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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127 hedge funds and large institutions have $202M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$2.01M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$1.66M
3
FC
3
Ferris Capital
Massachusetts
$1.32M
4
AWM
4
Apollon Wealth Management
South Carolina
$1.15M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.47M

Top Sellers

1
SCA
1
Stonebridge Capital Advisors
Minnesota
$5.25M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.03M
3
Wells Fargo
3
Wells Fargo
California
$12.3M
4
BPA
4
Beacon Pointe Advisors
California
$0
5
Mariner
5
Mariner
Kansas
$3.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
26
Paradiem
Louisiana
$1.7M – – –
CIAS
27
CFS Investment Advisory Services
New Jersey
$1.66M +$1.66M +64,786 New
W
28
Wealthquest
Ohio
$1.62M -$590K -23,076 -27%
SCG
29
Sonata Capital Group
Washington
$1.47M -$13K -508 -0.9%
Jane Street
30
Jane Street
New York
$1.45M -$1.26M -49,227 -47%
FC
31
Ferris Capital
Massachusetts
$1.32M +$1.32M +51,563 New
PWM
32
Praetorian Wealth Management
California
$1.31M -$171K -6,678 -12%
EWA
33
EP Wealth Advisors
California
$1.28M – – –
RJA
34
Raymond James & Associates
Florida
$1.25M +$15.3K +597 +1%
Ameriprise
35
Ameriprise
Minnesota
$1.24M -$70.4K -2,750 -5%
SPA
36
Sentinel Pension Advisors
Massachusetts
$1.23M -$1.09M -42,612 -47%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$1.22M -$161K -6,300 -12%
Stifel Financial
38
Stifel Financial
Missouri
$1.2M -$4.91K -192 -0.4%
VA
39
Valmark Advisers
Ohio
$1.15M -$123K -4,797 -10%
AWM
40
Apollon Wealth Management
South Carolina
$1.15M +$1.15M +44,901 New
GFPC
41
Global Financial Private Client
Florida
$1.12M +$79K +3,089 +8%
APP
42
Avantax Planning Partners
Iowa
$1.12M -$33.4K -1,306 -3%
ANTB
43
AMG National Trust Bank
Colorado
$1.09M – – –
PWM
44
Paulson Wealth Management
Illinois
$1.07M -$262K -10,244 -20%
CDIA
45
Capital Directions Investment Advisors
Georgia
$1.04M – – –
REMPR
46
Roof Eidam Maycock Peralta (REMP)
California
$1.04M – – –
CIC
47
Carnegie Investment Counsel
Ohio
$932K -$215K -8,420 -19%
GPA
48
Guidance Point Advisors
Massachusetts
$927K +$766 +30 +0.1%
KPWS
49
Kestra Private Wealth Services
Texas
$922K +$76.2K +2,978 +9%
APA
50
American Portfolios Advisors
New York
$916K -$238K -9,310 -21%
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