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IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ

Delisted

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

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1 hedge funds and large institutions have $224K invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 127 → 1 (-126)

100% less capital invested

Capital invested by funds: $202M → $224K (-$202M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 123

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-126
Holders Change %
-99.21%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
123
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$15.3M
2
US Bancorp
US Bancorp
Minnesota
-$14.4M
3
Bank of America
Bank of America
North Carolina
-$13.7M
4
Wells Fargo
Wells Fargo
California
-$12.3M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$8.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
26
Fieldpoint Private Securities
Connecticut
– -$1.78M -69,432 Closed
P
27
Paradiem
Louisiana
– -$1.7M -66,538 Closed
CIAS
28
CFS Investment Advisory Services
New Jersey
– -$1.66M -64,786 Closed
W
29
Wealthquest
Ohio
– -$1.62M -63,198 Closed
SCG
30
Sonata Capital Group
Washington
– -$1.47M -57,465 Closed
Jane Street
31
Jane Street
New York
– -$1.45M -56,603 Closed
FC
32
Ferris Capital
Massachusetts
– -$1.32M -51,563 Closed
PWM
33
Praetorian Wealth Management
California
– -$1.31M -51,175 Closed
EWA
34
EP Wealth Advisors
California
– -$1.28M -50,116 Closed
RJA
35
Raymond James & Associates
Florida
– -$1.25M -48,929 Closed
Ameriprise
36
Ameriprise
Minnesota
– -$1.24M -48,264 Closed
SPA
37
Sentinel Pension Advisors
Massachusetts
– -$1.23M -48,028 Closed
Stifel Financial
38
Stifel Financial
Missouri
– -$1.2M -46,764 Closed
VA
39
Valmark Advisers
Ohio
– -$1.15M -45,053 Closed
AWM
40
Apollon Wealth Management
South Carolina
– -$1.15M -44,901 Closed
GFPC
41
Global Financial Private Client
Florida
– -$1.12M -43,827 Closed
APP
42
Avantax Planning Partners
Iowa
– -$1.12M -43,772 Closed
ANTB
43
AMG National Trust Bank
Colorado
– -$1.09M -42,668 Closed
PWM
44
Paulson Wealth Management
Illinois
– -$1.07M -41,830 Closed
CDIA
45
Capital Directions Investment Advisors
Georgia
– -$1.04M -40,670 Closed
REMPR
46
Roof Eidam Maycock Peralta (REMP)
California
– -$1.04M -40,510 Closed
CIC
47
Carnegie Investment Counsel
Ohio
– -$932K -36,430 Closed
GPA
48
Guidance Point Advisors
Massachusetts
– -$927K -36,307 Closed
KPWS
49
Kestra Private Wealth Services
Texas
– -$922K -36,053 Closed
APA
50
American Portfolios Advisors
New York
– -$916K -35,790 Closed
1
2
3 4 5

IBMJ Hedge Fund Activity: Q4 2021 in Review

1 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) for Q4 2021, worth a combined $224K — down 100% from $202M a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of IBMJ and 0 opened new positions — a net loss of 123 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Morgan Stanley, exiting entirely with an estimated $15.3M sold.

  • 1 institutional investor held iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) as of Q4 2021, down from 127 in Q3 2021.
  • Funds reported $224K of iShares iBonds Dec 2021 Term Muni Bond ETF stock for Q4 2021, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2021 Term Muni Bond ETF positions in Q4 2021 and 123 closed out, a net change of -123 holders.
  • The largest iShares iBonds Dec 2021 Term Muni Bond ETF seller in Q4 2021 was Morgan Stanley, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2021.