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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30 hedge funds and large institutions have $44.3M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$4.76M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.74M
3
LPT
3
Legacy Private Trust
Wisconsin
$2.11M
4
TC
4
Trust Company
Kansas
$1.99M
5
Wells Fargo
5
Wells Fargo
California
$5.97M

Top Sellers

1
LBC
1
Lawrence B. Cohen
$0
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
Jane Street
3
Jane Street
New York
$1.06M
4
NC
4
NewSquare Capital
Pennsylvania
$662K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$5.97M 229,690 +61,598 +37%
UCFA
2
United Capital Financial Advisors
Texas
$4.76M 183,151 +183,151 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.74M 182,404 +182,404 New
UBS Group
4
UBS Group
Switzerland
$4.53M 174,465 +16,206 +10%
VCM
5
Vigilant Capital Management
Maine
$3.64M 140,136 +11,730 +9%
CIM
6
Confluence Investment Management
Missouri
$3.48M 133,895 +28,244 +27%
Morgan Stanley
7
Morgan Stanley
New York
$2.32M 89,209 +54,866 +160%
LPT
8
Legacy Private Trust
Wisconsin
$2.11M 81,222 +81,222 New
TC
9
Trust Company
Kansas
$1.99M 76,558 +70,908 +1,255%
LNC
10
Lincoln National Corp
Pennsylvania
$1.6M 61,503 +10,491 +21%
Bank of America
11
Bank of America
North Carolina
$1.22M 46,786 +22,300 +91%
BA
12
Boston Advisors
Massachusetts
$1.2M 46,095 +15,230 +49%
Jane Street
13
Jane Street
New York
$1.06M 40,597 -427 -1%
US Bancorp
14
US Bancorp
Minnesota
$862K 33,153 +14,864 +81%
REMPR
15
Roof Eidam Maycock Peralta (REMP)
California
$787K 30,310 +14,050 +86%
PAG
16
Private Advisor Group
New Jersey
$746K 28,703 +13,390 +87%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$744K 28,634 +28,634 New
NC
18
NewSquare Capital
Pennsylvania
$662K 25,478 -177 -0.7%
ADL
19
Asset Dedication LLC
California
$656K 25,175 +15,114 +150%
DC
20
Davenport & Co
Virginia
$300K 11,555 +195 +2%
GLA
21
Great Lakes Advisors
Illinois
$272K 10,475 +2,680 +34%
PFS
22
Prospera Financial Services
Texas
$208K 8,000 – –
Mariner
23
Mariner
Kansas
$157K 6,039 +6,039 New
GWA
24
Guidant Wealth Advisors
Illinois
$140K 5,376 +5,376 New
IA
25
IFP Advisors
Florida
$96K 3,698 +522 +16%
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