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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105 hedge funds and large institutions have $188M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
47
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$12.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.42M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.4M
4
PAG
4
Private Advisor Group
New Jersey
$5.66M
5
CDIA
5
Capital Directions Investment Advisors
Georgia
$1.03M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$3.42M
2
Jane Street
2
Jane Street
New York
$376K
3
UBS Group
3
UBS Group
Switzerland
$9.74M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.1M
5
RJA
5
Raymond James & Associates
Florida
$2.96M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
76
Ameriprise
Minnesota
$277K 10,742 -193 -2%
AIP
77
Ameritas Investment Partners
Nebraska
$267K 10,362 -298 -3%
LF
78
Lee Financial
Texas
$263K 10,221 – –
Baird Financial Group
79
Baird Financial Group
Wisconsin
$262K 10,146 +678 +7%
FAIM
80
Financial Advocates Investment Management
Washington
$261K 10,111 +1 +0%
WIC
81
Whitegate Investment Counselors
New Hampshire
$259K 10,045 – –
FMWA
82
Forvis Mazars Wealth Advisors
Missouri
$243K 9,439 – –
AAS
83
Avantax Advisory Services
Texas
$243K 9,443 +9,443 New
GIM
84
Greenwich Investment Management
Connecticut
$239K 9,290 -3,200 -26%
AEPG
85
American Economic Planning Group
New Jersey
$233K 9,050 – –
SIC
86
Sigma Investment Counselors
Michigan
$228K 8,835 +8,835 New
KA
87
Klingman & Associates
New York
$221K 8,571 +300 +4%
B
88
Bridgeworth
Alabama
$217K 8,425 – –
TF
89
TLWM Financial
Texas
$204K 7,923 – –
BOPW
90
Brandywine Oak Private Wealth
Pennsylvania
$203K 7,886 +7,886 New
FCA
91
FinTrust Capital Advisors
South Carolina
$167K 6,472 – –
GWAG
92
Garrett Wealth Advisory Group
Texas
$150K 5,805 +5,805 New
WCG
93
Weaver Consulting Group
California
$127K 4,900 – –
FAAS
94
First Allied Advisory Services
California
$104K 4,024 +4,024 New
VCM
95
Vigilant Capital Management
Maine
$87K 3,360 +1,050 +45%
TF
96
TimeScale Financial
Massachusetts
$70K 2,731 -3,119 -53%
SPIA
97
Steward Partners Investment Advisory
New York
$67K 2,612 – –
LWANC
98
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K 2,400 – –
AF
99
Advisornet Financial
Minnesota
$55K 2,145 +525 +32%
AIM
100
Advantage Investment Management
Iowa
$52K 2,000 – –
1 2 3
4
5