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.

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 Market Value Shares Shares
Change 		Shares
Change %
BF
76
BOK Financial
Oklahoma
$503K 19,670 +19,670 New
NA
77
NewEdge Advisors
Louisiana
$493K 19,287 +234 +1%
AFP
78
Ausdal Financial Partners
Iowa
$447K 17,488 +16 +0.1%
FAFN
79
First Affirmative Financial Network
Colorado
$447K 17,482 +17,482 New
MAS
80
Managed Account Services
Florida
$445K 17,398 – –
FNC
81
First National Corp
Massachusetts
$435K 17,025 -11,655 -41%
CCA
82
Childress Capital Advisors
Texas
$431K 16,870 – –
DCM
83
Donaldson Capital Management
Indiana
$427K 16,708 – –
BRWA
84
B. Riley Wealth Advisors
Florida
$409K 15,966 -16,574 -51%
KAS
85
Kestra Advisory Services
Texas
$402K 15,700 -2,492 -14%
SSB
86
Sandy Spring Bank
Maryland
$372K 14,555 -1,925 -12%
BWM
87
BCS Wealth Management
Tennessee
$371K 14,489 – –
FAM
88
Flaharty Asset Management
Florida
$360K 14,090 – –
AIP
89
Ameritas Investment Partners
Nebraska
$351K 13,732 +4,271 +45%
EC
90
Estate Counselors
Wisconsin
$349K 13,675 -8,150 -37%
PA
91
Prism Advisors
California
$346K 13,544 – –
DC
92
Davenport & Co
Virginia
$343K 13,395 -2,430 -15%
AFS
93
Annapolis Financial Services
Maryland
$323K 12,646 – –
KCM
94
Kathmere Capital Management
Pennsylvania
$314K 12,290 – –
LNC
95
Lincoln National Corp
Pennsylvania
$300K 11,710 -8,721 -43%
AAM
96
Autus Asset Management
Arizona
$294K 11,500 – –
Creative Planning
97
Creative Planning
Kansas
$268K 10,479 +10,479 New
LF
98
Lee Financial
Texas
$261K 10,221 – –
MML Investors Services
99
MML Investors Services
Massachusetts
$260K 10,150 -2,060 -17%
AWM
100
Altium Wealth Management
New York
$260K 10,151 – –
2 3
4
5 6