 -23%
SCA
25
Stonebridge Capital Advisors
Minnesota
$2.18M +$171K +6,644 +9%

IBMJ Hedge Fund Activity: Q2 2019 in Review

104 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q2 2019, worth a combined $182M — up 4.4% from $174M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IBMJ and 10 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 53 added.

The largest buyer was Private Advisor Group, adding an estimated $1.79M. The largest seller was Jane Street, cutting an estimated $717K.

  • 104 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q2 2019, down from 105 in Q1 2019.
  • Funds reported $182M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q2 2019, up 4.4% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q2 2019 and 11 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q2 2019 was Private Advisor Group, an estimated $1.79M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q2 2019 was Jane Street, an estimated $717K sold.

Based on aggregated 13F filings for Q2 2019.