We are live on ! Find out more
IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ

Delisted

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

Back to rankings

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
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$224K -$991K -38,768 -82%
Morgan Stanley
2
Morgan Stanley
New York
– -$15.3M -597,990 Closed
US Bancorp
3
US Bancorp
Minnesota
– -$14.4M -561,385 Closed
Bank of America
4
Bank of America
North Carolina
– -$13.7M -537,142 Closed
Wells Fargo
5
Wells Fargo
California
– -$12.3M -480,859 Closed
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$8.53M -333,575 Closed
HighTower Advisors
7
HighTower Advisors
Illinois
– -$8.47M -331,162 Closed
LIM
8
Leavell Investment Management
Alabama
– -$8.28M -323,828 Closed
PAG
9
Private Advisor Group
New Jersey
– -$5.46M -213,659 Closed
SCA
10
Stonebridge Capital Advisors
Minnesota
– -$5.25M -205,340 Closed
GA
11
Gateway Advisory
New Jersey
– -$5.17M -202,242 Closed
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
– -$5.03M -196,708 Closed
LPL Financial
13
LPL Financial
California
– -$5.02M -196,076 Closed
UCFA
14
United Capital Financial Advisors
Texas
– -$4.31M -168,423 Closed
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
– -$3.44M -134,411 Closed
LPT
16
Legacy Private Trust
Wisconsin
– -$3.36M -131,488 Closed
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
– -$3.19M -124,563 Closed
Mariner
18
Mariner
Kansas
– -$3.12M -122,080 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– -$3.06M -119,807 Closed
PFM
20
Phillips Financial Management
Indiana
– -$2.82M -110,229 Closed
RJFSA
21
Raymond James Financial Services Advisors
Florida
– -$2.54M -99,147 Closed
BOPW
22
Brandywine Oak Private Wealth
Pennsylvania
– -$2.17M -85,064 Closed
UBS Group
23
UBS Group
Switzerland
– -$2.05M -79,961 Closed
TJHA
24
Thomas J. Herzfeld Advisors
Florida
– -$2.01M -78,690 Closed
PSIWM
25
Paradigm Strategies in Wealth Management
Minnesota
– -$2.01M -78,525 Closed
1
2 3 4 5

IBMJ Hedge Fund Activity: Q4 2021 in Review

1 of the 6,498 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.