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IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF

Delisted

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

133 hedge funds and large institutions have $230M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

8% more funds holding

Funds holding: 123133 (+10)

4% more capital invested

Capital invested by funds: $221M → $230M (+$8.89M)

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
2.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
44
Reduced
39
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$17M +$920K +35,750 +6%
Morgan Stanley
2
Morgan Stanley
New York
$16.7M -$748K -29,056 -4%
Bank of America
3
Bank of America
North Carolina
$15.1M +$145K +5,634 +1%
US Bancorp
4
US Bancorp
Minnesota
$13.2M -$1.72M -66,819 -12%
LIM
5
Leavell Investment Management
Alabama
$9.44M +$330K +12,810 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.71M +$21.7K +842 +0.3%
UBS Group
7
UBS Group
Switzerland
$7.29M -$435K -16,884 -6%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.54M +$3.82M +148,523 +141%
Jane Street
9
Jane Street
New York
$5.96M +$4.08M +158,468 +216%
SCA
10
Stonebridge Capital Advisors
Minnesota
$5.57M -$739K -28,715 -12%
GA
11
Gateway Advisory
New Jersey
$5.15M -$185K -7,183 -3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.12M -$514K -19,987 -9%
LPL Financial
13
LPL Financial
California
$4.9M -$150K -5,812 -3%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.66M -$718K -27,904 -13%
Mariner
15
Mariner
Kansas
$4.62M +$874K +33,970 +23%
PAG
16
Private Advisor Group
New Jersey
$4.61M -$30.2K -1,174 -0.7%
UCFA
17
United Capital Financial Advisors
Texas
$4.26M -$156K -6,076 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.84M +$169K +6,559 +5%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$3.49M -$900K -34,979 -20%
BOPW
20
Brandywine Oak Private Wealth
Pennsylvania
$3.36M +$236K +9,157 +8%
LPT
21
Legacy Private Trust
Wisconsin
$3.15M
W
22
Wealthquest
Ohio
$3M -$45.3K -1,759 -1%
PFM
23
Phillips Financial Management
Indiana
$2.83M +$1.26M +49,105 +80%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.8M +$221K +8,573 +9%
SPA
25
Sentinel Pension Advisors
Massachusetts
$2.45M +$138K +5,373 +6%

IBMJ Hedge Fund Activity: Q1 2021 in Review

133 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q1 2021, worth a combined $230M — up 4% from $221M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMJ positions and 3 closed out — a net gain of 11 holders — while 44 added to existing stakes and 39 trimmed.

The largest buyer was Jane Street, adding an estimated $4.08M. The largest seller was US Bancorp, cutting an estimated $1.72M.

  • 133 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q1 2021, up from 123 in Q4 2020.
  • Funds reported $230M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q1 2021, up 4% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q1 2021 and 3 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q1 2021 was Jane Street, an estimated $4.08M added.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q1 2021 was US Bancorp, an estimated $1.72M sold.

Based on aggregated 13F filings for Q1 2021.