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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70 hedge funds and large institutions have $109M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
29
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.72M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.91M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.25M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.56M
5
UBS Group
5
UBS Group
Switzerland
$10.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$862K
2
LNC
2
Lincoln National Corp
Pennsylvania
$3.35M
3
VCM
3
Vigilant Capital Management
Maine
$2.87M
4
PAG
4
Private Advisor Group
New Jersey
$408K
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$282K +$130K +5,102 +85%
HB
52
Homrich & Berg
Georgia
$249K – – –
NA
53
NewEdge Advisors
Louisiana
$234K +$234K +9,250 New
Luther King Capital Management (LKCM)
54
Luther King Capital Management (LKCM)
Texas
$225K -$40.7K -1,600 -15%
IWC
55
Integrated Wealth Concepts
Massachusetts
$211K – – –
WIC
56
Whitegate Investment Counselors
New Hampshire
$209K +$209K +8,245 New
Baird Financial Group
57
Baird Financial Group
Wisconsin
$207K +$207K +8,158 New
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$198K -$18.4K -727 -9%
AIP
59
Ameritas Investment Partners
Nebraska
$154K – – –
IA
60
IFP Advisors
Florida
$149K – – –
OIA
61
OneDigital Investment Advisors
Kansas
$147K – – –
MCM
62
Monument Capital Management
Virginia
$54K – – –
AF
63
Advisornet Financial
Minnesota
$42K +$10K +395 +31%
SWP
64
Strategic Wealth Partners
Ohio
$20K +$20K +788 New
SFM
65
Signet Financial Management
New Jersey
$18K +$18K +708 New
TC
66
Trust Company
Kansas
$16K – – –
SEI Investments
67
SEI Investments
Pennsylvania
$11K -$201K -7,767 -95%
First Manhattan
68
First Manhattan
New York
$9K – – –
BlackRock
69
BlackRock
New York
$3K – – –
SIS
70
Sound Income Strategies
Florida
$1K +$1K +25 New
VF
71
Virtu Financial
New York
– -$708K -27,838 Closed
BTS
72
BB&T Securities
Virginia
– -$536K -21,116 Closed
BCM
73
Brookstone Capital Management
Illinois
– -$242K -9,528 Closed
BCM
74
Bienville Capital Management
New York
– -$203K -8,000 Closed
FAAS
75
First Allied Advisory Services
California
– -$89K -3,500 Closed
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