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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116 hedge funds and large institutions have $199M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
50
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$14.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.1M
3
LIM
3
Leavell Investment Management
Alabama
$7.52M
4
Wells Fargo
4
Wells Fargo
California
$11.1M
5
US Bancorp
5
US Bancorp
Minnesota
$15.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.84M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$577K
3
UBS Group
3
UBS Group
Switzerland
$9.48M
4
EWA
4
EP Wealth Advisors
California
$1.95M
5
LF
5
LifeSteps Financial
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
101
Princeton Global Asset Management
New Jersey
$174K +$59.3K +2,298 +52%
WCG
102
Weaver Consulting Group
California
$127K – – –
GWM
103
Geneos Wealth Management
Colorado
$113K +$32.4K +1,254 +40%
VCM
104
Vigilant Capital Management
Maine
$78K -$130 -5 -0.2%
SPIA
105
Steward Partners Investment Advisory
New York
$68K – – –
LWANC
106
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K – – –
PIMG
107
Patriot Investment Management Group
Tennessee
$50.5K +$50.5K +1,945 New
William Blair & Company
108
William Blair & Company
Illinois
$31K +$31K +1,200 New
WTC
109
WhitTier Trust Company
Nevada
$27K – – –
VNA
110
Valley National Advisers
Pennsylvania
$27K +$105 +4 +0.4%
NCM
111
New Capital Management
Texas
$26K – – –
CAAS
112
Capital Asset Advisory Services
Michigan
$25K – – –
RIM
113
Rockbridge Investment Management
New York
$25K +$25K +970 New
PA
114
Parallel Advisors
California
$23K – – –
FHA
115
Flagship Harbor Advisors
Massachusetts
$19K – – –
EIP
116
Ellis Investment Partners
Pennsylvania
$12K +$12K +501 New
PA
117
Procyon Advisors
Connecticut
$10K -$38.2K -1,517 -79%
TF
118
TimeScale Financial
Massachusetts
$10K – – –
LF
119
LifeSteps Financial
California
– -$1.6M -62,818 Closed
FTUS
120
Flow Traders U.S.
New York
– -$365K -14,291 Closed
TTWM
121
TCV Trust & Wealth Management
Virginia
– -$270K -10,600 Closed
SPP
122
Single Point Partners
Massachusetts
– -$257K -10,062 Closed
FCA
123
FinTrust Capital Advisors
South Carolina
– -$165K -6,472 Closed
ASN
124
Advisory Services Network
Georgia
– -$153K -6,001 Closed
AIC
125
Ameritas Investment Company
Nebraska
– -$55K -2,156 Closed
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5
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