IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF

Delisted

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

114 hedge funds and large institutions have $208M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
2.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
47
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$16.4M 634,658 +43,589 +7%
Morgan Stanley
2
Morgan Stanley
New York
$15.9M 615,193 +149,272 +32%
Bank of America
3
Bank of America
North Carolina
$14.2M 547,841 -27,344 -5%
Wells Fargo
4
Wells Fargo
California
$13.3M 513,012 +83,436 +19%
LIM
5
Leavell Investment Management
Alabama
$8.74M 337,467 +47,573 +16%
UBS Group
6
UBS Group
Switzerland
$8.66M 334,213 -31,068 -9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.62M 255,632 +29,483 +13%
SCA
8
Stonebridge Capital Advisors
Minnesota
$5.86M 226,272 +34,583 +18%
GA
9
Gateway Advisory
New Jersey
$5.27M 203,428 +3,192 +2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.25M 202,487 -421 -0.2%
LPL Financial
11
LPL Financial
California
$4.99M 192,414 +22,712 +13%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.99M 192,403 +25,344 +15%
UCFA
13
United Capital Financial Advisors
Texas
$4.67M 180,411 -344 -0.2%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$4.46M 172,111 +6,928 +4%
PAG
15
Private Advisor Group
New Jersey
$4.23M 163,224 +8,116 +5%
Mariner
16
Mariner
Kansas
$3.27M 126,326 -8,507 -6%
LPT
17
Legacy Private Trust
Wisconsin
$3.17M 122,400 +2,640 +2%
W
18
Wealthquest
Ohio
$3.07M 118,559 -11,329 -9%
BOPW
19
Brandywine Oak Private Wealth
Pennsylvania
$2.87M 110,893 +54,115 +95%
PFM
20
Phillips Financial Management
Indiana
$2.86M 110,229 +110,229 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.71M 104,761 +25,799 +33%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.55M 98,474 +13,148 +15%
SPA
23
Sentinel Pension Advisors
Massachusetts
$2.31M 89,101 +6,891 +8%
BPA
24
Beacon Pointe Advisors
California
$2.26M 87,179 +447 +0.5%
CIC
25
Carnegie Investment Counsel
Ohio
$2.02M 78,138 +5,385 +7%