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.

116 hedge funds and large institutions have $199M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 25

0% more capital invested

Capital invested by funds: $199M → $199M (+$480K)

3% less funds holding

Funds holding: 119116 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
2.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
50
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$15.3M +$1.08M +41,774 +8%
Bank of America
2
Bank of America
North Carolina
$14.9M +$2.91M +112,839 +24%
Morgan Stanley
3
Morgan Stanley
New York
$12.1M +$1.85M +71,449 +18%
Wells Fargo
4
Wells Fargo
California
$11.1M +$1.61M +62,156 +17%
UBS Group
5
UBS Group
Switzerland
$9.47M -$2.73M -105,847 -22%
LIM
6
Leavell Investment Management
Alabama
$7.52M +$1.66M +64,336 +29%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.87M -$1.19M -46,164 -17%
HighTower Advisors
8
HighTower Advisors
Illinois
$5.7M +$106K +4,089 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.26M -$568K -22,010 -10%
GA
10
Gateway Advisory
New Jersey
$5.19M -$846K -32,751 -14%
SCA
11
Stonebridge Capital Advisors
Minnesota
$4.97M +$385K +14,904 +8%
UCFA
12
United Capital Financial Advisors
Texas
$4.69M -$368K -14,257 -7%
LPL Financial
13
LPL Financial
California
$4.4M +$62K +2,401 +1%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.33M +$4.31M +167,059 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$4.29M -$452K -17,511 -10%
PAG
16
Private Advisor Group
New Jersey
$4.02M -$278K -10,766 -6%
Jane Street
17
Jane Street
New York
$3.84M -$11.2M -432,358 -74%
Mariner
18
Mariner
Kansas
$3.5M +$904K +35,001 +35%
W
19
Wealthquest
Ohio
$3.37M +$3.35M +129,888 New
LPT
20
Legacy Private Trust
Wisconsin
$3.11M +$452K +17,500 +17%
BPA
21
Beacon Pointe Advisors
California
$2.25M -$956 -37 -0%
FPS
22
Fieldpoint Private Securities
Connecticut
$2.21M +$417K +16,160 +23%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.21M +$103K +3,976 +5%
PWM
24
Praetorian Wealth Management
California
$2.18M +$2.17M +84,114 New
SPA
25
Sentinel Pension Advisors
Massachusetts
$2.13M +$86K +3,331 +4%

IBMJ Hedge Fund Activity: Q2 2020 in Review

116 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q2 2020, worth a combined $199M — up 0.24% from $199M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IBMJ and 11 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 50 added.

The largest buyer was Bank of America, adding an estimated $2.91M. The largest seller was Jane Street, cutting an estimated $11.2M.

  • 116 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q2 2020, down from 119 in Q1 2020.
  • Funds reported $199M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q2 2020, up 0.24% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q2 2020 and 14 closed out, a net change of -3 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q2 2020 was Bank of America, an estimated $2.91M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q2 2020 was Jane Street, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2020.