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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
CIA
51
Covington Investment Advisors
Pennsylvania
– -$904K -35,358 Closed
IWC
52
Integrated Wealth Concepts
Massachusetts
– -$891K -34,836 Closed
WSTAM
53
Wilbanks Smith & Thomas Asset Management
Virginia
– -$785K -30,676 Closed
Truist Financial
54
Truist Financial
North Carolina
– -$746K -29,180 Closed
CSPAM
55
Cary Street Partners Asset Management
Virginia
– -$741K -28,967 Closed
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
– -$738K -28,852 Closed
GG
57
Gofen & Glossberg
Illinois
– -$737K -28,800 Closed
RCAG
58
Rehmann Capital Advisory Group
Michigan
– -$680K -26,114 Closed
EPP
59
ETF Portfolio Partners
Kansas
– -$638K -24,933 Closed
MA
60
MCF Advisors
Kentucky
– -$623K -24,348 Closed
ASN
61
Advisory Services Network
Georgia
– -$621K -24,258 Closed
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
– -$620K -24,254 Closed
IWM
63
IHT Wealth Management
Illinois
– -$598K -23,378 Closed
PGAM
64
Princeton Global Asset Management
New Jersey
– -$596K -23,297 Closed
Osaic Holdings
65
Osaic Holdings
Arizona
– -$591K -23,136 Closed
WIC
66
Whitegate Investment Counselors
New Hampshire
– -$583K -22,795 Closed
SIC
67
Sigma Investment Counselors
Michigan
– -$568K -22,195 Closed
CTC
68
Central Trust Company
Missouri
– -$562K -22,000 Closed
FTUS
69
Flow Traders U.S.
New York
– -$561K -21,934 Closed
SW
70
SlateStone Wealth
Florida
– -$561K -21,914 Closed
DADC
71
D.A. Davidson & Co
Montana
– -$549K -21,475 Closed
ADL
72
Asset Dedication LLC
California
– -$544K -21,275 Closed
RFC
73
Regions Financial Corp
Alabama
– -$504K -19,698 Closed
BF
74
BOK Financial
Oklahoma
– -$503K -19,670 Closed
NA
75
NewEdge Advisors
Louisiana
– -$493K -19,287 Closed
1 2
3
4 5

IBMJ Hedge Fund Activity: Q4 2021 in Review

1 of the 6,499 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.