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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
NPI
101
New Perspectives Inc
Mississippi
– -$230K -9,000 Closed
SWP
102
Stratos Wealth Partners
Ohio
– -$228K -8,925 Closed
OMC
103
Old Mission Capital
Illinois
– -$215K -8,391 Closed
LWANC
104
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$210K -8,216 Closed
FMWA
105
Forvis Mazars Wealth Advisors
Missouri
– -$205K -8,004 Closed
PWS
106
Peloton Wealth Strategists
Indiana
– -$205K -8,000 Closed
COF
107
Capital One Financial
Virginia
– -$205K -7,999 Closed
William Blair & Company
108
William Blair & Company
Illinois
– -$203K -7,950 Closed
TF
109
TLWM Financial
Texas
– -$203K -7,923 Closed
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
– -$108K -4,218 Closed
TWM
111
Tradition Wealth Management
Minnesota
– -$68K -2,660 Closed
HI
112
Harbour Investments
Wisconsin
– -$62K -2,426 Closed
VCM
113
Vigilant Capital Management
Maine
– -$60K -2,355 Closed
SPIA
114
Steward Partners Investment Advisory
New York
– -$50K -1,962 Closed
1IA
115
1834 Investment Advisors
Wisconsin
– -$44K -1,730 Closed
CAAS
116
Capital Asset Advisory Services
Michigan
– -$35K -1,364 Closed
WTC
117
WhitTier Trust Company
Nevada
– -$26K -1,033 Closed
RIM
118
Rockbridge Investment Management
New York
– -$25K -970 Closed
PA
119
Parallel Advisors
California
– -$23K -902 Closed
AF
120
Allworth Financial
California
– -$23K -900 Closed
FFA
121
Founders Financial Alliance
North Carolina
– -$10K -407 Closed
TF
122
TimeScale Financial
Massachusetts
– -$10K -397 Closed
KFAA
123
Klaas Financial Asset Advisors
Illinois
– -$10K -388 Closed
BlackRock
124
BlackRock
New York
– -$4K -141 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.