iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
IBMJ was delisted on the 1st of December, 2021.
116 hedge funds and large institutions have $204M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 8 closing their positions.
188% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 17
188% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 8
10% more funds holding
Funds holding: 105 → 116 (+11)
8% more capital invested
Capital invested by funds: $188M → $204M (+$15.4M)
2.93% more ownership
Funds ownership: 64.25% → 67.18% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$3.29M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.16M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.92M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$1.23M |
| 5 |
Morgan Stanley
New York
|
+$738K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.42M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.21M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$978K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$650K |
| 5 |
FC
Ferris Capital
Marlborough,
Massachusetts
|
-$412K |
IBMJ Hedge Fund Activity: Q4 2019 in Review
116 of the 5,093 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q4 2019, worth a combined $204M — up 8.2% from $188M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IBMJ positions and 8 closed out — a net gain of 15 holders — while 49 added to existing stakes and 17 trimmed.
The largest buyer was Confluence Investment Management, adding an estimated $3.29M. The largest seller was Private Advisor Group, cutting an estimated $1.42M.
- 116 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q4 2019, up from 105 in Q3 2019.
- Funds reported $204M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q4 2019, up 8.2% quarter-over-quarter.
- 23 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q4 2019 and 8 closed out, a net change of +15 holders.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q4 2019 was Confluence Investment Management, an estimated $3.29M added.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q4 2019 was Private Advisor Group, an estimated $1.42M sold.
Based on aggregated 13F filings for Q4 2019.