iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
IBMJ was delisted on the 1st of December, 2021.
128 hedge funds and large institutions have $213M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 55 reducing their positions, and 11 closing their positions.
4% less funds holding
Funds holding: 133 → 128 (-5)
7% less capital invested
Capital invested by funds: $230M → $213M (-$16.4M)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
51% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$4.86M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.1M |
| 3 |
CDIA
Capital Directions Investment Advisors
Atlanta,
Georgia
|
+$1.04M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$858K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$433K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.62M |
| 2 |
Jane Street
New York
|
-$3.23M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.36M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.12M |
| 5 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
-$2.02M |
IBMJ Hedge Fund Activity: Q2 2021 in Review
128 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q2 2021, worth a combined $213M — down 7.1% from $230M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of IBMJ and 7 opened new positions — a net loss of 4 holders — while 55 trimmed existing stakes and 27 added.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $4.86M. The largest seller was UBS Group, cutting an estimated $4.62M.
- 128 institutional investors held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q2 2021, down from 133 in Q1 2021.
- Funds reported $213M of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q2 2021, down 7.1% quarter-over-quarter.
- 7 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q2 2021 and 11 closed out, a net change of -4 holders.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF buyer in Q2 2021 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $4.86M added.
- The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q2 2021 was UBS Group, an estimated $4.62M sold.
Based on aggregated 13F filings for Q2 2021.