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 $204M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
49
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
76
Sandy Spring Bank
Maryland
$411K +$87.5K +3,395 +27%
RHP
77
Royal Harbor Partners
Texas
$404K +$404K +15,686 New
LTFS
78
Ladenburg Thalmann Financial Services
Florida
$380K +$44.2K +1,715 +13%
TTWM
79
TCV Trust & Wealth Management
Virginia
$376K -$103K -4,000 -22%
BWM
80
BCS Wealth Management
Tennessee
$373K +$373K +14,489 New
IAA
81
Independent Advisor Alliance
North Carolina
$372K +$372K +14,426 New
DP
82
Denver PWM
Colorado
$353K +$1.7K +66 +0.5%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$352K +$90.3K +3,500 +34%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$325K -$7.47K -290 -2%
BlackRock
85
BlackRock
New York
$309K -$13.6K -529 -4%
Luther King Capital Management (LKCM)
86
Luther King Capital Management (LKCM)
Texas
$305K -$305K
AAM
87
Autus Asset Management
Arizona
$296K
WIC
88
Whitegate Investment Counselors
New Hampshire
$278K +$19.3K +750 +7%
SPP
89
Single Point Partners
Massachusetts
$275K +$275K +10,688 New
LF
90
Lee Financial
Texas
$263K
EA
91
Emerald Advisors
Washington
$259K +$259K +10,000 New
PWS
92
Peloton Wealth Strategists
Indiana
$258K +$258K +10,000 New
CONA
93
Capital One National Association
New York
$251K +$251K +9,734 New
AIP
94
Ameritas Investment Partners
Nebraska
$249K -$17.4K -677 -7%
FMWA
95
Forvis Mazars Wealth Advisors
Missouri
$243K
GIM
96
Greenwich Investment Management
Connecticut
$239K
SIC
97
Sigma Investment Counselors
Michigan
$228K
B
98
Bridgeworth
Alabama
$217K
TF
99
TLWM Financial
Texas
$204K
FCA
100
FinTrust Capital Advisors
South Carolina
$167K