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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
AFP
76
Ausdal Financial Partners
Iowa
– -$447K -17,488 Closed
FAFN
77
First Affirmative Financial Network
Colorado
– -$447K -17,482 Closed
FNC
78
First National Corp
Massachusetts
– -$435K -17,025 Closed
CCA
79
Childress Capital Advisors
Texas
– -$431K -16,870 Closed
DCM
80
Donaldson Capital Management
Indiana
– -$427K -16,708 Closed
BRWA
81
B. Riley Wealth Advisors
Florida
– -$409K -15,966 Closed
KAS
82
Kestra Advisory Services
Texas
– -$402K -15,700 Closed
SSB
83
Sandy Spring Bank
Maryland
– -$372K -14,555 Closed
BWM
84
BCS Wealth Management
Tennessee
– -$371K -14,489 Closed
FAM
85
Flaharty Asset Management
Florida
– -$360K -14,090 Closed
AIP
86
Ameritas Investment Partners
Nebraska
– -$351K -13,732 Closed
EC
87
Estate Counselors
Wisconsin
– -$349K -13,675 Closed
PA
88
Prism Advisors
California
– -$346K -13,544 Closed
DC
89
Davenport & Co
Virginia
– -$343K -13,395 Closed
AFS
90
Annapolis Financial Services
Maryland
– -$323K -12,646 Closed
KCM
91
Kathmere Capital Management
Pennsylvania
– -$314K -12,290 Closed
LNC
92
Lincoln National Corp
Pennsylvania
– -$300K -11,710 Closed
AAM
93
Autus Asset Management
Arizona
– -$294K -11,500 Closed
Creative Planning
94
Creative Planning
Kansas
– -$268K -10,479 Closed
LF
95
Lee Financial
Texas
– -$261K -10,221 Closed
AWM
96
Altium Wealth Management
New York
– -$260K -10,151 Closed
MML Investors Services
97
MML Investors Services
Massachusetts
– -$260K -10,150 Closed
EA
98
Emerald Advisors
Washington
– -$257K -10,045 Closed
CAN
99
Cetera Advisor Networks
California
– -$251K -9,795 Closed
ACS
100
Archford Capital Strategies
Illinois
– -$241K -9,431 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.