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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123 hedge funds and large institutions have $221M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 5 closing their positions.

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$16.1M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$2.42M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.5M
4
P
4
Paradiem
Louisiana
$1.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.71M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$14.9M
2
PFM
2
Phillips Financial Management
Indiana
$1.58M
3
UBS Group
3
UBS Group
Switzerland
$7.74M
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$0
5
WI
5
WrapManager Inc
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
76
Lincoln National Corp
Pennsylvania
$501K 19,444 -8,874 -31%
Truist Financial
77
Truist Financial
North Carolina
$468K 18,141 +18,141 New
PGAM
78
Princeton Global Asset Management
New Jersey
$465K 18,041 -387 -2%
AFP
79
Ausdal Financial Partners
Iowa
$449K 17,419 -444 -2%
MAS
80
Managed Account Services
Florida
$448K 17,398 – –
DCM
81
Donaldson Capital Management
Indiana
$431K 16,708 – –
BRWA
82
B. Riley Wealth Advisors
Florida
$392K 15,178 +15,178 New
BWM
83
BCS Wealth Management
Tennessee
$373K 14,489 – –
PA
84
Prism Advisors
California
$349K 13,544 – –
SWP
85
Stratos Wealth Partners
Ohio
$333K 12,925 – –
AFS
86
Annapolis Financial Services
Maryland
$326K 12,646 +12,646 New
ASN
87
Advisory Services Network
Georgia
$322K 12,486 -492 -4%
PWS
88
Peloton Wealth Strategists
Indiana
$309K 12,000 – –
MML Investors Services
89
MML Investors Services
Massachusetts
$305K 11,843 +11,843 New
AAM
90
Autus Asset Management
Arizona
$296K 11,500 – –
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$274K 10,649 -520 -5%
LF
92
Lee Financial
Texas
$263K 10,221 – –
EA
93
Emerald Advisors
Washington
$259K 10,045 +12 +0.1%
Luther King Capital Management (LKCM)
94
Luther King Capital Management (LKCM)
Texas
– – – –
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$250K 9,707 +9,707 New
BCM
96
Brookstone Capital Management
Illinois
$249K 9,650 -2,979 -24%
AIP
97
Ameritas Investment Partners
Nebraska
$245K 9,532 +497 +6%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$235K 9,099 +885 +11%
ACS
99
Archford Capital Strategies
Illinois
$227K 8,805 +405 +5%
SPP
100
Single Point Partners
Massachusetts
$225K 8,723 +38 +0.4%
2 3
4
5 6