IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF

Delisted

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

133 hedge funds and large institutions have $230M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 3 closing their positions.

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
2.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
44
Reduced
39
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$17M 660,201 +35,750 +6%
Morgan Stanley
2
Morgan Stanley
New York
$16.7M 648,467 -29,056 -4%
Bank of America
3
Bank of America
North Carolina
$15.1M 587,410 +5,634 +1%
US Bancorp
4
US Bancorp
Minnesota
$13.2M 512,571 -66,819 -12%
LIM
5
Leavell Investment Management
Alabama
$9.44M 366,972 +12,810 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.71M 299,934 +842 +0.3%
UBS Group
7
UBS Group
Switzerland
$7.29M 283,450 -16,884 -6%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.54M 254,120 +148,523 +141%
Jane Street
9
Jane Street
New York
$5.96M 231,766 +158,468 +216%
SCA
10
Stonebridge Capital Advisors
Minnesota
$5.57M 216,430 -28,715 -12%
GA
11
Gateway Advisory
New Jersey
$5.15M 200,180 -7,183 -3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.12M 199,113 -19,987 -9%
LPL Financial
13
LPL Financial
California
$4.9M 190,617 -5,812 -3%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.66M 181,330 -27,904 -13%
Mariner
15
Mariner
Kansas
$4.62M 179,607 +33,970 +23%
PAG
16
Private Advisor Group
New Jersey
$4.61M 179,095 -1,174 -0.7%
UCFA
17
United Capital Financial Advisors
Texas
$4.26M 165,506 -6,076 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.84M 149,177 +6,559 +5%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$3.49M 135,864 -34,979 -20%
BOPW
20
Brandywine Oak Private Wealth
Pennsylvania
$3.36M 130,718 +9,157 +8%
LPT
21
Legacy Private Trust
Wisconsin
$3.15M 122,400
W
22
Wealthquest
Ohio
$3M 116,840 -1,759 -1%
PFM
23
Phillips Financial Management
Indiana
$2.83M 110,229 +49,105 +80%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.8M 108,991 +8,573 +9%
SPA
25
Sentinel Pension Advisors
Massachusetts
$2.45M 89,526 +5,373 +6%