IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ

Overview Fund Activity
Delisted

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

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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
–

Top Buyers

1
CIM
Confluence Investment Management
Missouri
$6.71M
2
Wells Fargo
Wells Fargo
California
$11M
3
Bank of America
Bank of America
North Carolina
$14.2M
4
EWA
EP Wealth Advisors
California
$1.23M
5
Morgan Stanley
Morgan Stanley
New York
$10.8M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$4.24M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.86M
3
FTUS
Flow Traders U.S.
New York
$420K
4
UBS Group
UBS Group
Switzerland
$9.09M
5
FC
Ferris Capital
Massachusetts
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPWA
26
Beacon Pointe Wealth Advisors
California
$1.95M +$76.4K +2,969 +4%
CIC
27
Carnegie Investment Counsel
Ohio
$1.87M +$93.4K +3,625 +5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.86M -$1.21M -46,874 -39%
SPA
29
Sentinel Pension Advisors
Massachusetts
$1.79M +$1.79M +69,436 New
FPS
30
Fieldpoint Private Securities
Connecticut
$1.77M – – –
FC
31
Ferris Capital
Massachusetts
$1.76M -$411K -15,964 -19%
PWM
32
Paulson Wealth Management
Illinois
$1.59M -$62.4K -2,414 -4%
APP
33
Avantax Planning Partners
Iowa
$1.59M -$43.2K -1,675 -3%
LF
34
LifeSteps Financial
California
$1.52M +$1.52M +59,028 New
Stifel Financial
35
Stifel Financial
Missouri
$1.46M +$128K +4,949 +10%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$1.29M +$511K +19,852 +66%
EWA
37
EP Wealth Advisors
California
$1.23M +$1.23M +47,728 New
SCG
38
Sonata Capital Group
Washington
$1.14M +$495K +19,215 +76%
ANTB
39
AMG National Trust Bank
Colorado
$1.1M – – –
GPA
40
Guidance Point Advisors
Massachusetts
$1.06M +$1.55K +60 +0.1%
REMPR
41
Roof Eidam Maycock Peralta (REMP)
California
$1.05M – – –
AWM
42
Altium Wealth Management
New York
$1.03M -$114K -4,417 -10%
CDIA
43
Capital Directions Investment Advisors
Georgia
$1.02M – – –
CIA
44
Covington Investment Advisors
Pennsylvania
$947K +$194K +7,521 +26%
IWC
45
Integrated Wealth Concepts
Massachusetts
$853K +$25.2K +979 +3%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$777K +$6.55K +254 +0.8%
CBFP
47
Cedar Brook Financial Partners
Ohio
$734K +$1.11K +43 +0.2%
RFC
48
Regions Financial Corp
Alabama
$669K +$5.77K +224 +0.9%
MA
49
MCF Advisors
Kentucky
$668K +$2.71K +105 +0.4%
DC
50
Davenport & Co
Virginia
$656K +$9.41K +365 +1%
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