IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ

Overview Fund Activity
Delisted

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

Back to rankings

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 %
FNC
51
First National Corp
Massachusetts
$635K – – –
VA
52
Valmark Advisers
Ohio
$632K +$7.78K +302 +1%
EPP
53
ETF Portfolio Partners
Kansas
$618K +$100K +3,880 +19%
KCM
54
Kathmere Capital Management
Pennsylvania
$600K +$600K +23,299 New
SWP
55
Stratos Wealth Partners
Ohio
$584K – – –
Ameriprise
56
Ameriprise
Minnesota
$581K +$304K +11,819 +110%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$575K +$575K +22,305 New
DC
58
Derby & Company
Massachusetts
$574K +$574K +22,282 New
SW
59
SlateStone Wealth
Florida
$565K +$565K +21,914 New
APA
60
American Portfolios Advisors
New York
$548K – – –
ADL
61
Asset Dedication LLC
California
$535K +$142K +5,514 +36%
FAM
62
Flaharty Asset Management
Florida
$518K – – –
WI
63
WrapManager Inc
California
$517K -$33.8K -1,312 -6%
WSTAM
64
Wilbanks Smith & Thomas Asset Management
Virginia
$512K +$165K +6,393 +47%
SWM
65
Shakespeare Wealth Management
Wisconsin
$496K +$496K +19,258 New
AWM
66
Alterna Wealth Management
Texas
$484K +$484K +18,800 New
1IA
67
1834 Investment Advisors
Wisconsin
$471K +$3.22K +125 +0.7%
AFP
68
Ausdal Financial Partners
Iowa
$469K +$99.8K +3,851 +27%
BOPW
69
Brandywine Oak Private Wealth
Pennsylvania
$466K +$263K +10,239 +130%
MAS
70
Managed Account Services
Florida
$450K – – –
CTC
71
Central Trust Company
Missouri
$430K +$20K +777 +5%
FTUS
72
Flow Traders U.S.
New York
$420K -$976K -37,925 -70%
GFPC
73
Global Financial Private Client
Florida
$420K +$420K +16,289 New
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$417K – – –
AG
75
Advisor Group
Arizona
$413K +$92.8K +3,603 +29%
1 2
3
4 5