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 %
US Bancorp
1
US Bancorp
Minnesota
$14.5M +$254K +9,875 +2%
Bank of America
2
Bank of America
North Carolina
$14.2M +$1.92M +74,352 +16%
Wells Fargo
3
Wells Fargo
California
$11M +$2.16M +83,653 +25%
Morgan Stanley
4
Morgan Stanley
New York
$10.8M +$738K +28,631 +7%
UBS Group
5
UBS Group
Switzerland
$9.09M -$649K -25,194 -7%
CIM
6
Confluence Investment Management
Missouri
$6.71M +$3.29M +127,700 +96%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$6.67M +$667K +25,884 +11%
UCFA
8
United Capital Financial Advisors
Texas
$6.48M +$36.5K +1,416 +0.6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.37M +$16.9K +655 +0.3%
GA
10
Gateway Advisory
New Jersey
$5.99M +$179K +6,931 +3%
LIM
11
Leavell Investment Management
Alabama
$5.86M +$374K +14,500 +7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.7M -$14.4K -559 -0.3%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.51M +$108K +4,180 +2%
HighTower Advisors
14
HighTower Advisors
Illinois
$5.23M +$138K +5,349 +3%
LPL Financial
15
LPL Financial
California
$4.77M +$216K +8,381 +5%
PAG
16
Private Advisor Group
New Jersey
$4.24M -$1.42M -54,947 -25%
W
17
Wealthquest
Ohio
$4.1M
NA
18
NewEdge Advisors
Louisiana
$4.05M +$302K +11,728 +8%
RJA
19
Raymond James & Associates
Florida
$3.08M +$122K +4,741 +4%
LNC
20
Lincoln National Corp
Pennsylvania
$3.07M +$38K +1,476 +1%
Citadel Advisors
21
Citadel Advisors
Florida
$3.05M +$634K +24,618 +26%
Mariner
22
Mariner
Kansas
$2.92M +$183K +7,109 +7%
SCA
23
Stonebridge Capital Advisors
Minnesota
$2.82M +$224K +8,715 +9%
LPT
24
Legacy Private Trust
Wisconsin
$2.63M
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.3M +$51.8K +2,012 +2%