IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF

Delisted

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

119 hedge funds and large institutions have $199M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
33
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PGAM
101
Princeton Global Asset Management
New Jersey
$113K +$113K +4,446 New
GWM
102
Geneos Wealth Management
Colorado
$80K
VCM
103
Vigilant Capital Management
Maine
$77K
SPIA
104
Steward Partners Investment Advisory
New York
$66K +$126 +5 +0.2%
LWANC
105
Laurel Wealth Advisors (North Carolina)
North Carolina
$61K
AIC
106
Ameritas Investment Company
Nebraska
$55K +$11.5K +451 +26%
PA
107
Procyon Advisors
Connecticut
$49K +$49K +1,914 New
MWM
108
MBE Wealth Management
Wisconsin
$35K +$35K +1,400 New
NCM
109
New Capital Management
Texas
$26K
WTC
110
WhitTier Trust Company
Nevada
$26K
VNA
111
Valley National Advisers
Pennsylvania
$26K +$51 +2 +0.2%
CAAS
112
Capital Asset Advisory Services
Michigan
$25K
PA
113
Parallel Advisors
California
$23K
FHA
114
Flagship Harbor Advisors
Massachusetts
$19K +$19K +764 New
WQ
115
Wealth Quarterback
New Jersey
$17.6K
AF
116
Advisornet Financial
Minnesota
$10K -$16.5K -650 -62%
TF
117
TimeScale Financial
Massachusetts
$9K -$31.5K -1,373 -78%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$9K -$3.38K -134 -27%
FFW
119
Fusion Family Wealth
New York
$3K -$24.4K -830 -89%
CFGS
120
Concourse Financial Group Securities
Alabama
$2K +$2K +82 New
CIM
121
Confluence Investment Management
Missouri
-$6.71M -260,345 Closed
DC
122
Derby & Company
Massachusetts
-$574K -22,282 Closed
SWM
123
Shakespeare Wealth Management
Wisconsin
-$496K -19,258 Closed
AWM
124
Alterna Wealth Management
Texas
-$484K -18,800 Closed
IAA
125
Independent Advisor Alliance
North Carolina
-$372K -14,426 Closed